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Axos Financial

225 hedge funds and large institutions have $1.46B invested in Axos Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
33
Increased
71
Reduced
84
Closed
29
Calls
$11.3M
Puts
$69.3M
Net Calls
-$58.1M
Net Calls Change
-$48.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
201
Next Financial Group
Texas
$47K
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$44K +$44K +1,675 New
US Bancorp
203
US Bancorp
Minnesota
$43K -$61.1K -2,360 -59%
OAM
204
Oppenheimer Asset Management
New York
$39K +$39K +1,501 New
AIM
205
Acrospire Investment Management
Illinois
$38K -$122K -4,663 -76%
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$37K
SCM
207
Segantii Capital Management
Hong Kong
$37K +$37K +1,400 New
FANJ
208
Financial Architects (New Jersey)
New Jersey
$31K
MSFP
209
Mark Sheptoff Financial Planning
Connecticut
$31K +$26 +1 +0.1%
SWA
210
Sutton Wealth Advisors
Florida
$23.8K
PCA
211
Peddock Capital Advisors
Massachusetts
$19K +$19K +720 New
SPIA
212
Steward Partners Investment Advisory
New York
$14K +$14K +560 New
YWP
213
YorkBridge Wealth Partners
New York
$12K
BTIS
214
BB&T Investment Services
North Carolina
$8K
HCM
215
Herndon Capital Management
Georgia
$8K +$474 +18 +6%
VIA
216
Vantage Investment Advisors
Pennsylvania
$6K
MAM
217
Meeder Asset Management
Ohio
$4K +$4K +155 New
TWA
218
TCI Wealth Advisors
Arizona
$3K
AIM
219
Advantage Investment Management
Iowa
$3K
IA
220
IFP Advisors
Florida
$2K -$28.8K -1,254 -94%
IWM
221
IHT Wealth Management
Illinois
$2K +$2K +75 New
JG
222
Jefferies Group
New York
$2K +$2K +88 New
FHA
223
First Horizon Advisors
Tennessee
$1K
QCG
224
Quadrant Capital Group
Ohio
$1K
PFBT
225
Parkside Financial Bank & Trust
Missouri
$1K +$194 +7 +24%