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Axos Financial
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Overview Fund Activity

218 hedge funds and large institutions have $1.53B invested in Axos Financial in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 83 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+12
Holders Change %
+5.83%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
29
Increased
62
Reduced
83
Closed
13
Calls
$20.4M
Puts
$29.4M
Net Calls
-$9.01M
Net Calls Change
+$16.1M

Top Buyers

1
OAM
1
Oxford Asset Management
United Kingdom
$5.99M
2
MC
2
Maverick Capital
Texas
$3.46M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$12.1M
4
RJA
4
Raymond James & Associates
Florida
$5.69M
5
PP
5
Prudential plc
United Kingdom
$23.1M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$4.89M
2
BCM
2
Basswood Capital Management
New York
$39.9M
3
ECP
3
Elk Creek Partners
Colorado
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$9.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
176
Amalgamated Bank
New York
$231K +$231K +8,123 New
JIP
177
Jaffetilchin Investment Partners
Florida
$228K +$228K +8,000 New
QT
178
Quantbot Technologies
New York
$218K -$26.1K -918 -11%
PA
179
Profund Advisors
Maryland
$215K -$96K -3,365 -31%
TCOT
180
Trust Company of Toledo
Ohio
$215K +$215K +7,563 New
SIP
181
Stoneridge Investment Partners
Pennsylvania
$214K +$214K +7,527 New
EWM
182
Endurance Wealth Management
Rhode Island
$211K -$1.37K -48 -0.6%
VHAM
183
Van Hulzen Asset Management
California
$211K +$211K +7,420 New
LIA
184
LS Investment Advisors
Michigan
$196K +$36.3K +1,271 +23%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$165K +$165K +5,800 New
Victory Capital Management
186
Victory Capital Management
Texas
$164K +$67.5K +2,365 +70%
HR
187
Howe & Rusling
New York
$142K -$19.3K -680 -12%
SC
188
Sculptor Capital
New York
$140K -$2M -70,000 -93%
AIP
189
Ameritas Investment Partners
Nebraska
$137K – – –
RCM
190
Riverhead Capital Management
Delaware
$130K +$18.3K +642 +16%
SEI Investments
191
SEI Investments
Pennsylvania
$114K -$1.06M -37,335 -90%
SA
192
SpiderRock Advisors
Delaware
$85K – – –
Canada Pension Plan Investment Board
193
Canada Pension Plan Investment Board
Ontario, Canada
$63K -$31.5K -1,100 -33%
NFG
194
Next Financial Group
Texas
$54K -$5.25K -190 -9%
RE
195
RBC Europe
United Kingdom
$45.8K +$45.8K +1,610 New
SPIA
196
Steward Partners Investment Advisory
New York
$44K +$28.2K +1,000 +179%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$41K – – –
OAM
198
Oppenheimer Asset Management
New York
$38K -$1.4K -49 -4%
MSFP
199
Mark Sheptoff Financial Planning
Connecticut
$34K – – –
US Bancorp
200
US Bancorp
Minnesota
$31K -$15.4K -552 -33%
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8
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