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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
176
Engineers Gate Manager
New York
$218K +$218K +4,225 New
RJT
177
Raymond James Trust
Florida
$216K +$216K +4,195 New
6M
178
6 Meridian
Kansas
$216K +$216K +4,196 New
First Eagle Investment Management
179
First Eagle Investment Management
New York
$205K +$165K +3,200 +417%
WS
180
Wedbush Securities
California
$201K +$201K +3,898 New
EARNEST Partners
181
EARNEST Partners
Georgia
$186K – – –
US Bancorp
182
US Bancorp
Minnesota
$171K – – –
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$168K -$309 -6 -0.2%
TRCT
184
Tower Research Capital (TRC)
New York
$154K -$379K -7,332 -71%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$104K -$825 -16 -0.8%
HMS
186
Hanseatic Management Services
New Mexico
$92K +$17.5K +341 +24%
SOW
187
State of Wyoming
Wyoming
$87K +$31.1K +606 +56%
FMP
188
Financial Management Professionals
Texas
$77K +$77K +1,499 New
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$71K -$923 -18 -1%
OC
190
Oakworth Capital
Alabama
$67K – – –
Simplex Trading
191
Simplex Trading
Illinois
$66K – – –
MSFP
192
Mark Sheptoff Financial Planning
Connecticut
$62K – – –
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$61K +$3.59K +70 +6%
FGAM
194
Financial Gravity Asset Management
Texas
$52K +$52K +220 New
SWA
195
Sutton Wealth Advisors
Florida
$46.9K – – –
Macquarie Group
196
Macquarie Group
Australia
$44K – – –
IA
197
IFP Advisors
Florida
$44K +$16.7K +365 +61%
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$38K -$11.9K -233 -24%
HI
199
Harbour Investments
Wisconsin
$37K +$5.05K +98 +16%
TSW
200
Thompson Siegel & Walmsley
Virginia
$24K – – –
6 7
8
9 10