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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
1
Vanguard Group
Pennsylvania
$265M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$16.8M
3
JAM
3
Jupiter Asset Management
United Kingdom
$11.7M
4
BlackRock
4
BlackRock
New York
$345M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$35.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$59.8M
2
DAM
2
Davis Asset Management
California
$33.8M
3
PM
3
Pembroke Management
Quebec, Canada
$23.1M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$0
5
FAM
5
Fred Alger Management
New York
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
176
Squarepoint
New York
$305K +$305K +7,467 New
O
177
OppenheimerFunds
New York
$298K -$778 -19 -0.3%
MC
178
Miles Capital
Iowa
$296K – – –
TCOT
179
Trust Company of Toledo
Ohio
$277K -$36.5K -892 -12%
EP
180
Elkfork Partners
Oregon
$266K -$131K -3,190 -33%
BCM
181
Brookstone Capital Management
Illinois
$262K -$33.9K -829 -11%
CAN
182
Cetera Advisor Networks
California
$252K +$47.9K +1,174 +23%
BRWA
183
B. Riley Wealth Advisors
Florida
$249K +$249K +6,075 New
ARTA
184
A.R.T. Advisors
New York
$247K +$247K +6,042 New
BNP Paribas Financial Markets
185
BNP Paribas Financial Markets
France
$238K -$534K -13,053 -69%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$237K – – –
LIA
187
LS Investment Advisors
Michigan
$226K -$860 -21 -0.4%
CA
188
Clearstead Advisors
Ohio
$226K – – –
CG
189
Cutler Group
California
$220K +$106K +2,609 +93%
CIM
190
CIM Investment Management
Pennsylvania
$216K – – –
B
191
Barings
North Carolina
$213K – – –
HR
192
Howe & Rusling
New York
$205K – – –
OC
193
Oakworth Capital
Alabama
$204K +$204K +4,980 New
WCM
194
Windward Capital Management
California
$201K -$1.47K -36 -0.7%
AIP
195
Ameritas Investment Partners
Nebraska
$198K -$14.4K -351 -7%
SEI Investments
196
SEI Investments
Pennsylvania
$197K +$24.5K +600 +14%
WEC
197
Winslow Evans & Crocker
Massachusetts
$194K +$194K +4,700 New
TAM
198
Tyers Asset Management
Texas
$193K -$94.9K -2,320 -33%
FGAM
199
Financial Gravity Asset Management
Texas
$158K +$9.24K +247 +6%
EARNEST Partners
200
EARNEST Partners
Georgia
$147K – – –
6 7
8
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