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Axos Financial
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Overview Fund Activity

206 hedge funds and large institutions have $1.05B invested in Axos Financial in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-11
Holders Change %
-5.07%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
18
Increased
68
Reduced
77
Closed
29
Calls
$7.25M
Puts
$3.79M
Net Calls
+$3.47M
Net Calls Change
+$2.87M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$31.2M
2
DAM
2
Davis Asset Management
California
$13.7M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$31.5M
4
FAM
4
Fred Alger Management
New York
$12.6M
5
MG
5
Magnolia Group
Nebraska
$3.69M

Top Sellers

1
Invesco
1
Invesco
Georgia
$13.3M
2
BlackRock
2
BlackRock
New York
$187M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M
4
FG
4
Formula Growth
Quebec, Canada
$924K
5
Goldman Sachs
5
Goldman Sachs
New York
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
126
Quantinno Capital Management
New York
$331K +$86.4K +3,712 +35%
PF
127
Phoenix Financial
Israel
$330K +$46.4K +2,100 +16%
BWM
128
BerganKDV Wealth Management
Minnesota
$328K -$6.52K -280 -2%
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$322K -$267K -11,466 -45%
BPM
130
Bowling Portfolio Management
Ohio
$322K +$322K +13,817 New
Victory Capital Management
131
Victory Capital Management
Texas
$317K -$30.2K -1,298 -9%
PP
132
Paloma Partners
Connecticut
$314K -$75.8K -3,247 -19%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$291K +$2.42K +104 +0.8%
ETC
134
Exchange Traded Concepts
Oklahoma
$290K +$290K +12,460 New
PAM
135
Private Asset Management
California
$279K – – –
Citadel Advisors
136
Citadel Advisors
Florida
$256K -$945K -40,595 -79%
ACI
137
Alpha Cubed Investments
California
$252K – – –
JIP
138
Jaffetilchin Investment Partners
Florida
$245K – – –
LPL Financial
139
LPL Financial
California
$242K -$152K -6,515 -39%
IA
140
IndexIQ Advisors
New York
$241K +$13.1K +561 +6%
HW
141
Hancock Whitney
Mississippi
$231K +$8.44K +362 +4%
PA
142
Pinnacle Associates
New York
$228K – – –
Citigroup
143
Citigroup
New York
$222K -$435K -18,639 -66%
CIM
144
CIM Investment Management
Pennsylvania
$218K +$3.17K +136 +1%
Handelsbanken Fonder
145
Handelsbanken Fonder
Sweden
$210K +$210K +8,995 New
PMA
146
Prudent Man Advisors
Illinois
$208K +$208K +8,921 New
CS
147
Credit Suisse
Switzerland
$203K -$9.04K -387 -4%
MCCP
148
Mission Creek Capital Partners
California
$200K -$20.5K -880 -9%
ECM
149
Everence Capital Management
Indiana
$200K +$200K +8,590 New
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$198K – – –
4 5
6
7 8