AX icon

Axos Financial
AX

Overview Fund Activity

202 hedge funds and large institutions have $830M invested in Axos Financial in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-22
Holders Change %
-9.82%
% of All Funds
4.46%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
26
Increased
67
Reduced
70
Closed
46
Calls
$3.44M
Puts
$4.87M
Net Calls
-$1.43M
Net Calls Change
+$5.69M

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$20.5M
2
TG
2
TCW Group
California
$5.15M
3
FG
3
Formula Growth
Quebec, Canada
$5.75M
4
FP
4
Foundry Partners
Minnesota
$4.07M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.91M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$0
2
Man Group
2
Man Group
United Kingdom
$0
3
PCM
3
Peregrine Capital Management
Minnesota
$0
4
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.33M
5
MFIMFI
5
Mesirow Financial Investment Management - Fixed Income
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
176
Howe & Rusling
New York
$7K – – –
QCG
177
Quadrant Capital Group
Ohio
$7K +$5.89K +338 +528%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$7K +$7K +385 New
PP
179
PrairieView Partners
Minnesota
$7K +$7K +400 New
PA
180
Parallel Advisors
California
$6K – – –
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.8K – – –
CFGS
182
Concourse Financial Group Securities
Alabama
$5K -$3.33K -200 -40%
S
183
SignatureFD
Georgia
$5K – – –
Fidelity Investments
184
Fidelity Investments
Massachusetts
$4K -$411K -23,196 -99%
EWM
185
Endurance Wealth Management
Rhode Island
$4K – – –
RCA
186
Ranch Capital Advisors
Florida
$4K – – –
AA
187
Advisory Alpha
Michigan
$3.91K -$86 -5 -2%
SPIA
188
Steward Partners Investment Advisory
New York
$2K -$18.9K -1,126 -90%
TWA
189
TCI Wealth Advisors
Arizona
$2K – – –
AF
190
Advisornet Financial
Minnesota
$2K – – –
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
PCG
193
Private Capital Group
Connecticut
$1K +$395 +15 +65%
LC
194
Lindbrook Capital
California
$1K +$1K +79 New
Janus Henderson Group
195
Janus Henderson Group
United Kingdom
– -$23.3M -769,223 Closed
Man Group
196
Man Group
United Kingdom
– -$8.43M -278,218 Closed
PCM
197
Peregrine Capital Management
Minnesota
– -$6.61M -218,371 Closed
MFIMFI
198
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$6.33M -209,053 Closed
BC
199
Burney Company
Virginia
– -$3.48M -114,878 Closed
MCM
200
Matarin Capital Management
New York
– -$1.91M -63,007 Closed
6 7
8
9 10