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Axos Financial
AX

Overview Fund Activity

226 hedge funds and large institutions have $1.26B invested in Axos Financial in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
71
Reduced
76
Closed
23
Calls
$5.25M
Puts
$23.3M
Net Calls
-$18.1M
Net Calls Change
+$2.15M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$61.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13M
4
Millennium Management
4
Millennium Management
New York
$8.22M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.84M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600K
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
RA
3
Royce & Associates
New York
$8.24M
4
OCM
4
Osterweis Capital Management
California
$0
5
State Street
5
State Street
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.74M +$450K +16,288 +14%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$3.67M +$1.22M +43,975 +49%
CIS
53
Connors Investor Services
Pennsylvania
$3.58M +$13.8K +499 +0.4%
BC
54
Burney Company
Virginia
$3.52M -$388K -14,045 -10%
CTA
55
Carillon Tower Advisers
Florida
$3.47M -$33.2K -1,200 -0.9%
Wells Fargo
56
Wells Fargo
California
$3.14M +$98.3K +3,556 +3%
Swiss National Bank
57
Swiss National Bank
Switzerland
$2.85M – – –
MCM
58
Matarin Capital Management
New York
$2.74M -$136K -4,925 -5%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$2.7M +$56.6K +2,046 +2%
GC
60
Gratus Capital
Georgia
$2.59M -$69.1K -2,500 -3%
Barclays
61
Barclays
United Kingdom
$2.53M -$37.2K -1,346 -1%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$2.49M +$25K +904 +1%
Prudential Financial
63
Prudential Financial
New Jersey
$2.44M -$45.3K -1,637 -2%
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$2.38M +$2.38M +85,900 New
Russell Investments Group
65
Russell Investments Group
United Kingdom
$2.36M +$325K +11,744 +16%
RCG
66
Rock Creek Group
District of Columbia
$2.19M +$1.64M +59,200 +296%
Bank of America
67
Bank of America
North Carolina
$2.05M -$1.14M -41,058 -36%
BFA
68
Bragg Financial Advisors
North Carolina
$2.03M +$39K +1,411 +2%
RI
69
Ridgewood Investments
New Jersey
$1.92M -$82.9K -3,000 -4%
Canada Life
70
Canada Life
Manitoba, Canada
$1.78M -$204K -7,379 -10%
Creative Planning
71
Creative Planning
Kansas
$1.76M +$55.3K +2,000 +3%
ASRS
72
Arizona State Retirement System
Arizona
$1.73M -$583K -21,091 -25%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$1.71M -$31K -1,121 -2%
IA
74
Icon Advisers
Colorado
$1.71M – – –
Comerica Bank
75
Comerica Bank
Texas
$1.51M -$23.7K -787 -2%
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