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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 %
Citadel Advisors
251
Citadel Advisors
Florida
– -$792K -23,021 Closed
GC
252
Guggenheim Capital
Illinois
– -$695K -20,226 Closed
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
– -$613K -17,824 Closed
SO
254
STRS Ohio
Ohio
– -$546K -15,900 Closed
CGH
255
Crossmark Global Holdings
Texas
– -$522K -15,176 Closed
GH
256
GAM Holding
Switzerland
– -$464K -13,505 Closed
STA
257
Summit Trail Advisors
New York
– -$423K -12,288 Closed
Wolverine Trading
258
Wolverine Trading
Illinois
– -$399K -11,608 Closed
PA
259
Profund Advisors
Maryland
– -$369K -10,744 Closed
SG Americas Securities
260
SG Americas Securities
New York
– -$311K -9,038 Closed
UFF
261
USA Financial Formulas
Michigan
– -$355K -8,670 Closed
ProShare Advisors
262
ProShare Advisors
Maryland
– -$297K -8,638 Closed
Teacher Retirement System of Texas
263
Teacher Retirement System of Texas
Texas
– -$228K -6,632 Closed
TCOT
264
Trust Company of Toledo
Ohio
– -$226K -6,562 Closed
LCM
265
Laurion Capital Management
New York
– -$218K -6,341 Closed
CAN
266
Cetera Advisor Networks
California
– -$211K -6,177 Closed
WSTAM
267
Wilbanks Smith & Thomas Asset Management
Virginia
– -$38K -1,100 Closed
MCM
268
Mainstay Capital Management
Michigan
– -$28K -820 Closed
GP
269
Girard Partners
Pennsylvania
– -$26K -760 Closed
SPIA
270
Steward Partners Investment Advisory
New York
– -$19K -560 Closed
YWP
271
YorkBridge Wealth Partners
New York
– -$17K -500 Closed
PWAG
272
Polaris Wealth Advisory Group
California
– -$14K -400 Closed
SWP
273
Stratos Wealth Partners
Ohio
– -$14K -400 Closed
GEA
274
Glen Eagle Advisors
New Jersey
– -$4.64K -135 Closed
PFO
275
Pathstone Family Office
New Jersey
– -$3K -100 Closed
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