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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 %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$2K -$5.3K -106 -73%
QCG
252
Quadrant Capital Group
Ohio
$2K – – –
PFBT
253
Parkside Financial Bank & Trust
Missouri
$2K – – –
ACM
254
Armbruster Capital Management
New York
$2K – – –
MPPLM
255
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K – – –
ST
256
Smithfield Trust
Pennsylvania
$2K – – –
SFM
257
Signet Financial Management
New Jersey
$2K +$2K +38 New
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +50 New
CAW
259
Cornerstone Advisors (Washington)
Washington
$1K +$1K +15 New
PHK
260
Point72 Hong Kong
Hong Kong
$1K +$1K +16 New
NL
261
NVWM LLC
Pennsylvania
$1K +$1K +33 New
LSV Asset Management
262
LSV Asset Management
Illinois
– -$2.11M -70,600 Closed
PRCP
263
Pacific Ridge Capital Partners
Oregon
– -$2.04M -68,080 Closed
Two Sigma Investments
264
Two Sigma Investments
New York
– -$1.83M -61,181 Closed
MC
265
Menta Capital
California
– -$1.27M -42,428 Closed
KBC Group
266
KBC Group
Belgium
– -$1.18M -39,302 Closed
BPM
267
Bowling Portfolio Management
Ohio
– -$1.11M -36,997 Closed
Squarepoint
268
Squarepoint
New York
– -$997K -33,344 Closed
Walleye Trading
269
Walleye Trading
New York
– -$836 -27,951 Closed
FP
270
Foundry Partners
Minnesota
– -$559K -18,705 Closed
Group One Trading
271
Group One Trading
Illinois
– -$528K -17,656 Closed
Millennium Management
272
Millennium Management
New York
– -$413K -13,809 Closed
LCM
273
Laurion Capital Management
New York
– -$392K -13,099 Closed
FMT
274
First Mercantile Trust
Tennessee
– -$329K -10,995 Closed
JFG
275
Jefferies Financial Group
New York
– -$249K -8,325 Closed
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