Stock Ideas
New
Stocks
Funds
Screener
Sectors
Watchlists
More
AX - Axos Financial Inc Stock Price, Fair Value and News
61.54
USD
+0.40
(+0.65%)
Delayed
Watchlist
Share
Stock
/
AX
/
Funds-Owners-Holders
Which funds bought or sold AX recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-16
AVENIR CORP
UNCHANGED
Premium
Premium
Premium
Premium
20,790
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
54,831
2024-05-16
EJF Capital LLC
REDUCED
Premium
Premium
Premium
Premium
52,393
2024-05-16
Jaffetilchin Investment Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
11,198
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
44,796
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
11,024
2024-05-16
Tidal Investments LLC
ADDED
Premium
Premium
Premium
Premium
28,294
2024-05-16
Beacon Capital Management, LLC
NEW
Premium
Premium
Premium
Premium
21.00
2024-05-16
Creekmur Asset Management LLC
REDUCED
Premium
Premium
Premium
Premium
34.00
2024-05-16
HANCOCK WHITNEY CORP
ADDED
Premium
Premium
Premium
Premium
12,461
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
22,545
2024-05-15
AQR CAPITAL MANAGEMENT LLC
ADDED
Premium
Premium
Premium
Premium
177,436
2024-05-15
Point72 Asset Management, L.P.
ADDED
Premium
Premium
Premium
Premium
10,249
2024-05-15
D. E. Shaw & Co., Inc.
REDUCED
Premium
Premium
Premium
Premium
313,414
2024-05-15
JANUS HENDERSON GROUP PLC
ADDED
Premium
Premium
Premium
Premium
55,640
2024-05-15
Redwood Investments, LLC
REDUCED
Premium
Premium
Premium
Premium
49,645
2024-05-15
CITADEL ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
1,361,960
2024-05-15
GOLDMAN SACHS GROUP INC
REDUCED
Premium
Premium
Premium
Premium
327,799
2024-05-15
Royal Bank of Canada
REDUCED
Premium
Premium
Premium
Premium
118,696
2024-05-15
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
ADDED
Premium
Premium
Premium
Premium
651
2024-05-15
S&T Bank/PA
REDUCED
Premium
Premium
Premium
Premium
138,058
2024-05-15
Palouse Capital Management, Inc.
NEW
Premium
Premium
Premium
Premium
2,704
2024-05-15
Voya Investment Management LLC
REDUCED
Premium
Premium
Premium
Premium
17,951
2024-05-15
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
UNCHANGED
Premium
Premium
Premium
Premium
270,072
2024-05-15
BRIDGEWAY CAPITAL MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
110,400
Rows per page:
10
25
50
All
1–25 of 360
Which funds are the top buyers of AX?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
8,265,410
446,663,000
0.01%
VANGUARD GROUP INC
5,870,570
317,246,000
0.01%
STATE STREET CORP
3,326,620
179,770,000
0.01%
DIMENSIONAL FUND ADVISORS LP
2,685,230
145,110,000
0.04%
Davis Asset Management, L.P.
1,500,000
81,060,000
3.55%
CITADEL ADVISORS LLC
1,361,960
73,600,400
0.01%
GEODE CAPITAL MANAGEMENT, LLC
1,273,730
68,841,400
0.01%
AMERICAN CENTURY COMPANIES INC
1,228,250
66,374,800
0.04%
FMR LLC
1,073,300
58,000,800
-
WASATCH ADVISORS LP
1,040,020
56,202,800
0.29%
Rows per page:
10
1–10 of 90
Which funds have put a big percent of portfolio in AX?
Fund Name
$ Value
% Port.
SHAKER INVESTMENTS LLC/OH
25,197,600
10.67%
Stieven Capital Advisors, L.P.
17,510,700
3.64%
KESTREL INVESTMENT MANAGEMENT CORP
5,320,000
3.55%
Davis Asset Management, L.P.
81,060,000
3.55%
Orchard Capital Management, LLC
8,513,460
2.50%
Pembroke Management, LTD
18,146,600
2.13%
EJF Capital LLC
2,831,320
1.97%
DAVIS CAPITAL PARTNERS, LLC
31,071,000
1.77%
CCG WEALTH MANAGEMENT, LLC
2,929,560
1.76%
S&T Bank/PA
7,461,000
1.43%
Rows per page:
10
1–10 of 98
Trend of No. of funds that hold AX
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
M&G Plc
8,249,150
Epoch Investment Partners, Inc.
7,829,150
Federation des caisses Desjardins du Quebec
2,402,830
GLOBEFLEX CAPITAL L P
2,280,000
Quantedge Capital Pte Ltd
2,204,830
Amalgamated Financial Corp.
1,147,000
SECOND CURVE CAPITAL LLC
1,118,000
Summit Global Investments
1,072,000
Additions
Fund Name
% Increased
MASSMUTUAL TRUST CO FSB/ADV
1,233
EntryPoint Capital, LLC
816
FRANKLIN RESOURCES INC
536
TD Waterhouse Canada Inc.
527
CCG WEALTH MANAGEMENT, LLC
441
AQR CAPITAL MANAGEMENT LLC
429
AlphaCrest Capital Management LLC
398
Aquatic Capital Management LLC
352
Reductions
Fund Name
% Reduced
BerganKDV Wealth Management, LLC
-96.97
Financial Gravity Asset Management, Inc.
-96.77
Walleye Trading LLC
-92.92
Fieldpoint Private Securities, LLC
-89.19
Clearstead Advisors, LLC
-88.72
JANE STREET GROUP, LLC
-86.85
HSBC HOLDINGS PLC
-81.5
SIMPLEX TRADING, LLC
-74.26
Sold off
Fund Name
$ Sold
NORGES BANK
-21,572,900
Gator Capital Management, LLC
-8,008,730
Tudor Investment Corp Et Al
-6,778,920
NOMURA HOLDINGS INC
-5,495,330
ExodusPoint Capital Management, LP
-2,419,000
CANADA PENSION PLAN INVESTMENT BOARD
-2,331,420
Qube Research & Technologies Ltd
-2,273,820
Assenagon Asset Management S.A.
-2,032,050