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Axos Financial
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Overview Fund Activity

261 hedge funds and large institutions have $1.82B invested in Axos Financial in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
4.16%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
31
Increased
96
Reduced
92
Closed
27
Calls
$18.3M
Puts
$81.6M
Net Calls
-$63.3M
Net Calls Change
-$38.4M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$52.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.54M
3
FCM
3
FJ Capital Management
Virginia
$8.53M
4
Millennium Management
4
Millennium Management
New York
$22.5M
5
GCM
5
Geneva Capital Management
Wisconsin
$27.5M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$0
2
EIP
2
Epoch Investment Partners
New York
$0
3
State Street
3
State Street
Massachusetts
$101M
4
WA
4
Wasatch Advisors
Utah
$45.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
176
Quadrature Capital
United Kingdom
$364K +$364K +9,629 New
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$352K +$60.1K +1,587 +21%
MOACM
178
Mutual of America Capital Management
New York
$348K -$40.9K -1,081 -11%
PA
179
Pinnacle Associates
New York
$345K – – –
ProShare Advisors
180
ProShare Advisors
Maryland
$324K -$8.22K -217 -2%
Public Employees Retirement Association of Colorado
181
Public Employees Retirement Association of Colorado
Colorado
$322K – – –
JPMPWA
182
J.P. Morgan Private Wealth Advisors
California
$306K -$65.7K -1,736 -18%
FP
183
Foundry Partners
Minnesota
$303K -$65.5K -1,730 -18%
ACI
184
Alpha Cubed Investments
California
$299K – – –
FHB
185
First Hawaiian Bank
Hawaii
$297K – – –
AA
186
ALPS Advisors
Colorado
$296K -$23.5K -620 -7%
QCM
187
Quantinno Capital Management
New York
$294K +$9.88K +261 +3%
YIH
188
Y-Intercept (HK)
Hong Kong
$293K -$11.8K -311 -4%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$274K – – –
MCCP
190
Mission Creek Capital Partners
California
$268K -$23.2K -614 -8%
PCM
191
Prelude Capital Management
New York
$249K +$249K +6,574 New
OR
192
Olympiad Research
Connecticut
$249K +$249K +6,574 New
Pictet Asset Management
193
Pictet Asset Management
Switzerland
$245K +$245K +6,477 New
WC
194
Waterloo Capital
Texas
$240K – – –
Amundi
195
Amundi
France
$237K -$5.07K -142 -2%
JIR
196
James Investment Research
Ohio
$234K – – –
LCM
197
Legato Capital Management
California
$230K +$230K +6,071 New
Axa
198
Axa
France
$223K -$246K -6,500 -52%
UBS Group
199
UBS Group
Switzerland
$218K +$19.1K +505 +10%
AIP
200
Ameritas Investment Partners
Nebraska
$214K +$36.1K +954 +20%
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8
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