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

Top Sellers

1
Invesco
Invesco
Georgia
$59.8M
2
DAM
Davis Asset Management
California
$33.8M
3
PM
Pembroke Management
Quebec, Canada
$23.1M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$0
5
FAM
Fred Alger Management
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$539K -$257K -6,280 -32%
PIA
152
Piedmont Investment Advisors
North Carolina
$528K +$46.9K +1,145 +10%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$527K – – –
LCM
154
Laurion Capital Management
New York
$524K +$524K +12,803 New
PA
155
Profund Advisors
Maryland
$502K +$40K +976 +9%
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$476K +$266K +6,500 +126%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$467K -$51.9K -1,268 -10%
BL
158
BFSG LLC
California
$459K +$61.8K +1,510 +16%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$450K – – –
AA
160
ALPS Advisors
Colorado
$449K -$21.1K -516 -4%
ACI
161
Alpha Cubed Investments
California
$438K – – –
GHCM
162
Glen Harbor Capital Management
California
$410K -$202K -4,930 -33%
UFF
163
USA Financial Formulas
Michigan
$395K – – –
AB
164
Amalgamated Bank
New York
$393K +$48.9K +1,197 +14%
ProShare Advisors
165
ProShare Advisors
Maryland
$392K +$12.7K +310 +3%
SCM
166
Stevens Capital Management
Pennsylvania
$391K +$391K +9,546 New
STA
167
Summit Trail Advisors
New York
$386K -$1.34M -32,773 -78%
XK
168
Xact Kapitalforvaltning
Sweden
$368K – – –
VHAM
169
Van Hulzen Asset Management
California
$364K +$64.8K +1,585 +22%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$356K -$17K -415 -5%
MCIM
171
Meadow Creek Investment Management
Georgia
$338K -$166K -4,060 -33%
Victory Capital Management
172
Victory Capital Management
Texas
$334K +$45.7K +1,117 +16%
WG
173
Winton Group
United Kingdom
$318K +$110K +2,686 +53%
TCM
174
Teza Capital Management
Illinois
$313K +$73.4K +1,792 +31%
VWA
175
V Wealth Advisors
Kansas
$305K +$5.35K +131 +2%
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7
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