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Axos Financial
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Overview Fund Activity

226 hedge funds and large institutions have $1.26B invested in Axos Financial in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
71
Reduced
76
Closed
23
Calls
$5.25M
Puts
$23.3M
Net Calls
-$18.1M
Net Calls Change
+$2.15M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$61.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13M
4
Millennium Management
4
Millennium Management
New York
$8.22M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.84M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600K
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
RA
3
Royce & Associates
New York
$8.24M
4
OCM
4
Osterweis Capital Management
California
$0
5
State Street
5
State Street
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$133K – – –
RCM
177
Riverhead Capital Management
Delaware
$124K – – –
FGAM
178
Financial Gravity Asset Management
Texas
$111K +$2.79K +98 +3%
QT
179
Quantamental Technologies
New York
$110K -$47.2K -1,700 -30%
EARNEST Partners
180
EARNEST Partners
Georgia
$100K – – –
US Bancorp
181
US Bancorp
Minnesota
$95K +$68.6K +2,490 +260%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$79K – – –
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$60K -$5.67K -206 -9%
OAM
184
Oppenheimer Asset Management
New York
$58K +$1.96K +71 +3%
MOACM
185
Mutual of America Capital Management
New York
$54K +$1.04K +38 +2%
NFG
186
Next Financial Group
Texas
$50K – – –
LIA
187
LS Investment Advisors
Michigan
$43K – – –
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$40K – – –
SWA
189
Sutton Wealth Advisors
Florida
$35.1K – – –
SPIA
190
Steward Partners Investment Advisory
New York
$35K -$4.59K -169 -12%
MSFP
191
Mark Sheptoff Financial Planning
Connecticut
$33K – – –
MWC
192
MBM Wealth Consultants
Missouri
$25K – – –
EW
193
Evoke Wealth
California
$23.3K +$23.3K +843 New
SBL
194
Sargent Bickham Lagudis
Colorado
$22K – – –
TC
195
Truvestments Capital
Florida
$22K +$11.2K +409 +105%
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
$21K -$29K -1,063 -58%
CG
197
Cutler Group
California
$18K -$34.4K -1,290 -66%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$17K – – –
WCG
199
Weaver Consulting Group
California
$16K – – –
VCM
200
Versant Capital Management
Arizona
$16K +$4.84K +176 +43%
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8
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