AX icon

Axos Financial
AX

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 %
GS
151
GTS Securities
New York
$885K +$655K +12,114 +284%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$884K – – –
AB
153
Amalgamated Bank
New York
$880K -$222K -4,106 -20%
ETC
154
Exchange Traded Concepts
Oklahoma
$866K +$866K +16,025 New
ASRS
155
Arizona State Retirement System
Arizona
$815K -$33.1K -613 -4%
CM
156
Capula Management
Cayman Islands
$809K +$809K +14,977 New
LS
157
Livforsakringsbolaget Skandia
Sweden
$762K +$762K +14,100 New
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$732K -$81.1K -1,500 -10%
BAMF
159
BI Asset Management Fondsmaeglerselskab
Denmark
$706K +$706K +13,064 New
Verition Fund Management
160
Verition Fund Management
Connecticut
$690K +$59.4K +1,100 +9%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$677K -$76.7K -1,419 -10%
HW
162
Hancock Whitney
Mississippi
$673K +$459K +8,488 +214%
MAM
163
Martingale Asset Management
Massachusetts
$643K -$190K -3,508 -23%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$625K – – –
TFA
165
Toth Financial Advisory
Virginia
$618K +$618K +11,430 New
JIP
166
Jaffetilchin Investment Partners
Florida
$605K – – –
Jane Street
167
Jane Street
New York
$596K -$3.93M -72,810 -87%
ProShare Advisors
168
ProShare Advisors
Maryland
$592K +$33.1K +612 +6%
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$591K -$8.21K -152 -1%
GLA
170
Great Lakes Advisors
Illinois
$566K +$7.35K +136 +1%
PCM
171
Prelude Capital Management
New York
$564K +$354K +6,559 +169%
DA
172
Duality Advisers
Florida
$564K -$274K -5,076 -33%
Point72 Asset Management
173
Point72 Asset Management
Connecticut
$554K +$299K +5,525 +117%
AIM
174
ARGA Investment Management
Connecticut
$548K – – –
QC
175
Quadrature Capital
United Kingdom
$542K +$150K +2,783 +38%
5 6
7
8 9