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Axos Financial
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Overview Fund Activity

234 hedge funds and large institutions have $2.1B invested in Axos Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 100 reducing their positions, and 30 closing their positions.

Holders
234
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
52
Reduced
100
Closed
30
Calls
$13.8M
Puts
$5.23M
Net Calls
+$8.62M
Net Calls Change
+$1.45M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$44.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$16.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$16M
4
BlackRock
4
BlackRock
New York
$408M
5
Fidelity International
5
Fidelity International
Bermuda
$9.72M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$62.9M
2
Invesco
2
Invesco
Georgia
$8.25M
3
Northern Trust
3
Northern Trust
Illinois
$39.9M
4
STB
4
S&T Bank
Pennsylvania
$9.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
176
LS Investment Advisors
Michigan
$235K +$235K +4,998 New
PAM
177
Private Asset Management
California
$235K +$235K +5,000 New
Janus Henderson Group
178
Janus Henderson Group
United Kingdom
$228K +$228K +4,851 New
AIP
179
Ameritas Investment Partners
Nebraska
$225K – – –
VF
180
Virtu Financial
New York
$217K +$217K +4,616 New
IDA
181
Intelligence Driven Advisers
California
$208K +$208K +4,421 New
ACM
182
Alethea Capital Management
Washington
$207K +$207K +4,400 New
BCM
183
Bayesian Capital Management
New York
$203K +$203K +4,309 New
6M
184
6 Meridian
Kansas
$200K -$57.1K -1,217 -22%
UFF
185
USA Financial Formulas
Michigan
$171K +$171K +3,641 New
EARNEST Partners
186
EARNEST Partners
Georgia
$169K – – –
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$162K – – –
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$158K +$13.5K +285 +9%
US Bancorp
189
US Bancorp
Minnesota
$157K +$846 +18 +0.5%
SFS
190
Sowell Financial Services
Arkansas
$136K +$136K +2,933 New
OC
191
Oakworth Capital
Alabama
$127K – – –
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$97K +$92.3K +1,965 +1,965%
HMS
193
Hanseatic Management Services
New Mexico
$68K – – –
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K -$653 -14 -1%
MSFP
195
Mark Sheptoff Financial Planning
Connecticut
$56K – – –
Lazard Asset Management
196
Lazard Asset Management
New York
$55K – – –
MAM
197
Meeder Asset Management
Ohio
$45K +$40K +837 +805%
SWA
198
Sutton Wealth Advisors
Florida
$42.8K – – –
Toronto Dominion Bank
199
Toronto Dominion Bank
Ontario, Canada
$42K -$16.3K -343 -28%
Macquarie Group
200
Macquarie Group
Australia
$40K -$18.9K -400 -32%
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8
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