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Axos Financial
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Overview Fund Activity

249 hedge funds and large institutions have $2.13B invested in Axos Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
83
Reduced
94
Closed
25
Calls
$9.13M
Puts
$22.8M
Net Calls
-$13.7M
Net Calls Change
-$16.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.5M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$37.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$8.59M
5
State Street
5
State Street
Massachusetts
$101M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$6.94M
2
FAM
2
Fred Alger Management
New York
$42.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$20.9M
4
FP
4
Foundry Partners
Minnesota
$4.85M
5
RA
5
Royce & Associates
New York
$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
BerganKDV Wealth Management
Minnesota
$772K +$76.3K +1,645 +11%
DTL
127
Dynamic Technology Lab
Singapore
$761K +$761K +16,400 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$736K +$65.2K +1,397 +10%
Victory Capital Management
129
Victory Capital Management
Texas
$734K +$203K +5,360 +38%
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$727K -$151K -3,247 -17%
Osaic Holdings
131
Osaic Holdings
Arizona
$718K -$89.6K -1,933 -11%
Group One Trading
132
Group One Trading
Illinois
$707K +$702K +15,148 +15,148%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$672K – – –
ASRS
134
Arizona State Retirement System
Arizona
$671K +$4.45K +96 +0.7%
Balyasny Asset Management
135
Balyasny Asset Management
Illinois
$660K +$305K +6,587 +86%
VHAM
136
Van Hulzen Asset Management
California
$627K +$19.9K +430 +3%
ProShare Advisors
137
ProShare Advisors
Maryland
$584K -$73.1K -1,573 -11%
OCM
138
Orion Capital Management
California
$571K – – –
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$569K -$1.39K -30 -0.2%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$526K -$23.8K -513 -4%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$521K +$21.3K +460 +4%
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$510K +$29.3K +631 +6%
AACP
143
Advantage Alpha Capital Partners
California
$509K -$660K -14,237 -56%
OAM
144
Oppenheimer Asset Management
New York
$508K -$179K -3,869 -26%
Janus Henderson Group
145
Janus Henderson Group
United Kingdom
$501K -$384K -8,284 -43%
PP
146
Paloma Partners
Connecticut
$496K +$307K +6,619 +162%
QT
147
Quantbot Technologies
New York
$484K +$484K +10,435 New
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$464K -$153K -3,300 -25%
ACI
149
Alpha Cubed Investments
California
$455K – – –
PA
150
Pinnacle Associates
New York
$445K -$9.27K -200 -2%
4 5
6
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