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Axos Financial
AX

Overview Fund Activity

251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
4.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
88
Reduced
84
Closed
18
Calls
$8.94M
Puts
$56.8M
Net Calls
-$47.8M
Net Calls Change
+$28.7M

Top Buyers

1
CWM
CCG Wealth Management
California
$12M
2
Millennium Management
Millennium Management
New York
$21.3M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$66M
5
FAM
Fred Alger Management
New York
$40.2M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$13.9M
2
WA
Wasatch Advisors
Utah
$47M
3
State Street
State Street
Massachusetts
$71.2M
4
OCM
Orchard Capital Management
Illinois
$10.7M
5
RHJA
Rice Hall James & Associates
California
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
176
Hancock Whitney
Mississippi
$248K -$5.86K -171 -2%
PHK
177
Point72 Hong Kong
Hong Kong
$239K +$239K +6,991 New
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$236K – – –
Walleye Capital
179
Walleye Capital
New York
$235K +$5.51K +161 +2%
QCM
180
Quantinno Capital Management
New York
$227K – – –
MFG
181
Merit Financial Group
Georgia
$218K +$2.33K +68 +1%
UBS Group
182
UBS Group
Switzerland
$218K +$117K +3,431 +117%
QT
183
Quantbot Technologies
New York
$216K -$186K -5,454 -46%
PTC
184
Petrus Trust Company
Texas
$214K +$214K +6,263 New
MA
185
Mutual Advisors
Nebraska
$204K – – –
ZCM
186
Ziegler Capital Management
Illinois
$202K -$1.3K -38 -0.6%
Wells Fargo
187
Wells Fargo
California
$200K -$14.1K -412 -7%
CA
188
Clearstead Advisors
Ohio
$189K – – –
BCM
189
Bourgeon Capital Management
Connecticut
$171K – – –
KBC Group
190
KBC Group
Belgium
$164K – – –
AIP
191
Ameritas Investment Partners
Nebraska
$153K – – –
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$151K -$22.9K -670 -13%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$133K +$4.34K +127 +3%
EARNEST Partners
194
EARNEST Partners
Georgia
$123K – – –
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$114K -$9.65K -282 -8%
IA
196
IFP Advisors
Florida
$106K +$29.7K +688 +39%
US Bancorp
197
US Bancorp
Minnesota
$85K – – –
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$78K +$1.23K +36 +2%
ST
199
Sageworth Trust
Pennsylvania
$74K -$113K -3,294 -60%
CM
200
Caption Management
Oklahoma
$67K +$67K +1,981 New
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8
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