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Axos Financial
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Overview Fund Activity

206 hedge funds and large institutions have $1.33B invested in Axos Financial in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 32 closing their positions.

Holders
206
Holders Change
-19
Holders Change %
-8.44%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
14
Increased
84
Reduced
69
Closed
32
Calls
$15.2M
Puts
$40.4M
Net Calls
-$25.2M
Net Calls Change
+$32.9M

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$40.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.44M
3
RHJA
3
Rice Hall James & Associates
California
$19.2M
4
WA
4
Wasatch Advisors
Utah
$15M
5
RA
5
Royce & Associates
New York
$13.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$761K
2
CAM
2
Cortina Asset Management
Wisconsin
$0
3
Ameriprise
3
Ameriprise
Minnesota
$57.9M
4
PI
4
Putnam Investments
Massachusetts
$0
5
KCM
5
Kennedy Capital Management
Missouri
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$180M 7,591,710 +152,757 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M 5,550,221 +122,322 +2%
Invesco
3
Invesco
Georgia
$63.7M 2,687,312 -28,976 -1%
Ameriprise
4
Ameriprise
Minnesota
$57.9M 2,438,966 -294,007 -11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$52.5M 2,211,979 -10,220 -0.5%
DAM
6
Davis Asset Management
California
$47.4M 2,000,000 +125,000 +7%
BCM
7
Basswood Capital Management
New York
$40.8M 1,718,337 +765,586 +80%
VOAM
8
Vertex One Asset Management
British Columbia, Canada
$36.1M 1,520,226 +122,536 +9%
State Street
9
State Street
Massachusetts
$34.1M 1,439,590 +58,774 +4%
PM
10
Pembroke Management
Quebec, Canada
$33.3M 1,403,436 +700 +0%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32.1M 1,351,448 -2,988 -0.2%
EA
12
Emerald Advisers
Pennsylvania
$31.7M 1,336,463 -54,622 -4%
FAM
13
Fred Alger Management
New York
$26.8M 1,130,205 -93,737 -8%
SOMRS
14
State of Michigan Retirement System
Michigan
$25.2M 1,061,487 – –
SI
15
Shaker Investments
Ohio
$25M 1,055,242 -23,455 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.6M 993,233 +24,314 +3%
Northern Trust
17
Northern Trust
Illinois
$19.5M 823,146 +27,080 +3%
RHJA
18
Rice Hall James & Associates
California
$19.2M 809,652 +290,127 +56%
PP
19
Prudential plc
United Kingdom
$17M 718,500 +98,700 +16%
SCA
20
Stieven Capital Advisors
Missouri
$16.1M 678,602 -1,300 -0.2%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$15.5M 653,356 -32,370 -5%
WA
22
Wasatch Advisors
Utah
$15M 632,947 +259,310 +69%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$14.5M 609,714 +28,960 +5%
KCM
24
Kennedy Capital Management
Missouri
$13.6M 572,027 -205,624 -26%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$13.5M 569,443 -79,278 -12%
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