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Axos Financial
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Overview Fund Activity

236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
52
Increased
58
Reduced
81
Closed
22
Calls
$10.1M
Puts
$2.95M
Net Calls
+$7.17M
Net Calls Change
+$3.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.1M
2
BlackRock
2
BlackRock
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.8M
4
DAM
4
Davis Asset Management
California
$25.4M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.96M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.67M
2
EIP
2
Epoch Investment Partners
New York
$69.7M
3
KCM
3
Kennedy Capital Management
Missouri
$3.18M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.88M
5
PM
5
Pembroke Management
Quebec, Canada
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRCP
126
Pacific Ridge Capital Partners
Oregon
$686K -$370K -9,860 -35%
Citadel Advisors
127
Citadel Advisors
Florida
$684K +$272K +7,250 +66%
GC
128
Guggenheim Capital
Illinois
$666K +$666K +17,733 New
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$626K – – –
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$618K – – –
ASRS
131
Arizona State Retirement System
Arizona
$583K -$25.1K -669 -4%
ETC
132
Exchange Traded Concepts
Oklahoma
$555K +$87.6K +2,334 +19%
AG
133
Aperio Group
California
$541K -$86.5K -2,303 -14%
QCM
134
Quantinno Capital Management
New York
$534K – – –
BWM
135
BerganKDV Wealth Management
Minnesota
$527K -$1.46K -39 -0.3%
KBC Group
136
KBC Group
Belgium
$525K +$525K +2,540 New
Victory Capital Management
137
Victory Capital Management
Texas
$520K +$9.05K +241 +2%
ProShare Advisors
138
ProShare Advisors
Maryland
$513K +$513K +13,662 New
OCM
139
Orion Capital Management
California
$499K +$499K +13,300 New
Grantham, Mayo, Van Otterloo & Co (GMO)
140
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$480K +$480K +12,800 New
BC
141
Bridgefront Capital
Texas
$470K +$470K +12,520 New
CGH
142
Crossmark Global Holdings
Texas
$465K +$465K +12,382 New
SG Americas Securities
143
SG Americas Securities
New York
$461K +$461K +12,282 New
Jane Street
144
Jane Street
New York
$460K +$460K +12,235 New
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$457K -$11.1K -297 -2%
FHB
146
First Hawaiian Bank
Hawaii
$442K +$442K +11,770 New
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$442K -$115K -3,058 -21%
IA
148
IndexIQ Advisors
New York
$434K +$44.8K +1,192 +12%
ACI
149
Alpha Cubed Investments
California
$405K – – –
JIP
150
Jaffetilchin Investment Partners
Florida
$394K – – –
4 5
6
7 8