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Axos Financial
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Overview Fund Activity

236 hedge funds and large institutions have $1.7B invested in Axos Financial in 2020 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 58 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+30
Holders Change %
+14.56%
% of All Funds
4.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
52
Increased
58
Reduced
81
Closed
22
Calls
$10.1M
Puts
$2.95M
Net Calls
+$7.17M
Net Calls Change
+$3.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$21.1M
2
BlackRock
2
BlackRock
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.8M
4
DAM
4
Davis Asset Management
California
$25.4M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$2.96M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.67M
2
EIP
2
Epoch Investment Partners
New York
$69.7M
3
KCM
3
Kennedy Capital Management
Missouri
$3.18M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.88M
5
PM
5
Pembroke Management
Quebec, Canada
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
176
Squarepoint
New York
$215K +$215K +5,737 New
AB
177
Amalgamated Bank
New York
$215K +$215K +5,740 New
6M
178
6 Meridian
Kansas
$206K +$206K +5,477 New
NL
179
NKCFO LLC
Illinois
$188K – – –
APA
180
American Portfolios Advisors
New York
$188K -$375K -10,000 -67%
AIP
181
Ameritas Investment Partners
Nebraska
$180K -$10.8K -287 -6%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$162K – – –
SBSB
183
Sullivan, Bruyette, Speros & Blaney
Virginia
$162K – – –
EARNEST Partners
184
EARNEST Partners
Georgia
$135K – – –
QT
185
Quantbot Technologies
New York
$128K +$128K +3,435 New
US Bancorp
186
US Bancorp
Minnesota
$125K – – –
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$114K +$2.24K +60 +2%
OC
188
Oakworth Capital
Alabama
$102K – – –
Barrow, Hanley, Mewhinney & Strauss
189
Barrow, Hanley, Mewhinney & Strauss
Texas
$101K -$166K -4,389 -62%
FTDI
190
First Trust Direct Indexing
Massachusetts
$88K +$88K +2,356 New
PWPS
191
Pinnacle Wealth Planning Services
Ohio
$82K +$82K +2,163 New
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K +$9.91K +262 +22%
HMS
193
Hanseatic Management Services
New Mexico
$54K +$54K +1,447 New
Macquarie Group
194
Macquarie Group
Australia
$47K – – –
Toronto Dominion Bank
195
Toronto Dominion Bank
Ontario, Canada
$46K +$46K +1,227 New
MSFP
196
Mark Sheptoff Financial Planning
Connecticut
$45K – – –
Lazard Asset Management
197
Lazard Asset Management
New York
$44K +$44K +1,189 New
SWA
198
Sutton Wealth Advisors
Florida
$34.2K – – –
IA
199
Inspire Advisors
Idaho
$30K +$30K +787 New
TSW
200
Thompson Siegel & Walmsley
Virginia
$25K -$9.26K -250 -27%
6 7
8
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