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Axos Financial
AX

Overview Fund Activity

240 hedge funds and large institutions have $1.31B invested in Axos Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
65
Reduced
95
Closed
33
Calls
$4.72M
Puts
$27.3M
Net Calls
-$22.6M
Net Calls Change
-$15.9M

Top Buyers

1
PM
Pembroke Management
Quebec, Canada
$25.5M
2
PCM
Peregrine Capital Management
Minnesota
$6.97M
3
WA
Wasatch Advisors
Utah
$17.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$9.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$68.2M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$160M
2
BlackRock
BlackRock
New York
$246M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
4
VOAM
Vertex One Asset Management
British Columbia, Canada
$11.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$534K -$61.5K -2,125 -10%
HW
127
Hancock Whitney
Mississippi
$533K +$105K +3,637 +25%
SOADOR
128
State of Alaska Department of Revenue
Alaska
$525K -$8.82K -305 -2%
AG
129
Advisor Group
Arizona
$523K -$16.1K -556 -3%
SG Americas Securities
130
SG Americas Securities
New York
$510K +$510K +17,610 New
MSA
131
Mason Street Advisors
Wisconsin
$501K +$3.77K +130 +0.8%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$498K – – –
Holocene Advisors
133
Holocene Advisors
New York
$484K +$180K +6,213 +59%
Balyasny Asset Management
134
Balyasny Asset Management
Illinois
$476K -$171K -5,920 -26%
MERSOM
135
Municipal Employees' Retirement System of Michigan
Michigan
$459K -$4.06K -140 -0.9%
AG
136
Aperio Group
California
$458K -$522 -18 -0.1%
VHAM
137
Van Hulzen Asset Management
California
$452K +$17.7K +613 +4%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$447K +$3.39K +117 +0.8%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$444K -$45.2K -1,564 -9%
PP
140
Paloma Partners
Connecticut
$436K -$32.2K -1,112 -7%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$412K -$2.17M -74,908 -84%
BC
142
Barnett & Company
Tennessee
$408K – – –
SEI Investments
143
SEI Investments
Pennsylvania
$402K -$620K -19,540 -61%
PIA
144
Piedmont Investment Advisors
North Carolina
$398K +$14.9K +515 +4%
GHCM
145
Glen Harbor Capital Management
California
$390K – – –
AA
146
ALPS Advisors
Colorado
$387K +$387K +13,351 New
PAM
147
Private Asset Management
California
$378K +$75.9K +2,620 +25%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$359K +$51.6K +1,784 +17%
PA
149
Pinnacle Associates
New York
$348K -$31.9K -1,100 -8%
MIH
150
Meitav Investment House
Israel
$342K +$106K +3,630 +45%
4 5
6
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