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Axos Financial
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Overview Fund Activity

233 hedge funds and large institutions have $2.37B invested in Axos Financial in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
–
Holders Change %
0%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
72
Reduced
80
Closed
18
Calls
$8.88M
Puts
$3.75M
Net Calls
+$5.12M
Net Calls Change
+$661K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.7M
2
RI
2
Redwood Investments
Massachusetts
$21.7M
3
WA
3
Wasatch Advisors
Utah
$99M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$31.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$4.37M

Top Sellers

1
State Street
1
State Street
Massachusetts
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$95.9M
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$109M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
201
Cullen/Frost Bankers
Texas
$23K – – –
PP
202
PrairieView Partners
Minnesota
$21K – – –
1832 Asset Management
203
1832 Asset Management
Ontario, Canada
$19K +$19K +365 New
PA
204
Parallel Advisors
California
$18K – – –
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K – – –
ST
206
Sageworth Trust
Pennsylvania
$15K – – –
FHA
207
First Horizon Advisors
Tennessee
$15K +$8.13K +155 +118%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$13K – – –
S
209
SignatureFD
Georgia
$12K +$213 +4 +2%
TWA
210
TCI Wealth Advisors
Arizona
$11K +$1.97K +37 +22%
FPS
211
Fieldpoint Private Securities
Connecticut
$10K – – –
RCA
212
Ranch Capital Advisors
Florida
$10K +$10K +200 New
QCG
213
Quadrant Capital Group
Ohio
$9K – – –
AAP
214
Arax Advisory Partners
Colorado
$9K +$9K +174 New
PFBT
215
Parkside Financial Bank & Trust
Missouri
$8K +$500 +10 +7%
MAM
216
Meeder Asset Management
Ohio
$7K – – –
SPIA
217
Steward Partners Investment Advisory
New York
$6K – – –
TC
218
Truvestments Capital
Florida
$6K – – –
Bank Julius Baer & Co
219
Bank Julius Baer & Co
Switzerland
$6K +$214 +4 +4%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
TG
221
TCW Group
California
$4.73K -$15 -300 -0.3%
TFO
222
Tarbox Family Office
California
$4K – – –
LC
223
Lindbrook Capital
California
$4K – – –
AWA
224
Arkadios Wealth Advisors
Georgia
$3K – – –
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
6 7 8
9
10