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Axos Financial
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Overview Fund Activity

218 hedge funds and large institutions have $1.53B invested in Axos Financial in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 83 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+12
Holders Change %
+5.83%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
29
Increased
62
Reduced
83
Closed
13
Calls
$20.4M
Puts
$29.4M
Net Calls
-$9.01M
Net Calls Change
+$16.1M

Top Buyers

1
OAM
1
Oxford Asset Management
United Kingdom
$5.99M
2
MC
2
Maverick Capital
Texas
$3.46M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$12.1M
4
RJA
4
Raymond James & Associates
Florida
$5.69M
5
PP
5
Prudential plc
United Kingdom
$23.1M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$4.89M
2
BCM
2
Basswood Capital Management
New York
$39.9M
3
ECP
3
Elk Creek Partners
Colorado
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
126
United Services Automobile Association
Texas
$964K +$964K +33,870 New
CCMH
127
Cornerstone Capital Management Holdings
New York
$961K -$987K -34,700 -51%
New York State Teachers Retirement System (NYSTRS)
128
New York State Teachers Retirement System (NYSTRS)
New York
$951K – – –
AC
129
Avenir Corporation
Virginia
$926K – – –
SCM
130
Sterling Capital Management
North Carolina
$855K +$855K +30,016 New
William Blair & Company
131
William Blair & Company
Illinois
$851K -$215K -7,550 -20%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$850K +$315K +11,074 +59%
ASRS
133
Arizona State Retirement System
Arizona
$826K -$31.3K -1,100 -4%
MSU
134
Mizuho Securities USA
New York
$806K – – –
Fidelity Investments
135
Fidelity Investments
Massachusetts
$729K – – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$720K +$70.7K +2,482 +11%
PA
137
Pinnacle Associates
New York
$710K – – –
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$679K – – –
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$646K -$22.8K -800 -3%
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$637K +$34.4K +1,207 +6%
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$606K – – –
MERSOM
142
Municipal Employees' Retirement System of Michigan
Michigan
$600K +$212K +7,460 +55%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$579K +$289K +10,145 +99%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$537K – – –
FP
145
Foundry Partners
Minnesota
$536K -$184K -6,475 -26%
AA
146
ALPS Advisors
Colorado
$517K +$44.4K +1,561 +9%
CGH
147
Crossmark Global Holdings
Texas
$514K +$514K +18,056 New
Two Sigma Investments
148
Two Sigma Investments
New York
$509K -$108K -3,808 -18%
AG
149
Advisor Group
Arizona
$485K +$3.81K +134 +0.8%
Millennium Management
150
Millennium Management
New York
$456K -$457K -16,059 -50%
4 5
6
7 8