AX icon

Axos Financial
AX

Overview Fund Activity

240 hedge funds and large institutions have $1.31B invested in Axos Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 95 reducing their positions, and 33 closing their positions.

Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
65
Reduced
95
Closed
33
Calls
$4.72M
Puts
$27.3M
Net Calls
-$22.6M
Net Calls Change
-$15.9M

Top Buyers

1
PM
1
Pembroke Management
Quebec, Canada
$25.5M
2
ACM
2
Ategra Capital Management
Virginia
$8.5M
3
PCM
3
Peregrine Capital Management
Minnesota
$6.97M
4
WA
4
Wasatch Advisors
Utah
$17.7M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$9.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$160M
2
BlackRock
2
BlackRock
New York
$246M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$0
4
VOAM
4
Vertex One Asset Management
British Columbia, Canada
$11.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$246M 8,485,772 -305,675 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$160M 5,537,220 -794,107 -13%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$68.2M 2,356,109 +113,374 +5%
State Street
4
State Street
Massachusetts
$61M 2,106,511 -94,490 -4%
Ameriprise
5
Ameriprise
Minnesota
$56.6M 1,953,527 -27,260 -1%
EIP
6
Epoch Investment Partners
New York
$41.5M 1,434,118 -73,296 -5%
RHJA
7
Rice Hall James & Associates
California
$37.3M 1,286,932 +75,066 +6%
Invesco
8
Invesco
Georgia
$31.2M 1,076,979 -78,442 -7%
PM
9
Pembroke Management
Quebec, Canada
$25.5M 881,586 +881,586 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$24.5M 847,590 -21,542 -2%
APG Asset Management
11
APG Asset Management
Netherlands
$24.3M 941,100 -24,200 -3%
Northern Trust
12
Northern Trust
Illinois
$23.8M 820,553 -6,551 -0.8%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$22.8M 785,567 +5,284 +0.7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$20.7M 715,369 +44,617 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$18.4M 634,627 +35,009 +6%
SI
16
Shaker Investments
Ohio
$17.9M 617,991 -77,624 -11%
WA
17
Wasatch Advisors
Utah
$17.7M 612,129 +134,904 +28%
FAM
18
Fred Alger Management
New York
$17.1M 590,661 -73,665 -11%
Norges Bank
19
Norges Bank
Norway
$15.8M 545,541 – –
PP
20
Prudential plc
United Kingdom
$14.7M 509,100 -52,400 -9%
Principal Financial Group
21
Principal Financial Group
Iowa
$14.1M 486,820 -6,260 -1%
BCM
22
Basswood Capital Management
New York
$13.9M 480,899 – –
RA
23
Royce & Associates
New York
$12.8M 440,522 -48,041 -10%
VOAM
24
Vertex One Asset Management
British Columbia, Canada
$11.4M 394,064 -176,300 -31%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$10.6M 366,900 +83,900 +30%
1
2 3 4 5