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Axos Financial
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Overview Fund Activity

261 hedge funds and large institutions have $2B invested in Axos Financial in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 59 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+24
Holders Change %
+10.13%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
51
Increased
59
Reduced
108
Closed
24
Calls
$35.6M
Puts
$60.3M
Net Calls
-$24.6M
Net Calls Change
+$9.82M

Top Buyers

1
State Street
State Street
Massachusetts
$102M
2
Norges Bank
Norges Bank
Norway
$20.3M
3
BlackRock
BlackRock
New York
$333M
4
Vanguard Group
Vanguard Group
Pennsylvania
$236M
5
CTA
Carillon Tower Advisers
Florida
$5.06M

Top Sellers

1
BCM
Basswood Capital Management
New York
$19.5M
2
DAM
Davis Asset Management
California
$60.8M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$11.7M
4
Invesco
Invesco
Georgia
$95M
5
VOAM
Vertex One Asset Management
British Columbia, Canada
$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$59K – – –
MSFP
227
Mark Sheptoff Financial Planning
Connecticut
$49K – – –
RCAG
228
Rehmann Capital Advisory Group
Michigan
$43K +$43K +1,069 New
SWA
229
Sutton Wealth Advisors
Florida
$36.9K – – –
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33K – – –
MCM
231
Mainstay Capital Management
Michigan
$33K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$24K -$2.94K -73 -11%
YWP
233
YorkBridge Wealth Partners
New York
$21K – – –
GT
234
Glenmede Trust
Pennsylvania
$16K – – –
SWP
235
Stratos Wealth Partners
Ohio
$16K – – –
PCG
236
Private Capital Group
Connecticut
$13K -$66.7K -1,591 -84%
FCB
237
First Command Bank
Texas
$12.2K – – –
FCFS
238
First Command Financial Services
Texas
$12K – – –
AIM
239
Advantage Investment Management
Iowa
$12K – – –
SWM
240
SeaCrest Wealth Management
New York
$12K – – –
VIA
241
Vantage Investment Advisors
Pennsylvania
$9K – – –
CSS
242
Cubist Systematic Strategies
Connecticut
$8K +$8K +200 New
S
243
SignatureFD
Georgia
$6K +$6K +160 New
FHA
244
First Horizon Advisors
Tennessee
$5K +$1.43K +35 +40%
AF
245
Advisornet Financial
Minnesota
$4K – – –
TWA
246
TCI Wealth Advisors
Arizona
$4K – – –
WAM
247
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.5K +37 +60%
CAL
248
Capital Analysts LLC
Pennsylvania
$4K +$4K +100 New
IA
249
IFP Advisors
Florida
$3K – – –
GAM
250
Gemmer Asset Management
California
$3K +$3K +81 New
8 9
10
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