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Axos Financial
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Overview Fund Activity

227 hedge funds and large institutions have $1.23B invested in Axos Financial in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-13
Holders Change %
-5.42%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
80
Reduced
72
Closed
31
Calls
$4.85M
Puts
$25M
Net Calls
-$20.2M
Net Calls Change
+$2.37M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.3M
2
EIP
2
Epoch Investment Partners
New York
$47.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.87M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$12.5M
5
WA
5
Wasatch Advisors
Utah
$19.7M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$6.41M
2
GACM
2
Global Alpha Capital Management
Quebec, Canada
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$13.1M
4
VOAM
4
Vertex One Asset Management
British Columbia, Canada
$1.37M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$8.99M +$242K +8,886 +3%
Charles Schwab
27
Charles Schwab
California
$8.83M +$284K +10,420 +3%
STB
28
S&T Bank
Pennsylvania
$8.78M +$381K +13,997 +5%
SCA
29
Stieven Capital Advisors
Missouri
$7.75M -$95.4K -3,500 -1%
PCM
30
Peregrine Capital Management
Minnesota
$7.34M +$780K +28,614 +12%
ACM
31
Ategra Capital Management
Virginia
$7.19M -$805K -29,558 -10%
KCM
32
Kennedy Capital Management
Missouri
$6.97M -$734K -26,950 -10%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$6.87M +$6.87M +252,262 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$6.53M -$33.7K -1,238 -0.5%
MFIMFI
35
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.49M +$1.01M +36,945 +18%
FAM
36
Fred Alger Management
New York
$6.41M -$9.69M -355,487 -60%
Deutsche Bank
37
Deutsche Bank
Germany
$6.19M -$606K -22,239 -9%
SI
38
Scout Investments
Missouri
$5.71M +$2.22M +81,530 +64%
DAM
39
Davis Asset Management
California
$5.41M – – –
AllianceBernstein
40
AllianceBernstein
Tennessee
$5.33M +$684K +25,100 +15%
EIM
41
Essex Investment Management
Massachusetts
$5.17M -$256K -9,383 -5%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$4.65M +$187K +6,865 +4%
PPA
43
Parametric Portfolio Associates
Washington
$4.55M -$824K -30,252 -15%
QI
44
QS Investors
New York
$4.37M -$1.05M -38,464 -19%
Legal & General Group
45
Legal & General Group
United Kingdom
$3.87M -$8.77K -322 -0.2%
BC
46
Burney Company
Virginia
$3.86M -$203K -7,438 -5%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.83M +$1.24M +45,422 +48%
CIS
48
Connors Investor Services
Pennsylvania
$3.51M -$5.94K -218 -0.2%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$3.47M -$270K -9,893 -7%
CTA
50
Carillon Tower Advisers
Florida
$3.46M +$70.8K +2,600 +2%
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