AX icon

Axos Financial
AX

Overview Fund Activity

234 hedge funds and large institutions have $2.1B invested in Axos Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 100 reducing their positions, and 30 closing their positions.

Holders
234
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
52
Reduced
100
Closed
30
Calls
$13.8M
Puts
$5.23M
Net Calls
+$8.62M
Net Calls Change
+$1.45M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$44.5M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$16.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$16M
4
BlackRock
4
BlackRock
New York
$408M
5
Fidelity International
5
Fidelity International
Bermuda
$9.72M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$62.9M
2
Invesco
2
Invesco
Georgia
$8.25M
3
Northern Trust
3
Northern Trust
Illinois
$39.9M
4
STB
4
S&T Bank
Pennsylvania
$9.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
201
Point72 Hong Kong
Hong Kong
$34K +$4.05K +87 +14%
HI
202
Harbour Investments
Wisconsin
$30K +$30K +648 New
EVM
203
Eaton Vance Management
Massachusetts
$28K +$28K +599 New
QT
204
Quantbot Technologies
New York
$23K -$134K -2,931 -85%
TSW
205
Thompson Siegel & Walmsley
Virginia
$22K -$9.26K -200 -30%
IA
206
IFP Advisors
Florida
$20K – – –
PP
207
PrairieView Partners
Minnesota
$19K – – –
PA
208
Parallel Advisors
California
$17K – – –
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K – – –
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$15K +$15K +310 New
CFGS
211
Concourse Financial Group Securities
Alabama
$14K – – –
VCM
212
Versant Capital Management
Arizona
$13K -$11.1K -242 -46%
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$12K – – –
RCA
214
Ranch Capital Advisors
Florida
$10K -$4.65K -100 -32%
QCG
215
Quadrant Capital Group
Ohio
$9K – – –
FPS
216
Fieldpoint Private Securities
Connecticut
$9K – – –
TC
217
Truvestments Capital
Florida
$8K – – –
S
218
SignatureFD
Georgia
$8K – – –
RWM
219
RBA Wealth Management
California
$7.71K +$7.71K +164 New
PFBT
220
Parkside Financial Bank & Trust
Missouri
$7K – – –
GRP
221
Global Retirement Partners
California
$6K – – –
SPIA
222
Steward Partners Investment Advisory
New York
$5.59K – – –
TWA
223
TCI Wealth Advisors
Arizona
$5K – – –
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
Bank Julius Baer & Co
225
Bank Julius Baer & Co
Switzerland
$5K +$348 +8 +7%
7 8
9
10 11