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Axos Financial
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Overview Fund Activity

261 hedge funds and large institutions have $2B invested in Axos Financial in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 59 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+24
Holders Change %
+10.13%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
51
Increased
59
Reduced
108
Closed
24
Calls
$35.6M
Puts
$60.3M
Net Calls
-$24.6M
Net Calls Change
+$9.82M

Top Buyers

1
State Street
State Street
Massachusetts
$102M
2
Norges Bank
Norges Bank
Norway
$20.3M
3
BlackRock
BlackRock
New York
$333M
4
Vanguard Group
Vanguard Group
Pennsylvania
$236M
5
CTA
Carillon Tower Advisers
Florida
$5.06M

Top Sellers

1
BCM
Basswood Capital Management
New York
$19.5M
2
DAM
Davis Asset Management
California
$60.8M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$11.7M
4
Invesco
Invesco
Georgia
$95M
5
VOAM
Vertex One Asset Management
British Columbia, Canada
$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
176
USA Financial Formulas
Michigan
$395K +$395K +9,745 New
BL
177
BFSG LLC
California
$393K +$393K +9,699 New
EP
178
Elkfork Partners
Oregon
$392K -$386K -9,526 -50%
ProShare Advisors
179
ProShare Advisors
Maryland
$376K -$54.5K -1,343 -13%
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$370K -$44.7K -1,101 -11%
XK
181
Xact Kapitalforvaltning
Sweden
$365K +$365K +8,995 New
AB
182
Amalgamated Bank
New York
$341K -$9.93K -245 -3%
QIM
183
Quantitative Investment Management
Virginia
$312K +$312K +7,700 New
TCOT
184
Trust Company of Toledo
Ohio
$310K +$3.52K +87 +1%
ECM
185
Element Capital Management
New York
$307K +$307K +7,583 New
VHAM
186
Van Hulzen Asset Management
California
$297K +$11.8K +290 +4%
O
187
OppenheimerFunds
New York
$296K -$201K -4,951 -40%
MC
188
Miles Capital
Iowa
$293K +$12.2K +301 +4%
BCM
189
Brookstone Capital Management
Illinois
$293K +$293K +7,228 New
TAM
190
Tyers Asset Management
Texas
$285K -$280K -6,928 -50%
Victory Capital Management
191
Victory Capital Management
Texas
$285K +$30.4K +751 +12%
VWA
192
V Wealth Advisors
Kansas
$283K -$39.1K -1,012 -12%
CCA
193
Catalyst Capital Advisors
New York
$251K +$251K +6,200 New
UCFA
194
United Capital Financial Advisors
Texas
$243K -$81K -2,000 -25%
TCM
195
Teza Capital Management
Illinois
$237K -$48.8K -1,206 -17%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$235K – – –
EWM
197
Endurance Wealth Management
Rhode Island
$231K -$16.2K -400 -7%
LIA
198
LS Investment Advisors
Michigan
$224K -$2.79K -69 -1%
QC
199
Quadrature Capital
United Kingdom
$224K +$224K +5,515 New
CA
200
Clearstead Advisors
Ohio
$224K +$224K +5,520 New
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