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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
70
Reduced
91
Closed
22
Calls
$8.6M
Puts
$4.14M
Net Calls
+$4.46M
Net Calls Change
-$4.16M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.8M
2
Ameriprise
2
Ameriprise
Minnesota
$90.8M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$14.5M
4
WA
4
Wasatch Advisors
Utah
$80.9M
5
RI
5
Redwood Investments
Massachusetts
$9.56M

Top Sellers

1
PP
1
Prudential plc
United Kingdom
$0
2
EIP
2
Epoch Investment Partners
New York
$49.5M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$102M
4
RHJA
4
Rice Hall James & Associates
California
$43.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cetera Advisors
Colorado
$246K – – –
PAM
177
Private Asset Management
California
$232K – – –
SF
178
Synovus Financial
Georgia
$232K +$232K +5,000 New
CIA
179
Choate Investment Advisors
Massachusetts
$221K +$221K +4,759 New
AIP
180
Ameritas Investment Partners
Nebraska
$208K -$14.8K -319 -7%
IDA
181
Intelligence Driven Advisers
California
$205K – – –
ACM
182
Alethea Capital Management
Washington
$204K – – –
BC
183
Bridgefront Capital
Texas
$204K +$204K +4,405 New
EARNEST Partners
184
EARNEST Partners
Georgia
$167K – – –
SG Americas Securities
185
SG Americas Securities
New York
$163K -$256K -5,492 -61%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$162K – – –
US Bancorp
187
US Bancorp
Minnesota
$154K -$835 -18 -0.5%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$150K -$3.31K -72 -2%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$94K -$1.53K -33 -2%
HMS
190
Hanseatic Management Services
New Mexico
$67K – – –
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$65K -$510 -11 -0.8%
Simplex Trading
192
Simplex Trading
Illinois
$65K +$65K +1,420 New
OC
193
Oakworth Capital
Alabama
$61K -$65.4K -1,400 -52%
EVM
194
Eaton Vance Management
Massachusetts
$59K +$31.1K +668 +112%
MSFP
195
Mark Sheptoff Financial Planning
Connecticut
$56K – – –
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$52K +$37.6K +810 +261%
SOW
197
State of Wyoming
Wyoming
$51K +$51K +1,090 New
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$45K +$4.37K +95 +11%
SWA
199
Sutton Wealth Advisors
Florida
$42.2K – – –
Macquarie Group
200
Macquarie Group
Australia
$39K – – –
6 7
8
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