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Axos Financial
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Overview Fund Activity

227 hedge funds and large institutions have $1.23B invested in Axos Financial in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-13
Holders Change %
-5.42%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
80
Reduced
72
Closed
31
Calls
$4.85M
Puts
$25M
Net Calls
-$20.2M
Net Calls Change
+$2.37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.3M
2
EIP
Epoch Investment Partners
New York
$47.1M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.87M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.5M
5
WA
Wasatch Advisors
Utah
$19.7M

Top Sellers

1
FAM
Fred Alger Management
New York
$6.41M
2
GACM
Global Alpha Capital Management
Quebec, Canada
$0
3
APG Asset Management
APG Asset Management
Netherlands
$13.1M
4
VOAM
Vertex One Asset Management
British Columbia, Canada
$1.37M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
176
Riverhead Capital Management
Delaware
$122K – – –
FGAM
177
Financial Gravity Asset Management
Texas
$112K -$29.5K -1,001 -21%
Victory Capital Management
178
Victory Capital Management
Texas
$103K -$179K -6,575 -63%
EARNEST Partners
179
EARNEST Partners
Georgia
$98K – – –
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$78K – – –
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$65K -$273K -10,031 -81%
OAM
182
Oppenheimer Asset Management
New York
$55K -$92.7K -3,420 -63%
NIT
183
NumerixS Investment Technologies
British Columbia, Canada
$55K +$55K +2,000 New
MOACM
184
Mutual of America Capital Management
New York
$53K +$15.3K +558 +41%
CG
185
Cutler Group
California
$53K +$53K +1,965 New
NFG
186
Next Financial Group
Texas
$49K – – –
LIA
187
LS Investment Advisors
Michigan
$42K -$2.41K -89 -5%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$40K – – –
SPIA
189
Steward Partners Investment Advisory
New York
$39K +$39K +1,457 New
DWM
190
Doyle Wealth Management
Florida
$35K +$35K +1,300 New
SWA
191
Sutton Wealth Advisors
Florida
$34.6K – – –
MSFP
192
Mark Sheptoff Financial Planning
Connecticut
$33K – – –
CFGS
193
Concourse Financial Group Securities
Alabama
$30K – – –
US Bancorp
194
US Bancorp
Minnesota
$26K -$1.11K -41 -4%
Toronto Dominion Bank
195
Toronto Dominion Bank
Ontario, Canada
$25K +$8.84K +647 +55%
MWC
196
MBM Wealth Consultants
Missouri
$25K – – –
SBL
197
Sargent Bickham Lagudis
Colorado
$22K -$46.8K -1,700 -68%
RE
198
RBC Europe
United Kingdom
$19.3K -$24.5K -900 -56%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$16K – – –
WCG
200
Weaver Consulting Group
California
$15K – – –
6 7
8
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