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Axos Financial
AX

Overview Fund Activity

244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
91
Reduced
80
Closed
30
Calls
$1.39M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
+$29.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$244M
2
BlackRock
BlackRock
New York
$338M
3
Goldman Sachs
Goldman Sachs
New York
$15.6M
4
Citadel Advisors
Citadel Advisors
Florida
$10.6M
5
DAM
Davis Asset Management
California
$38.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$55.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$0
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
4
FAM
Fred Alger Management
New York
$41.9M
5
Federated Hermes
Federated Hermes
Pennsylvania
$382
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$325K – – –
SO
152
STRS Ohio
Ohio
$321K – – –
Creative Planning
153
Creative Planning
Kansas
$317K +$76 +2 +0%
ACI
154
Alpha Cubed Investments
California
$302K – – –
MCCP
155
Mission Creek Capital Partners
California
$294K -$15.3K -400 -5%
QCM
156
Quantinno Capital Management
New York
$288K +$35K +916 +14%
Man Group
157
Man Group
United Kingdom
$282K +$282K +7,368 New
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$280K +$280K +7,324 New
HW
159
Hancock Whitney
Mississippi
$276K -$764 -20 -0.3%
EGM
160
Engineers Gate Manager
New York
$265K -$61.3K -1,604 -19%
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$256K -$126K -3,306 -33%
MFG
162
Merit Financial Group
Georgia
$243K – – –
PAMS
163
Pictet Asset Management (Switzerland)
Switzerland
$230K +$230K +6,027 New
ZCM
164
Ziegler Capital Management
Illinois
$225K -$306 -8 -0.1%
MA
165
Mutual Advisors
Nebraska
$224K -$4.05K -106 -2%
CA
166
Clearstead Advisors
Ohio
$220K +$9.4K +246 +4%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$219K -$44.6K -1,168 -17%
Verition Fund Management
168
Verition Fund Management
Connecticut
$216K -$370K -9,674 -63%
PMA
169
Prudent Man Advisors
Illinois
$212K +$212K +5,541 New
YIH
170
Y-Intercept (HK)
Hong Kong
$211K -$797K -20,862 -79%
TCM
171
Teza Capital Management
Illinois
$210K +$210K +5,490 New
CIM
172
CIM Investment Management
Pennsylvania
$202K +$202K +5,277 New
AIP
173
Ameritas Investment Partners
Nebraska
$189K – – –
KBC Group
174
KBC Group
Belgium
$183K – – –
BCM
175
Bourgeon Capital Management
Connecticut
$181K -$9.75K -255 -5%
5 6
7
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