AX icon

Axos Financial
AX

Overview Fund Activity

240 hedge funds and large institutions have $1.31B invested in Axos Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 95 reducing their positions, and 33 closing their positions.

Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
65
Reduced
95
Closed
33
Calls
$4.72M
Puts
$27.3M
Net Calls
-$22.6M
Net Calls Change
-$15.9M

Top Buyers

1
PM
1
Pembroke Management
Quebec, Canada
$25.5M
2
PCM
2
Peregrine Capital Management
Minnesota
$6.97M
3
WA
3
Wasatch Advisors
Utah
$17.7M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$9.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$68.2M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$160M
2
BlackRock
2
BlackRock
New York
$246M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$0
4
VOAM
4
Vertex One Asset Management
British Columbia, Canada
$11.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GACM
26
Global Alpha Capital Management
Quebec, Canada
$9.5M +$1.03M +35,400 +12%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$9.3M +$3.47M +119,878 +60%
Charles Schwab
28
Charles Schwab
California
$9.08M +$153K +5,266 +2%
STB
29
S&T Bank
Pennsylvania
$8.93M -$252K -8,688 -3%
ACM
30
Ategra Capital Management
Virginia
$8.5M +$8.5M +293,381 New
SCA
31
Stieven Capital Advisors
Missouri
$8.34M +$20.3K +700 +0.2%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$8.25M +$724K +25,000 +10%
KCM
33
Kennedy Capital Management
Missouri
$8.19M +$199K +6,868 +2%
Deutsche Bank
34
Deutsche Bank
Germany
$7.22M -$4.22M -145,728 -37%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$6.97M -$40.3K -1,390 -0.6%
PCM
36
Peregrine Capital Management
Minnesota
$6.97M +$6.97M +240,560 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$6.02M +$807K +27,856 +15%
Wells Fargo
38
Wells Fargo
California
$5.95M +$1.51M +52,261 +34%
OCM
39
Osterweis Capital Management
California
$5.92M +$262K +9,050 +5%
MFIMFI
40
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.83M -$1.99M -68,590 -25%
EIM
41
Essex Investment Management
Massachusetts
$5.76M -$685K -23,650 -11%
QI
42
QS Investors
New York
$5.76M -$78K -2,692 -1%
DAM
43
Davis Asset Management
California
$5.75M – – –
PPA
44
Parametric Portfolio Associates
Washington
$5.71M +$818K +28,256 +17%
Goldman Sachs
45
Goldman Sachs
New York
$5.49M -$583K -20,112 -10%
AllianceBernstein
46
AllianceBernstein
Tennessee
$4.94M +$717K +24,754 +17%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.75M -$31.8K -1,097 -0.7%
BC
48
Burney Company
Virginia
$4.31M -$183K -6,331 -4%
Legal & General Group
49
Legal & General Group
United Kingdom
$4.13M +$261K +9,004 +7%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$3.98M +$349K +12,056 +10%
1
2
3 4 5