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Axos Financial
AX

251 hedge funds and large institutions have $1.61B invested in Axos Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

5% more funds holding

Funds holding: 238 → 251 (+13)

5% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 84

0.03% more ownership

Funds ownership: 78.35% → 78.38% (+0.03%)

4% less capital invested

Capital invested by funds: $1.68B → $1.61B (-$72.2M)

84% less call options, than puts

Call options by funds: $8.94M | Put options by funds: $56.8M

Holders
251
Holders Change
+13
Holders Change %
+5.46%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
34
Increased
88
Reduced
84
Closed
18
Calls
$8.94M
Puts
$56.8M
Net Calls
-$47.8M
Net Calls Change
+$28.7M

Top Buyers

1
CWM
CCG Wealth Management
California
+$14.2M
2
Millennium Management
Millennium Management
New York
+$13.8M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$6.89M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.94M
5
FAM
Fred Alger Management
New York
+$4.61M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
-$14.9M
2
WA
Wasatch Advisors
Utah
-$11.6M
3
State Street
State Street
Massachusetts
-$9.35M
4
OCM
Orchard Capital Management
Illinois
-$6.36M
5
RHJA
Rice Hall James & Associates
California
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$59K – – –
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$59K +$5.34K +132 +8%
HIIFS
203
Harel Insurance Investments & Financial Services
Israel
$49K +$56.7K +1,400 New
OC
204
Oakworth Capital
Alabama
$45K – – –
SWA
205
Sutton Wealth Advisors
Florida
$43.2K -$931 -23 -2%
HNB
206
Huntington National Bank
Ohio
$36K +$29.7K +734 +231%
National Bank of Canada
207
National Bank of Canada
Quebec, Canada
$31K +$6.19K +153 +20%
Macquarie Group
208
Macquarie Group
Australia
$29K -$34.2K -845 Closed
SOW
209
State of Wyoming
Wyoming
$26K -$2.35K -58 -7%
Lazard Asset Management
210
Lazard Asset Management
New York
$25K – – –
MSFP
211
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
NCA
212
New Century Advisors
Maryland
$24K +$486 +12 +2%
EIM
213
Essex Investment Management
Massachusetts
$20K – – –
PP
214
PrairieView Partners
Minnesota
$14K – – –
TWA
215
TCI Wealth Advisors
Arizona
$14K +$162 +4 +1%
AWM
216
Avior Wealth Management
Nebraska
$13K – – –
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$13K +$11.2K +276 +276%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$12K -$567 -14 -4%
PA
219
Parallel Advisors
California
$12K +$445 +11 +3%
GRP
220
Global Retirement Partners
California
$11K +$243 +6 +2%
CCM
221
Covington Capital Management
California
$10K +$12.1K +300 New
WFA
222
Wipfli Financial Advisors
Wisconsin
$7K +$8.5K +210 New
AAP
223
Arax Advisory Partners
Colorado
$6K – – –
FHA
224
First Horizon Advisors
Tennessee
$6K +$40 +1 +0.6%
QCG
225
Quadrant Capital Group
Ohio
$6K +$324 +8 +4%
7 8
9
10 11

AX Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Axos Financial (AX) for Q3 2022, worth a combined $1.61B — down 4.3% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AX positions and 18 closed out — a net gain of 16 holders — while 88 added to existing stakes and 84 trimmed.

The largest buyer was CCG Wealth Management, opening a new position worth an estimated $14.2M. The largest seller was Aberdeen Group, cutting an estimated $14.9M.

  • 251 institutional investors held Axos Financial (AX) as of Q3 2022, up from 238 in Q2 2022.
  • Funds reported $1.61B of Axos Financial stock for Q3 2022, down 4.3% quarter-over-quarter.
  • 34 funds opened new Axos Financial positions in Q3 2022 and 18 closed out, a net change of +16 holders.
  • The largest Axos Financial buyer in Q3 2022 was CCG Wealth Management, an estimated $14.2M added.
  • The largest Axos Financial seller in Q3 2022 was Aberdeen Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2022.