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Axos Financial
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Overview Fund Activity

249 hedge funds and large institutions have $2.13B invested in Axos Financial in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 25 closing their positions.

Holders
249
Holders Change
+4
Holders Change %
+1.63%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
83
Reduced
94
Closed
25
Calls
$9.13M
Puts
$22.8M
Net Calls
-$13.7M
Net Calls Change
-$16.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.5M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$37.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$80.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$8.59M
5
State Street
5
State Street
Massachusetts
$101M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$6.94M
2
FAM
2
Fred Alger Management
New York
$42.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$20.9M
4
FP
4
Foundry Partners
Minnesota
$4.85M
5
RA
5
Royce & Associates
New York
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
201
Oakworth Capital
Alabama
$61K 1,305 – –
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$59K 1,281 +54 +4%
SWA
203
Sutton Wealth Advisors
Florida
$43.3K 934 +12 +1%
TRCT
204
Tower Research Capital (TRC)
New York
$41K 884 -4,148 -82%
SPIA
205
Steward Partners Investment Advisory
New York
$39K 839 +720 +605%
MSFP
206
Mark Sheptoff Financial Planning
Connecticut
$32K 700 -500 -42%
ED
207
Exane Derivatives
France
$31.8K 686 +686 New
SO
208
STRS Ohio
Ohio
$27K 600 -500 -45%
NCA
209
New Century Advisors
Maryland
$20K 440 +60 +16%
PP
210
PrairieView Partners
Minnesota
$19K 400 – –
FPS
211
Fieldpoint Private Securities
Connecticut
$17K 370 +180 +95%
PA
212
Parallel Advisors
California
$16K 351 – –
PFBT
213
Parkside Financial Bank & Trust
Missouri
$16K 360 – –
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K 320 – –
FHA
215
First Horizon Advisors
Tennessee
$13K 287 +1 +0.3%
PFS
216
Prospera Financial Services
Texas
$13K 288 +288 New
TWA
217
TCI Wealth Advisors
Arizona
$10K 207 -18 -8%
STCOSD
218
Sageworth Trust Company of South Dakota
South Dakota
$9K 199 -18 -8%
QCG
219
Quadrant Capital Group
Ohio
$9K 187 +6 +3%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$9K 205 +15 +8%
GRP
221
Global Retirement Partners
California
$9K 259 +259 New
S
222
SignatureFD
Georgia
$8K 169 -51 -23%
AAP
223
Arax Advisory Partners
Colorado
$8K 174 – –
FGAM
224
Financial Gravity Asset Management
Texas
$7.2K 1,012 -500 -33%
MAM
225
Meeder Asset Management
Ohio
$6K 125 +125 New
7 8
9
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