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Axos Financial
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Overview Fund Activity

227 hedge funds and large institutions have $1.23B invested in Axos Financial in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 31 closing their positions.

Holders
227
Holders Change
-13
Holders Change %
-5.42%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
80
Reduced
72
Closed
31
Calls
$4.85M
Puts
$25M
Net Calls
-$20.2M
Net Calls Change
+$2.37M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.3M
2
EIP
2
Epoch Investment Partners
New York
$47.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.87M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$12.5M
5
WA
5
Wasatch Advisors
Utah
$19.7M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$6.41M
2
GACM
2
Global Alpha Capital Management
Quebec, Canada
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$13.1M
4
VOAM
4
Vertex One Asset Management
British Columbia, Canada
$1.37M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$234M 8,574,826 +89,054 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$150M 5,516,236 -20,984 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.3M 2,358,840 +2,731 +0.1%
Ameriprise
4
Ameriprise
Minnesota
$55.6M 2,041,486 +87,959 +5%
State Street
5
State Street
Massachusetts
$53.6M 1,966,007 -140,504 -7%
EIP
6
Epoch Investment Partners
New York
$47.1M 1,730,174 +296,056 +21%
RHJA
7
Rice Hall James & Associates
California
$33.6M 1,231,911 -55,021 -4%
Invesco
8
Invesco
Georgia
$30M 1,102,605 +25,626 +2%
Northern Trust
9
Northern Trust
Illinois
$25M 916,024 +95,471 +12%
PM
10
Pembroke Management
Quebec, Canada
$23.5M 862,009 -19,577 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$23.2M 853,051 +5,461 +0.6%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$21.1M 775,311 -10,256 -1%
WA
13
Wasatch Advisors
Utah
$19.7M 724,308 +112,179 +18%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$18.7M 695,588 -19,781 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$18.6M 681,470 +46,843 +7%
SI
16
Shaker Investments
Ohio
$18.4M 675,590 +57,599 +9%
Norges Bank
17
Norges Bank
Norway
$17M 622,851 +77,310 +14%
PP
18
Prudential plc
United Kingdom
$14.9M 547,100 +38,000 +7%
APG Asset Management
19
APG Asset Management
Netherlands
$13.1M 547,900 -393,200 -42%
BCM
20
Basswood Capital Management
New York
$13.1M 480,899 – –
Principal Financial Group
21
Principal Financial Group
Iowa
$12.7M 465,299 -21,521 -4%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$12.5M 460,000 +175,000 +61%
RA
23
Royce & Associates
New York
$12.3M 449,659 +9,137 +2%
Morgan Stanley
24
Morgan Stanley
New York
$11.3M 412,977 +323,402 +361%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$10.2M 375,100 +8,200 +2%
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