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Axos Financial
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Overview Fund Activity

240 hedge funds and large institutions have $1.31B invested in Axos Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
65
Reduced
95
Closed
33
Calls
$4.72M
Puts
$27.3M
Net Calls
-$22.6M
Net Calls Change
-$15.9M

Top Buyers

1
PM
Pembroke Management
Quebec, Canada
$25.5M
2
PCM
Peregrine Capital Management
Minnesota
$6.97M
3
WA
Wasatch Advisors
Utah
$17.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$9.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$68.2M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$160M
2
BlackRock
BlackRock
New York
$246M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
4
VOAM
Vertex One Asset Management
British Columbia, Canada
$11.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$173K -$116K -3,983 -40%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$162K -$106K -2,300 -40%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$161K – – –
OAM
179
Oppenheimer Asset Management
New York
$158K +$54.3K +1,874 +52%
AIP
180
Ameritas Investment Partners
Nebraska
$140K – – –
FGAM
181
Financial Gravity Asset Management
Texas
$139K +$139K +4,800 New
RCM
182
Riverhead Capital Management
Delaware
$129K – – –
EARNEST Partners
183
EARNEST Partners
Georgia
$104K – – –
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$87K -$117K -4,036 -57%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$83K -$20.9K -720 -20%
CHP
186
Cable Hill Partners
Oregon
$81K – – –
SBL
187
Sargent Bickham Lagudis
Colorado
$72K +$72K +2,500 New
SCM
188
Shelton Capital Management
Colorado
$53.1K -$1.78M -51,585 -97%
NFG
189
Next Financial Group
Texas
$52K – – –
NFH
190
NEXT Financial Holdings
Texas
$52K +$52K +1,806 New
LIA
191
LS Investment Advisors
Michigan
$47K – – –
RE
192
RBC Europe
United Kingdom
$46.6K – – –
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$42K – – –
MOACM
194
Mutual of America Capital Management
New York
$40K +$10.6K +364 +36%
QT
195
Quantbot Technologies
New York
$38K -$13.7K -481 -27%
SWA
196
Sutton Wealth Advisors
Florida
$36.8K +$10.4K +360 +40%
MSFP
197
Mark Sheptoff Financial Planning
Connecticut
$35K – – –
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$34K +$1.46K +51 +4%
CFGS
199
Concourse Financial Group Securities
Alabama
$31K – – –
US Bancorp
200
US Bancorp
Minnesota
$29K +$1.19K +41 +4%
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8
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