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Axos Financial
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Overview Fund Activity

230 hedge funds and large institutions have $1.6B invested in Axos Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 49 closing their positions.

Holders
230
Holders Change
-17
Holders Change %
-6.88%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
33
Increased
80
Reduced
79
Closed
49
Calls
$19.5M
Puts
$54.7M
Net Calls
-$35.2M
Net Calls Change
+$2.63M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$47.2M
2
BlackRock
2
BlackRock
New York
$300M
3
APG Asset Management
3
APG Asset Management
Netherlands
$24.9M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$12.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$229M

Top Sellers

1
EA
1
Emerald Advisers
Pennsylvania
$0
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
3
PM
3
Pembroke Management
Quebec, Canada
$0
4
DAM
4
Davis Asset Management
California
$6.96M
5
QI
5
QS Investors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$12.2M 355,603 +125,787 +55%
Morgan Stanley
27
Morgan Stanley
New York
$11.7M 339,154 +27,350 +9%
SCA
28
Stieven Capital Advisors
Missouri
$11.6M 336,297 -44,000 -12%
Charles Schwab
29
Charles Schwab
California
$10.6M 309,177 +14,411 +5%
MFIMFI
30
Mesirow Financial Investment Management - Fixed Income
Illinois
$9.93M 288,908 -6,020 -2%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$9.73M 283,000 -27,900 -9%
OCM
32
Osterweis Capital Management
California
$8.95M 260,370 +126,850 +95%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$8.58M 247,807 +7,991 +3%
GACM
34
Global Alpha Capital Management
Quebec, Canada
$8.32M 241,800 +134,700 +126%
EIM
35
Essex Investment Management
Massachusetts
$7.76M 225,583 +75,261 +50%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$7.04M 204,597 +19,050 +10%
DAM
37
Davis Asset Management
California
$6.96M 202,328 -623,965 -76%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$6.79M 197,376 +31,274 +19%
Goldman Sachs
39
Goldman Sachs
New York
$6.06M 176,260 +8,370 +5%
KCM
40
Kennedy Capital Management
Missouri
$5.95M 173,118 +173,118 New
Wells Fargo
41
Wells Fargo
California
$5.68M 165,246 +6,400 +4%
AQR Capital Management
42
AQR Capital Management
Connecticut
$5.65M 164,216 -5,850 -3%
BC
43
Burney Company
Virginia
$5.63M 163,602 -15,626 -9%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$5.54M 161,152 +3,361 +2%
Millennium Management
45
Millennium Management
New York
$5.03M 146,198 +146,198 New
AllianceBernstein
46
AllianceBernstein
Tennessee
$5.01M 145,760 – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.7M 136,518 -4,145 -3%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$4.66M 135,569 -6,400 -5%
BCM
49
Bridgeway Capital Management
Texas
$4.64M 135,000 – –
SI
50
Scout Investments
Missouri
$4.56M 132,541 +2,765 +2%
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