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Axos Financial
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Overview Fund Activity

245 hedge funds and large institutions have $1.17B invested in Axos Financial in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+15
Holders Change %
+6.52%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
55
Increased
56
Reduced
85
Closed
37
Calls
$10.1M
Puts
$16.7M
Net Calls
-$6.62M
Net Calls Change
+$28.6M

Top Buyers

1
RHJA
1
Rice Hall James & Associates
California
$30.5M
2
STB
2
S&T Bank
Pennsylvania
$7.98M
3
QI
3
QS Investors
New York
$5.08M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.66M
5
PPA
5
Parametric Portfolio Associates
Washington
$4.26M

Top Sellers

1
VOAM
1
Vertex One Asset Management
British Columbia, Canada
$14.4M
2
State Street
2
State Street
Massachusetts
$55.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$159M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cresset Asset Management
Illinois
$5K +$5K +179 New
RCAG
227
Rehmann Capital Advisory Group
Michigan
$4.21K -$5.64K -224 -57%
S
228
SignatureFD
Georgia
$4K – – –
TWA
229
TCI Wealth Advisors
Arizona
$3K – – –
FHA
230
Flagship Harbor Advisors
Massachusetts
$3K – – –
AF
231
Advisornet Financial
Minnesota
$3K – – –
CAL
232
Capital Analysts LLC
Pennsylvania
$3K +$3K +100 New
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$2K -$1.19K -37 -37%
GAM
234
Gemmer Asset Management
California
$2K -$104 -4 -5%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$1K -$24.4K -1,220 -96%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$1K – – –
ST
237
Smithfield Trust
Pennsylvania
$1K – – –
QCG
238
Quadrant Capital Group
Ohio
$1K – – –
FHA
239
First Horizon Advisors
Tennessee
$1K – – –
AIA
240
Alera Investment Advisors
Illinois
$1K +$1K +29 New
GT
241
Glenmede Trust
Pennsylvania
$137 +$137 +5,479 New
William Blair Investment Management
242
William Blair Investment Management
Illinois
– -$6.79M -197,376 Closed
BCM
243
Bridgeway Capital Management
Texas
– -$4.64M -135,000 Closed
JAM
244
Jupiter Asset Management
United Kingdom
– -$3.19M -92,820 Closed
HAI
245
Hennessy Advisors Inc
California
– -$2.41M -70,000 Closed
JC
246
JCSD Capital
California
– -$1.89M -54,980 Closed
SCA
247
Summit Creek Advisors
Minnesota
– -$1.39M -40,365 Closed
FIM
248
Freedom Investment Management
Connecticut
– -$1.07M -28,854 Closed
SAMC
249
Spectrum Asset Management (California)
California
– -$909K -26,420 Closed
ROC
250
River Oaks Capital
Minnesota
– -$808K -23,500 Closed
7 8 9
10
11