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Axos Financial
AX

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 %
OCM
51
Osterweis Capital Management
California
$3.42M -$2.15M -78,880 -39%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.24M +$1.9M +69,700 +142%
Bank of America
53
Bank of America
North Carolina
$3.14M +$472K +17,314 +18%
Wells Fargo
54
Wells Fargo
California
$3M -$2.59M -95,196 -46%
Goldman Sachs
55
Goldman Sachs
New York
$2.89M -$2.28M -83,522 -44%
MCM
56
Matarin Capital Management
New York
$2.84M +$19.8K +725 +0.7%
Swiss National Bank
57
Swiss National Bank
Switzerland
$2.81M – – –
GC
58
Gratus Capital
Georgia
$2.62M -$101K -3,700 -4%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$2.6M +$12.2K +447 +0.5%
Barclays
60
Barclays
United Kingdom
$2.53M -$579K -21,259 -19%
Prudential Financial
61
Prudential Financial
New Jersey
$2.45M -$3K -110 -0.1%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$2.43M +$8.83K +324 +0.4%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$2.42M +$2.34M +85,887 +2,867%
Millennium Management
64
Millennium Management
New York
$2.36M +$1.62M +59,557 +221%
ASRS
65
Arizona State Retirement System
Arizona
$2.28M +$15.2K +558 +0.7%
AQR Capital Management
66
AQR Capital Management
Connecticut
$2.12M -$734K -26,953 -26%
FG
67
Formula Growth
Quebec, Canada
$2.05M – – –
Wellington Management Group
68
Wellington Management Group
Massachusetts
$2.04M – – –
Russell Investments Group
69
Russell Investments Group
United Kingdom
$2.01M +$1.08M +39,517 +115%
RI
70
Ridgewood Investments
New Jersey
$1.98M -$21.8K -800 -1%
BFA
71
Bragg Financial Advisors
North Carolina
$1.96M +$1.39M +50,842 +240%
Canada Life
72
Canada Life
Manitoba, Canada
$1.96M -$37.1K -1,364 -2%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$1.72M -$84.5K -3,100 -5%
IA
74
Icon Advisers
Colorado
$1.71M +$432K +14,200 +34%
Creative Planning
75
Creative Planning
Kansas
$1.68M -$606K -22,240 -26%
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