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Axos Financial
AX

Overview Fund Activity

202 hedge funds and large institutions have $830M invested in Axos Financial in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-22
Holders Change %
-9.82%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
67
Reduced
70
Closed
46
Calls
$3.44M
Puts
$4.87M
Net Calls
-$1.43M
Net Calls Change
+$5.69M

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$20.5M
2
TG
2
TCW Group
California
$5.15M
3
FG
3
Formula Growth
Quebec, Canada
$5.75M
4
FP
4
Foundry Partners
Minnesota
$4.07M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.91M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Man Group
2
Man Group
United Kingdom
$0
3
PCM
3
Peregrine Capital Management
Minnesota
$0
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.33M
5
MFIMFI
5
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
151
Panagora Asset Management
Massachusetts
$154K +$154K +8,476 New
CA
152
Clearstead Advisors
Ohio
$127K – – –
AIP
153
Ameritas Investment Partners
Nebraska
$92K – – –
OC
154
Oakworth Capital
Alabama
$73K -$43.3K -2,377 -37%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$69K +$17.1K +943 +33%
UBS Group
156
UBS Group
Switzerland
$67K -$829K -45,661 -93%
EARNEST Partners
157
EARNEST Partners
Georgia
$65K – – –
AIM
158
Aigen Investment Management
New York
$62K +$62K +3,421 New
US Bancorp
159
US Bancorp
Minnesota
$60K -$2.9K -159 -5%
OAM
160
Oppenheimer Asset Management
New York
$58K +$18.1K +994 +45%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$50K -$11.8K -632 -19%
NIT
162
NumerixS Investment Technologies
British Columbia, Canada
$48K +$44.3K +2,425 +1,213%
AT
163
Arden Trust
Delaware
$45K +$45K +2,464 New
MOACM
164
Mutual of America Capital Management
New York
$41K +$6.46K +358 +19%
LIA
165
LS Investment Advisors
Michigan
$28K – – –
II
166
Inspire Investing
Idaho
$27K -$107K -5,856 -80%
MSFP
167
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
SBL
168
Sargent Bickham Lagudis
Colorado
$18K -$14.4K -800 -44%
TSW
169
Thompson Siegel & Walmsley
Virginia
$17K -$806K -43,829 -98%
SWA
170
Sutton Wealth Advisors
Florida
$16.5K -$6.53K -360 -28%
MWC
171
MBM Wealth Consultants
Missouri
$16K – – –
IA
172
IFP Advisors
Florida
$15K +$13.2K +386 +757%
VCP
173
Verus Capital Partners
Arizona
$9K +$9K +493 New
PFP
174
Pinnacle Financial Partners
Tennessee
$8K – – –
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$8K +$8K +465 New
5 6
7
8 9