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Axos Financial
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Overview Fund Activity

218 hedge funds and large institutions have $1.53B invested in Axos Financial in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 83 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+12
Holders Change %
+5.83%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
29
Increased
62
Reduced
83
Closed
13
Calls
$20.4M
Puts
$29.4M
Net Calls
-$9.01M
Net Calls Change
+$16.1M

Top Buyers

1
OAM
1
Oxford Asset Management
United Kingdom
$5.99M
2
MC
2
Maverick Capital
Texas
$3.46M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$12.1M
4
RJA
4
Raymond James & Associates
Florida
$5.69M
5
PP
5
Prudential plc
United Kingdom
$23.1M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$4.89M
2
BCM
2
Basswood Capital Management
New York
$39.9M
3
ECP
3
Elk Creek Partners
Colorado
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
TSW
26
Thompson Siegel & Walmsley
Virginia
$12.8M 449,280 -30,447 -6%
SCA
27
Summit Creek Advisors
Minnesota
$12.7M 447,637 +45,014 +11%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$12.1M 423,251 +119,015 +39%
Principal Financial Group
29
Principal Financial Group
Iowa
$12M 422,108 -16,651 -4%
PCM
30
Peregrine Capital Management
Minnesota
$11.3M 395,359 +8,043 +2%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$11.2M 395,099 +69,330 +21%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$9.91M 347,918 -261,796 -43%
NFA
33
Nationwide Fund Advisors
Ohio
$9.29M 326,211 +12,660 +4%
Morgan Stanley
34
Morgan Stanley
New York
$9.16M 321,870 +56,213 +21%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$8.85M 310,805 – –
QI
36
QS Investors
New York
$7.66M 269,161 -6,920 -3%
Charles Schwab
37
Charles Schwab
California
$7.45M 261,660 +8,177 +3%
Stifel Financial
38
Stifel Financial
Missouri
$7M 246,488 +22,301 +10%
TAM
39
Tiverton Asset Management
Delaware
$6.73M 236,421 -13,343 -5%
Goldman Sachs
40
Goldman Sachs
New York
$6.21M 218,079 -61,308 -22%
EIM
41
Essex Investment Management
Massachusetts
$6.1M 214,267 -12,320 -5%
OAM
42
Oxford Asset Management
United Kingdom
$5.99M 209,606 +209,606 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$5.72M 200,854 -6,539 -3%
RJA
44
Raymond James & Associates
Florida
$5.69M 199,984 +104,004 +108%
AllianceBernstein
45
AllianceBernstein
Tennessee
$5.32M 186,930 +26,050 +16%
Allianz Asset Management
46
Allianz Asset Management
Germany
$5.18M 181,953 – –
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$5.01M 176,024 -17,133 -9%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$4.91M 172,562 -1,238 -0.7%
KCM
49
Kennedy Capital Management
Missouri
$4.89M 171,661 -400,366 -70%
BC
50
Burney Company
Virginia
$4.62M 161,619 -2,739 -2%
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