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Axos Financial
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Overview Fund Activity

206 hedge funds and large institutions have $1.33B invested in Axos Financial in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 32 closing their positions.

Holders
206
Holders Change
-19
Holders Change %
-8.44%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
14
Increased
84
Reduced
69
Closed
32
Calls
$15.2M
Puts
$40.4M
Net Calls
-$25.2M
Net Calls Change
+$32.9M

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$40.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.44M
3
RHJA
3
Rice Hall James & Associates
California
$19.2M
4
WA
4
Wasatch Advisors
Utah
$15M
5
RA
5
Royce & Associates
New York
$13.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$761K
2
CAM
2
Cortina Asset Management
Wisconsin
$0
3
Ameriprise
3
Ameriprise
Minnesota
$57.9M
4
PI
4
Putnam Investments
Massachusetts
$0
5
KCM
5
Kennedy Capital Management
Missouri
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$123K – – –
RCM
177
Riverhead Capital Management
Delaware
$93K +$26.7K +1,129 +40%
DADC
178
D.A. Davidson & Co
Montana
$83K +$29.2K +1,236 +54%
Victory Capital Management
179
Victory Capital Management
Texas
$80K +$12K +506 +18%
Canada Pension Plan Investment Board
180
Canada Pension Plan Investment Board
Ontario, Canada
$78K +$78K +3,300 New
CG
181
Cutler Group
California
$61K -$864 -37 -1%
NFG
182
Next Financial Group
Texas
$51K +$4.52K +190 +10%
US Bancorp
183
US Bancorp
Minnesota
$39K – – –
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$34K – – –
OAM
185
Oppenheimer Asset Management
New York
$33K -$2.92K -122 -8%
WIM
186
Westside Investment Management
California
$30.2K +$30.2K +1,263 New
AIM
187
Acrospire Investment Management
Illinois
$30K -$4.81K -200 -14%
MSFP
188
Mark Sheptoff Financial Planning
Connecticut
$28K -$23 -1 -0.1%
FANJ
189
Financial Architects (New Jersey)
New Jersey
$28K – – –
GS
190
GAM Systematic
United Kingdom
$25K -$382K -15,930 -94%
SWA
191
Sutton Wealth Advisors
Florida
$21.6K – – –
PCA
192
Peddock Capital Advisors
Massachusetts
$17K – – –
SPIA
193
Steward Partners Investment Advisory
New York
$13K – – –
YWP
194
YorkBridge Wealth Partners
New York
$12K – – –
HCM
195
Herndon Capital Management
Georgia
$7K – – –
BTIS
196
BB&T Investment Services
North Carolina
$7K – – –
VIA
197
Vantage Investment Advisors
Pennsylvania
$5K – – –
TWA
198
TCI Wealth Advisors
Arizona
$3K – – –
IA
199
IFP Advisors
Florida
$2K – – –
AIM
200
Advantage Investment Management
Iowa
$2K – – –
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8
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