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Axos Financial
AX

Overview Fund Activity

244 hedge funds and large institutions have $1.71B invested in Axos Financial in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 91 increasing their positions, 80 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-7
Holders Change %
-2.79%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
91
Reduced
80
Closed
30
Calls
$1.39M
Puts
$19.5M
Net Calls
-$18.1M
Net Calls Change
+$29.7M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$244M
2
BlackRock
BlackRock
New York
$338M
3
Goldman Sachs
Goldman Sachs
New York
$15.6M
4
Citadel Advisors
Citadel Advisors
Florida
$10.6M
5
DAM
Davis Asset Management
California
$38.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$55.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$0
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
4
FAM
Fred Alger Management
New York
$41.9M
5
Federated Hermes
Federated Hermes
Pennsylvania
$382
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$174K +$4.7K +123 +3%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$161K +$12.1K +316 +8%
Wells Fargo
178
Wells Fargo
California
$152K -$71.3K -1,866 -32%
EARNEST Partners
179
EARNEST Partners
Georgia
$138K – – –
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$135K +$7.07K +185 +6%
UBS Group
181
UBS Group
Switzerland
$132K -$112K -2,924 -46%
Acadian Asset Management
182
Acadian Asset Management
Massachusetts
$124K +$124K +3,255 New
IA
183
IFP Advisors
Florida
$114K +$11.1K +265 +11%
QT
184
Quantbot Technologies
New York
$110K -$132K -3,461 -55%
US Bancorp
185
US Bancorp
Minnesota
$94.8K – – –
Dimensional Fund Advisors
186
Dimensional Fund Advisors
Texas
$87.6K +$5.59K +146,293 +7%
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$84.1K +$49.1K +1,285 +140%
ST
188
Sageworth Trust
Pennsylvania
$83K – – –
SPIA
189
Steward Partners Investment Advisory
New York
$65.9K – – –
TRCT
190
Tower Research Capital (TRC)
New York
$60K -$595K -15,634 -91%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$54.6K -$32.6K -853 -37%
OC
192
Oakworth Capital
Alabama
$49.9K – – –
SWA
193
Sutton Wealth Advisors
Florida
$48.3K +$76 +2 +0.2%
SOW
194
State of Wyoming
Wyoming
$43.2K +$14.4K +377 +50%
HNB
195
Huntington National Bank
Ohio
$38.9K -$1.26K -33 -3%
NA
196
NewEdge Advisors
Louisiana
$37.7K +$37.7K +987 New
QL
197
Quarry LP
New York
$31.6K +$31.6K +826 New
Lazard Asset Management
198
Lazard Asset Management
New York
$28K +$337 +9 +1%
MSFP
199
Mark Sheptoff Financial Planning
Connecticut
$26.8K – – –
Ohio Public Employees Retirement System (OPERS)
200
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K -$42.5K -1,128 -65%
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8
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