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Axos Financial
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Overview Fund Activity

309 hedge funds and large institutions have $2.64B invested in Axos Financial in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 91 increasing their positions, 124 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+7
Holders Change %
+2.32%
% of All Funds
4.48%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
43
Increased
91
Reduced
124
Closed
35
Calls
$43.5M
Puts
$64.3M
Net Calls
-$20.8M
Net Calls Change
+$58.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$39.1M
2
American Century Companies
2
American Century Companies
Missouri
$66.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$15.5M
5
Franklin Resources
5
Franklin Resources
California
$9.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.7M
3
Millennium Management
3
Millennium Management
New York
$9.55M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$7.79M
5
State Street
5
State Street
Massachusetts
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
101
Aquatic Capital Management
Illinois
$1.83M +$1.43M +26,400 +352%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.79M +$100K +1,853 +6%
Capital Fund Management (CFM)
103
Capital Fund Management (CFM)
France
$1.77M -$2.46M -45,557 -58%
QT
104
Quantbot Technologies
New York
$1.75M -$1.26M -23,393 -42%
GCP
105
GSA Capital Partners
United Kingdom
$1.7M +$934K +17,288 +122%
BRWA
106
B. Riley Wealth Advisors
Florida
$1.7M +$25.9K +684 +2%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$1.67M -$41.1K -760 -2%
IMRF
108
Illinois Municipal Retirement Fund
Illinois
$1.63M +$143K +2,649 +10%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.62M +$124K +2,290 +8%
AIG
110
American International Group
New York
$1.59M -$37.6K -695 -2%
TI
111
Tidal Investments
Wisconsin
$1.53M +$151K +2,787 +11%
MIM
112
MetLife Investment Management
New Jersey
$1.52M -$64.9K -1,201 -4%
CIC
113
Cornercap Investment Counsel
Georgia
$1.52M – – –
LPL Financial
114
LPL Financial
California
$1.47M +$9.46K +175 +0.6%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$1.42M -$71.5K -1,324 -5%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$1.4M +$75.1K +1,389 +6%
VHAM
117
Van Hulzen Asset Management
California
$1.37M +$108K +1,991 +9%
LSERS
118
Louisiana State Employees Retirement System
Louisiana
$1.36M -$32.4K -600 -2%
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$1.33M +$22.8K +421 +2%
DADC
120
D.A. Davidson & Co
Montana
$1.33M -$38K -704 -3%
SCM
121
Semanteon Capital Management
Massachusetts
$1.32M +$847K +15,673 +181%
BMSSC
122
B. Metzler seel. Sohn & Co
Germany
$1.25M – – –
YCM
123
Yousif Capital Management
Michigan
$1.24M -$137K -2,544 -10%
Simplex Trading
124
Simplex Trading
Illinois
$1.24M -$3.57M -66,052 -74%
Comerica Bank
125
Comerica Bank
Texas
$1.22M -$139K -2,566 -10%
3 4
5
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