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Axos Financial
AX

Overview Fund Activity

237 hedge funds and large institutions have $1.59B invested in Axos Financial in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 79 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+19
Holders Change %
+8.72%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
43
Increased
79
Reduced
76
Closed
24
Calls
$17.4M
Puts
$51.8M
Net Calls
-$34.5M
Net Calls Change
-$25.5M

Top Buyers

1
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$22M
2
BlackRock
BlackRock
New York
$237M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$23.9M
4
APG Asset Management
APG Asset Management
Netherlands
$10.1M
5
BCM
Basswood Capital Management
New York
$48.7M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
$0
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.2M
3
EA
Emerald Advisers
Pennsylvania
$22.6M
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
OAM
Oxford Asset Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$237M +$10M +334,469 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$169M +$1.65M +55,155 +1%
Invesco
3
Invesco
Georgia
$79.4M -$1.13M -37,895 -1%
Ameriprise
4
Ameriprise
Minnesota
$66.5M -$3.05M -102,022 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$65.2M -$501K -16,769 -0.8%
DAM
6
Davis Asset Management
California
$59.8M – – –
BCM
7
Basswood Capital Management
New York
$48.7M +$6.84M +228,912 +16%
State Street
8
State Street
Massachusetts
$44.1M +$2.07M +69,188 +5%
VOAM
9
Vertex One Asset Management
British Columbia, Canada
$42.4M -$837K -28,000 -2%
PM
10
Pembroke Management
Quebec, Canada
$34.4M -$1.95M -65,300 -5%
FAM
11
Fred Alger Management
New York
$34.1M -$1.02M -34,110 -3%
SI
12
Shaker Investments
Ohio
$29.7M -$1.19M -39,825 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$29.3M -$250K -8,360 -0.8%
PP
14
Prudential plc
United Kingdom
$27.1M +$2.91M +97,300 +12%
RHJA
15
Rice Hall James & Associates
California
$26.5M +$3.01M +100,769 +13%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$23.9M +$8.9M +297,803 +59%
Northern Trust
17
Northern Trust
Illinois
$23M -$420K -14,059 -2%
EA
18
Emerald Advisers
Pennsylvania
$22.6M -$14.7M -492,227 -39%
MFIMFI
19
Mesirow Financial Investment Management - Fixed Income
Illinois
$22M +$22M +735,443 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$19.6M +$1.99M +66,445 +11%
EMFAT
21
Emerald Mutual Fund Advisers Trust
Pennsylvania
$18.2M -$15.1M -503,533 -45%
WA
22
Wasatch Advisors
Utah
$17M -$2.42M -80,919 -12%
SCA
23
Stieven Capital Advisors
Missouri
$16.7M -$41.9K -1,400 -0.2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$15.7M +$103K +3,431 +0.7%
RA
25
Royce & Associates
New York
$15.1M -$387K -12,927 -2%
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