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Axos Financial
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Overview Fund Activity

261 hedge funds and large institutions have $1.82B invested in Axos Financial in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
31
Increased
96
Reduced
92
Closed
27
Calls
$18.3M
Puts
$81.6M
Net Calls
-$63.3M
Net Calls Change
-$38.4M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$52.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.54M
3
FCM
3
FJ Capital Management
Virginia
$8.53M
4
Millennium Management
4
Millennium Management
New York
$22.5M
5
GCM
5
Geneva Capital Management
Wisconsin
$27.5M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
EIP
2
Epoch Investment Partners
New York
$0
3
State Street
3
State Street
Massachusetts
$101M
4
WA
4
Wasatch Advisors
Utah
$45.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$1M +$1M +26,495 New
YCM
127
Yousif Capital Management
Michigan
$984K -$71.4K -1,885 -7%
Mirae Asset Global Investments
128
Mirae Asset Global Investments
South Korea
$959K +$14.8K +392 +2%
DADC
129
D.A. Davidson & Co
Montana
$924K +$14.6K +385 +2%
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$917K +$38 +1 +0%
Walleye Capital
131
Walleye Capital
New York
$914K +$914K +24,149 New
PMEF
132
Point72 Middle East FZE
United Arab Emirates
$913K +$338K +8,932 +59%
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$900K +$492 +13 +0.1%
Truist Financial
134
Truist Financial
North Carolina
$880K -$88.7K -2,342 -9%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$864K +$2.12K +56 +0.2%
DA
136
Duality Advisers
Florida
$861K -$143K -3,778 -14%
CQS
137
Credential Qtrade Securities
$841K +$11.7K +309 +1%
MAM
138
Martingale Asset Management
Massachusetts
$818K +$818K +21,610 New
AB
139
Amalgamated Bank
New York
$803K -$27.5K -727 -3%
NSEDCP
140
NJ State Employees Deferred Compensation Plan
New Jersey
$795K – – –
AQR Capital Management
141
AQR Capital Management
Connecticut
$767K +$70.8K +1,871 +10%
JCIA
142
Jackson Creek Investment Advisors
Colorado
$767K -$492 -13 -0.1%
RI
143
Ridgewood Investments
New Jersey
$756K – – –
MSRPS
144
Maryland State Retirement & Pension System
Maryland
$732K -$44.5K -1,175 -6%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$707K +$35.9K +947 +5%
SIM
146
SummerHaven Investment Management
Connecticut
$643K +$643K +16,979 New
LPL Financial
147
LPL Financial
California
$633K -$247K -6,523 -28%
Stifel Financial
148
Stifel Financial
Missouri
$633K +$198K +5,239 +46%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$620K – – –
State Board of Administration of Florida Retirement System
150
State Board of Administration of Florida Retirement System
Florida
$615K +$3.41K +90 +0.6%
4 5
6
7 8