AX icon

Axos Financial
AX

Overview Fund Activity

225 hedge funds and large institutions have $1.46B invested in Axos Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
33
Increased
71
Reduced
84
Closed
29
Calls
$11.3M
Puts
$69.3M
Net Calls
-$58.1M
Net Calls Change
-$48.7M

Top Buyers

1
BlackRock
BlackRock
New York
$194M
2
Vanguard Group
Vanguard Group
Pennsylvania
$142M
3
FAM
Fred Alger Management
New York
$32M
4
Millennium Management
Millennium Management
New York
$15.5M
5
BCM
Basswood Capital Management
New York
$24.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$71.4M
2
Morgan Stanley
Morgan Stanley
New York
$6.48M
3
VIG
Vienna Insurance Group
Poland
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
CCM
Century Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$194M +$194M +7,432,510 +115,358%
Vanguard Group
2
Vanguard Group
Pennsylvania
$142M +$33.7M +1,290,172 +31%
Ameriprise
3
Ameriprise
Minnesota
$71.4M -$13.3M -509,328 -16%
Invesco
4
Invesco
Georgia
$71M +$866K +33,127 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$58.1M -$4.13M -158,116 -7%
DAM
6
Davis Asset Management
California
$49M – – –
PM
7
Pembroke Management
Quebec, Canada
$36.7M -$6.02M -230,200 -14%
VOAM
8
Vertex One Asset Management
British Columbia, Canada
$36.5M +$2.89M +110,600 +9%
EA
9
Emerald Advisers
Pennsylvania
$36.3M +$1.26M +48,049 +4%
State Street
10
State Street
Massachusetts
$36.1M +$2.79M +106,592 +8%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.4M +$2.65M +101,528 +8%
FAM
12
Fred Alger Management
New York
$32M +$32M +1,223,942 New
SI
13
Shaker Investments
Ohio
$28.2M -$1.45M -55,500 -5%
SOMRS
14
State of Michigan Retirement System
Michigan
$27.7M – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.3M +$737K +28,213 +3%
BCM
16
Basswood Capital Management
New York
$24.9M +$7.28M +278,660 +41%
Northern Trust
17
Northern Trust
Illinois
$20.8M -$1.67K -64 -0%
KCM
18
Kennedy Capital Management
Missouri
$20.3M -$1.27M -48,723 -6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$18.9M +$341K +13,044 +2%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$17.9M -$783K -29,967 -4%
SCA
21
Stieven Capital Advisors
Missouri
$17.8M -$797K -30,500 -4%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$17M -$6.17M -236,178 -27%
PP
23
Prudential plc
United Kingdom
$16.2M +$1.93M +73,700 +13%
Millennium Management
24
Millennium Management
New York
$15.5M +$15.5M +593,492 New
TSW
25
Thompson Siegel & Walmsley
Virginia
$15.4M +$824K +31,536 +6%
1
2 3 4 5