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Axos Financial

233 hedge funds and large institutions have $2.11B invested in Axos Financial in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
70
Reduced
91
Closed
22
Calls
$8.6M
Puts
$4.14M
Net Calls
+$4.46M
Net Calls Change
-$4.16M
Name Holding Trade Value Shares
Change
Shares
Change %
First Eagle Investment Management
201
First Eagle Investment Management
New York
$36K +$36K +768 New
HI
202
Harbour Investments
Wisconsin
$29K -$1.31K -28 -4%
IA
203
IFP Advisors
Florida
$23K +$2.53K +66 +12%
TSW
204
Thompson Siegel & Walmsley
Virginia
$22K
CFB
205
Cullen/Frost Bankers
Texas
$21K +$21K +448 New
PHK
206
Point72 Hong Kong
Hong Kong
$20K -$14.5K -307 -42%
PP
207
PrairieView Partners
Minnesota
$19K
PA
208
Parallel Advisors
California
$16K
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K
CFGS
210
Concourse Financial Group Securities
Alabama
$14K
ST
211
Sageworth Trust
Pennsylvania
$13K +$13K +290 New
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$12K
S
213
SignatureFD
Georgia
$10K +$2.76K +61 +38%
RCA
214
Ranch Capital Advisors
Florida
$9K -$10K -215 Closed
FPS
215
Fieldpoint Private Securities
Connecticut
$9K
QCG
216
Quadrant Capital Group
Ohio
$8K
TWA
217
TCI Wealth Advisors
Arizona
$8K +$2.97K +63 +59%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$7K +$467 +10 +7%
MAM
219
Meeder Asset Management
Ohio
$6K -$37.4K -811 -86%
SPIA
220
Steward Partners Investment Advisory
New York
$6K
FHA
221
First Horizon Advisors
Tennessee
$6K +$6K +131 New
TC
222
Truvestments Capital
Florida
$5K -$2.96K -65 -37%
Bank Julius Baer & Co
223
Bank Julius Baer & Co
Switzerland
$5K -$324 -7 -6%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$5K
LC
225
Lindbrook Capital
California
$4K