AX icon

Axos Financial
AX

Overview Fund Activity

225 hedge funds and large institutions have $1.46B invested in Axos Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
33
Increased
71
Reduced
84
Closed
29
Calls
$11.3M
Puts
$69.3M
Net Calls
-$58.1M
Net Calls Change
-$48.7M

Top Buyers

1
BlackRock
BlackRock
New York
$194M
2
Vanguard Group
Vanguard Group
Pennsylvania
$142M
3
FAM
Fred Alger Management
New York
$32M
4
Millennium Management
Millennium Management
New York
$15.5M
5
BCM
Basswood Capital Management
New York
$24.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$71.4M
2
Morgan Stanley
Morgan Stanley
New York
$6.48M
3
VIG
Vienna Insurance Group
Poland
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
CCM
Century Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
51
Two Sigma Investments
New York
$4.32M -$5.94M -227,333 -58%
OCM
52
Osterweis Capital Management
California
$4.28M -$523K -20,015 -11%
TCIM
53
TIAA CREF Investment Management
New York
$4.26M -$178K -6,811 -4%
BC
54
Burney Company
Virginia
$4.08M +$434K +16,610 +12%
Goldman Sachs
55
Goldman Sachs
New York
$4.07M -$570K -21,832 -12%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$3.99M -$611K -23,388 -13%
AII
57
AGF Investments Inc
Ontario, Canada
$3.92M – – –
First Trust Advisors
58
First Trust Advisors
Illinois
$3.86M +$80.9K +3,094 +2%
RFWA
59
RPg Family Wealth Advisory
Massachusetts
$3.52M +$3.52M +134,577 New
Prudential Financial
60
Prudential Financial
New Jersey
$3.48M -$204K -7,820 -6%
Axa
61
Axa
France
$3.42M +$41.8K +1,600 +1%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$3.17M +$829K +31,718 +35%
GC
63
Gratus Capital
Georgia
$3.16M – – –
GC
64
Guggenheim Capital
Illinois
$3.15M -$213K -8,137 -6%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$3.09M -$144K -5,500 -4%
MAM
66
Majedie Asset Management
United Kingdom
$2.98M +$339K +12,983 +13%
Comerica Bank
67
Comerica Bank
Texas
$2.89M +$57.3K +2,316 +2%
Creative Planning
68
Creative Planning
Kansas
$2.76M +$81K +3,100 +3%
Legal & General Group
69
Legal & General Group
United Kingdom
$2.74M +$7.85K +300 +0.3%
TA
70
Teachers Advisors
New York
$2.71M +$112K +4,296 +4%
AQR Capital Management
71
AQR Capital Management
Connecticut
$2.68M +$994K +38,037 +59%
Wells Fargo
72
Wells Fargo
California
$2.51M -$441K -16,874 -15%
AllianceBernstein
73
AllianceBernstein
Tennessee
$2.46M -$65.3K -2,500 -3%
Swiss National Bank
74
Swiss National Bank
Switzerland
$2.45M +$31.4K +1,200 +1%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$2.33M -$1.4M -53,622 -38%
1 2
3
4 5