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Axos Financial
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Overview Fund Activity

247 hedge funds and large institutions have $1.94B invested in Axos Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 94 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-14
Holders Change %
-5.36%
% of All Funds
5.66%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
19
Increased
80
Reduced
94
Closed
31
Calls
$24.9M
Puts
$62.7M
Net Calls
-$37.8M
Net Calls Change
-$13.2M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$265M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$16.8M
3
JAM
3
Jupiter Asset Management
United Kingdom
$11.7M
4
BlackRock
4
BlackRock
New York
$345M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$35.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$59.8M
2
DAM
2
Davis Asset Management
California
$33.8M
3
PM
3
Pembroke Management
Quebec, Canada
$23.1M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
FAM
5
Fred Alger Management
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Endurance Wealth Management
Rhode Island
$8K -$220K -5,495 -96%
MOACM
227
Mutual of America Capital Management
New York
$8K +$8K +202 New
S
228
SignatureFD
Georgia
$7K – – –
IA
229
IFP Advisors
Florida
$6K +$2.19K +50 +57%
BFEC
230
Benjamin F. Edwards & Company
Missouri
$5K +$5K +125 New
TWA
231
TCI Wealth Advisors
Arizona
$4K – – –
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
CAL
233
Capital Analysts LLC
Pennsylvania
$4K – – –
AF
234
Advisornet Financial
Minnesota
$4K – – –
CF
235
Centaurus Financial
California
$4K +$4K +89 New
GAM
236
Gemmer Asset Management
California
$3K – – –
CFD
237
Creative Financial Designs
Indiana
$3K +$3K +70 New
PCG
238
Private Capital Group
Connecticut
$2K -$8K -248 -80%
QCG
239
Quadrant Capital Group
Ohio
$2K – – –
MPPLM
240
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K – – –
PFBT
241
Parkside Financial Bank & Trust
Missouri
$2K – – –
ST
242
Smithfield Trust
Pennsylvania
$2K – – –
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$2K – – –
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
FHA
245
First Horizon Advisors
Tennessee
$1K -$1.77K -78 -64%
CAW
246
Cornerstone Advisors (Washington)
Washington
$1K – – –
NL
247
NVWM LLC
Pennsylvania
$1K – – –
Nuveen Asset Management
248
Nuveen Asset Management
Illinois
– -$12.6M -312,099 Closed
PCM
249
Peregrine Capital Management
Minnesota
– -$9.15M -225,869 Closed
KCM
250
Kennedy Capital Management
Missouri
– -$5.08M -125,356 Closed
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