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Axos Financial
AX

Overview Fund Activity

217 hedge funds and large institutions have $994M invested in Axos Financial in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+15
Holders Change %
+7.43%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
66
Reduced
71
Closed
19
Calls
$8.86M
Puts
$8.26M
Net Calls
+$596K
Net Calls Change
+$2.03M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$25.8M
2
Wells Fargo
2
Wells Fargo
California
$8.49M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55M
4
BCM
4
Bridgeway Capital Management
Texas
$5.34M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.21M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$15.6M
2
Ameriprise
2
Ameriprise
Minnesota
$35.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$119M
4
Invesco
4
Invesco
Georgia
$19.4M
5
EIP
5
Epoch Investment Partners
New York
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Pinnacle Associates
New York
$216K +$216K +9,800 New
HW
152
Hancock Whitney
Mississippi
$211K -$83.1K -3,761 -28%
MCCP
153
Mission Creek Capital Partners
California
$209K +$209K +9,470 New
Wolverine Trading
154
Wolverine Trading
Illinois
$207K +$207K +9,615 New
OR
155
Olympiad Research
Connecticut
$206K +$206K +9,347 New
CIM
156
CIM Investment Management
Pennsylvania
$204K +$204K +9,224 New
CS
157
Credit Suisse
Switzerland
$200K +$200K +9,074 New
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$188K – – –
PAM
159
Panagora Asset Management
Massachusetts
$187K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$162K – – –
TRCT
161
Tower Research Capital (TRC)
New York
$161K +$161K +7,284 +66,218%
CA
162
Clearstead Advisors
Ohio
$155K – – –
BBHC
163
Brown Brothers Harriman & Co
New York
$126K +$126K +5,723 New
UBS Group
164
UBS Group
Switzerland
$117K +$35.5K +1,611 +44%
AIP
165
Ameritas Investment Partners
Nebraska
$112K – – –
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$110K -$2.17M -98,361 -95%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$107K +$22.9K +1,035 +27%
EARNEST Partners
168
EARNEST Partners
Georgia
$79K – – –
GT
169
Glenmede Trust
Pennsylvania
$74K -$52.3K -2,376 -41%
US Bancorp
170
US Bancorp
Minnesota
$73K – – –
APWA
171
Atlas Private Wealth Advisors
New Jersey
$70K +$70K +3,150 New
NIT
172
NumerixS Investment Technologies
British Columbia, Canada
$67K +$8.86K +400 +15%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$64K +$5.06K +231 +9%
OC
174
Oakworth Capital
Alabama
$60K -$28.8K -1,300 -32%
MOACM
175
Mutual of America Capital Management
New York
$56K +$5.71K +258 +11%
5 6
7
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