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Axos Financial
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Overview Fund Activity

230 hedge funds and large institutions have $1.6B invested in Axos Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 79 reducing their positions, and 49 closing their positions.

Holders
230
Holders Change
-17
Holders Change %
-6.88%
% of All Funds
5.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
33
Increased
80
Reduced
79
Closed
49
Calls
$19.5M
Puts
$54.7M
Net Calls
-$35.2M
Net Calls Change
+$2.63M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$47.2M
2
BlackRock
2
BlackRock
New York
$300M
3
APG Asset Management
3
APG Asset Management
Netherlands
$24.9M
4
Robeco Institutional Asset Management
4
Robeco Institutional Asset Management
Netherlands
$12.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$229M

Top Sellers

1
EA
1
Emerald Advisers
Pennsylvania
$0
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
3
PM
3
Pembroke Management
Quebec, Canada
$0
4
DAM
4
Davis Asset Management
California
$6.96M
5
QI
5
QS Investors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$166K 4,828 – –
LIA
177
LS Investment Advisors
Michigan
$158K 4,602 -916 -17%
RCM
178
Riverhead Capital Management
Delaware
$154K 4,471 +1,100 +33%
FGAM
179
Financial Gravity Asset Management
Texas
$130K 4,593 +369 +9%
OC
180
Oakworth Capital
Alabama
$127K 3,682 -1,298 -26%
EARNEST Partners
181
EARNEST Partners
Georgia
$124K 3,600 – –
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$98K 2,852 +307 +12%
NFG
183
Next Financial Group
Texas
$62K 1,800 +1,800 New
SEI Investments
184
SEI Investments
Pennsylvania
$61K 1,321 -3,503 -73%
JA
185
JOYN Advisors
Georgia
$57K 1,668 -120 -7%
RE
186
RBC Europe
United Kingdom
$55.4K 1,610 – –
HR
187
Howe & Rusling
New York
$51K 1,485 -3,520 -70%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$50K 1,456 – –
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$44K 1,270 +1,220 +2,440%
MSFP
190
Mark Sheptoff Financial Planning
Connecticut
$41K 1,200 – –
CFGS
191
Concourse Financial Group Securities
Alabama
$38K 1,100 +1,100 New
WSTAM
192
Wilbanks Smith & Thomas Asset Management
Virginia
$38K 1,100 +1,100 New
MOACM
193
Mutual of America Capital Management
New York
$36K 1,054 +852 +422%
US Bancorp
194
US Bancorp
Minnesota
$33K 959 -550 -36%
SWA
195
Sutton Wealth Advisors
Florida
$31.3K 910 – –
MCM
196
Mainstay Capital Management
Michigan
$28K 820 – –
GP
197
Girard Partners
Pennsylvania
$26K 760 +760 New
TC
198
Truvestments Capital
Florida
$26K 766 +766 New
TRCT
199
Tower Research Capital (TRC)
New York
$24K 698 -8 -1%
SPIA
200
Steward Partners Investment Advisory
New York
$19K 560 -1,000 -64%
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8
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