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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37M
2
Goldman Sachs
Goldman Sachs
New York
$17.7M
3
Millennium Management
Millennium Management
New York
$9.55M
4
CSS
Cubist Systematic Strategies
Connecticut
$7.79M
5
State Street
State Street
Massachusetts
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
126
TD Asset Management
Ontario, Canada
$1.22M -$278K -5,145 -19%
SSA
127
Schonfeld Strategic Advisors
New York
$1.22M -$382K -7,070 -24%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$1.21M -$421K -7,790 -26%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.2M -$297K -5,488 -20%
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
$1.18M -$50.8K -956 -4%
NSEDCP
131
NJ State Employees Deferred Compensation Plan
New Jersey
$1.13M – – –
WAM
132
Wakefield Asset Management
Colorado
$1.12M +$5.08K +94 +0.5%
AC
133
Avenir Corporation
Virginia
$1.12M – – –
JCIA
134
Jackson Creek Investment Advisors
Colorado
$1.09M -$2.65K -49 -0.2%
SGI
135
Summit Global Investments
Utah
$1.07M +$1.07M +19,841 New
JF
136
Jump Financial
Illinois
$1.06M +$1.06M +19,679 New
Truist Financial
137
Truist Financial
North Carolina
$1.06M +$2.38K +44 +0.2%
RI
138
Ridgewood Investments
New Jersey
$1.03M -$50K -925 -5%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$997K +$268K +4,957 +37%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$989K +$148K +2,742 +18%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$970K -$231K -4,278 -19%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$957K +$33.5K +619 +4%
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$939K -$35.8K -950 -4%
SIM
144
SummerHaven Investment Management
Connecticut
$938K +$9.67K +179 +1%
CQS
145
Credential Qtrade Securities
$935K -$202K -3,744 -18%
State Board of Administration of Florida Retirement System
146
State Board of Administration of Florida Retirement System
Florida
$923K +$324K +8,770 +54%
Group One Trading
147
Group One Trading
Illinois
$906K -$245K -4,533 -21%
MCM
148
Moore Capital Management
New York
$906K +$906K +16,758 New
CANY
149
Caxton Associates (New York)
New York
$896K +$896K +16,575 New
MSRPS
150
Maryland State Retirement & Pension System
Maryland
$893K -$20.9K -426 -2%
4 5
6
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