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Axos Financial
AX

251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 238 → 251 (+13)

5% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 84

0.03% more ownership

Funds ownership: 78.35% → 78.38% (+0.03%)

4% less capital invested

Capital invested by funds: $1.68B → $1.61B (-$72.2M)

84% less call options, than puts

Call options by funds: $8.94M | Put options by funds: $56.8M

Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
88
Reduced
84
Closed
18
Calls
$8.94M
Puts
$56.8M
Net Calls
-$47.8M
Net Calls Change
+$28.7M

Top Buyers

1
CWM
CCG Wealth Management
California
+$14.2M
2
Millennium Management
Millennium Management
New York
+$13.8M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$6.89M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.94M
5
FAM
Fred Alger Management
New York
+$4.61M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$14.9M
2
WA
Wasatch Advisors
Utah
-$11.6M
3
State Street
State Street
Massachusetts
-$9.35M
4
OCM
Orchard Capital Management
Illinois
-$6.36M
5
RHJA
Rice Hall James & Associates
California
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRS
101
Virginia Retirement Systems
Virginia
$1.15M +$1.36M +33,700 New
SSA
102
Schonfeld Strategic Advisors
New York
$1.09M +$1.29M +31,836 New
AIG
103
American International Group
New York
$1.06M +$12.5K +308 +1%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$1.06M +$467K +11,543 +59%
PP
105
PDT Partners
New York
$1.06M -$572K -14,136 -31%
MIM
106
MetLife Investment Management
New Jersey
$1.03M – – –
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$1.02M +$198K +4,900 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
108
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$969K -$2.15M -53,100 -65%
Citigroup
109
Citigroup
New York
$933K +$65.7K +1,624 +6%
LPL Financial
110
LPL Financial
California
$928K +$49.1K +1,213 +5%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$924K +$796K +19,666 +269%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$917K -$361K -8,916 -25%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$915K +$1.08M +26,740 New
Russell Investments Group
114
Russell Investments Group
United Kingdom
$908K – – –
YIH
115
Y-Intercept (HK)
Hong Kong
$903K +$1.07M +26,378 New
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$869K -$24.3K -600 -2%
Los Angeles Capital Management
117
Los Angeles Capital Management
California
$869K +$1.03M +25,383 New
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$856K – – –
Jane Street
119
Jane Street
New York
$856K +$1.01M +25,011 New
GCM
120
Graham Capital Management
Connecticut
$852K +$1.01M +24,895 New
AB
121
Amalgamated Bank
New York
$851K +$4.29K +106 +0.4%
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$830K +$296K +7,310 +43%
DADC
123
D.A. Davidson & Co
Montana
$824K -$1.55M -38,336 -61%
SEI Investments
124
SEI Investments
Pennsylvania
$800K +$72.1K +1,781 +8%
Two Sigma Advisers
125
Two Sigma Advisers
New York
$788K +$368K +9,100 +65%
3 4
5
6 7

AX Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2022, worth a combined $1.61B — down 4.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AX positions and 18 closed out — a net gain of 16 holders — while 88 added to existing stakes and 84 trimmed.

The largest buyer was CCG Wealth Management, opening a new position worth an estimated $14.2M. The largest seller was Aberdeen Group, cutting an estimated $14.9M.

  • 251 institutional investors held Axos Financial (AX) as of Q3 2022, up from 238 in Q2 2022.
  • Funds reported $1.61B of Axos Financial stock for Q3 2022, down 4.3% quarter-over-quarter.
  • 34 funds opened new Axos Financial positions in Q3 2022 and 18 closed out, a net change of +16 holders.
  • The largest Axos Financial buyer in Q3 2022 was CCG Wealth Management, an estimated $14.2M added.
  • The largest Axos Financial seller in Q3 2022 was Aberdeen Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2022.