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Axos Financial
AX

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 %
CSA
151
Cottage Street Advisors
Massachusetts
$456K +$456K +16,000 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$424K -$53.1K -1,867 -11%
MSA
153
Mason Street Advisors
Wisconsin
$404K -$1.4K -49 -0.3%
AG
154
Aperio Group
California
$397K +$62.8K +2,206 +19%
FMT
155
First Mercantile Trust
Tennessee
$358K – – –
DVM
156
Dreman Value Management
Florida
$357K – – –
TA
157
Tiedemann Advisors
New York
$352K +$352K +15,701 New
PIA
158
Piedmont Investment Advisors
North Carolina
$347K -$7.97K -280 -2%
O
159
OppenheimerFunds
New York
$333K -$74.7K -2,621 -18%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$329K +$329K +11,545 New
SG Americas Securities
161
SG Americas Securities
New York
$329K +$329K +11,572 New
SOADOR
162
State of Alaska Department of Revenue
Alaska
$326K +$1.99K +70 +0.6%
Arrowstreet Capital
163
Arrowstreet Capital
Massachusetts
$316K +$316K +11,100 New
CIM
164
CIM Investment Management
Pennsylvania
$310K – – –
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$308K +$50.1K +1,763 +19%
ACI
166
Alpha Cubed Investments
California
$305K – – –
EMG
167
Ellington Management Group
Connecticut
$296K +$296K +10,400 New
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$285K – – –
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$263K +$13.1K +457 +5%
TRCT
170
Tower Research Capital (TRC)
New York
$255K +$255K +8,978 New
DADC
171
D.A. Davidson & Co
Montana
$248K +$148K +5,215 +148%
Jane Street
172
Jane Street
New York
$248K +$248K +8,711 New
N
173
Natixis
France
$239K +$239K +8,391 New
JFG
174
Jefferies Financial Group
New York
$237K +$237K +8,325 New
WS
175
Wedbush Securities
California
$236K +$236K +8,275 New
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7
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