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Axos Financial
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Overview Fund Activity

224 hedge funds and large institutions have $1.41B invested in Axos Financial in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-2
Holders Change %
-0.88%
% of All Funds
4.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
24
Increased
74
Reduced
87
Closed
20
Calls
$15.7M
Puts
$22.8M
Net Calls
-$7.11M
Net Calls Change
+$10.9M

Top Buyers

1
EMFAT
1
Emerald Mutual Fund Advisers Trust
Pennsylvania
$14.9M
2
EA
2
Emerald Advisers
Pennsylvania
$14.9M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$26.8M
4
Man Group
4
Man Group
United Kingdom
$8.43M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$14.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.73M
2
FG
2
Formula Growth
Quebec, Canada
$2.06M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$10.2M
4
Ameriprise
4
Ameriprise
Minnesota
$55.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$101K -$349K -11,476 -78%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$87K – – –
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$70K +$3.85K +127 +6%
PHK
179
Point72 Hong Kong
Hong Kong
$69K +$69K +2,274 New
OAM
180
Oppenheimer Asset Management
New York
$66K +$2.71K +90 +4%
MOACM
181
Mutual of America Capital Management
New York
$58K -$1.73K -57 -3%
NFG
182
Next Financial Group
Texas
$58K +$3.27K +108 +6%
SBL
183
Sargent Bickham Lagudis
Colorado
$55K +$30.6K +1,000 +125%
LIA
184
LS Investment Advisors
Michigan
$47K – – –
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$44K – – –
CG
186
Cutler Group
California
$39K +$18.8K +625 +93%
SWA
187
Sutton Wealth Advisors
Florida
$38.5K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$37K -$1.28K -43 -3%
MSFP
189
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
Group One Trading
190
Group One Trading
Illinois
$35K -$178K -5,909 -84%
MWC
191
MBM Wealth Consultants
Missouri
$27K – – –
EW
192
Evoke Wealth
California
$25.5K – – –
Toronto Dominion Bank
193
Toronto Dominion Bank
Ontario, Canada
$22K -$1.73K -56 -7%
PCM
194
Prelude Capital Management
New York
$21K +$21K +682 New
VCM
195
Versant Capital Management
Arizona
$16K -$809 -28 -5%
CFGS
196
Concourse Financial Group Securities
Alabama
$15K +$3K +100 +25%
TRCT
197
Tower Research Capital (TRC)
New York
$14K +$5.75K +195 +70%
PFP
198
Pinnacle Financial Partners
Tennessee
$13K +$13K +440 New
HR
199
Howe & Rusling
New York
$12K – – –
WCG
200
Weaver Consulting Group
California
$11K -$4.4K -160 -29%
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8
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