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Axos Financial
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Overview Fund Activity

261 hedge funds and large institutions have $2B invested in Axos Financial in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 59 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+24
Holders Change %
+10.13%
% of All Funds
5.99%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
51
Increased
59
Reduced
108
Closed
24
Calls
$35.6M
Puts
$60.3M
Net Calls
-$24.6M
Net Calls Change
+$9.82M

Top Buyers

1
State Street
State Street
Massachusetts
$102M
2
Norges Bank
Norges Bank
Norway
$20.3M
3
BlackRock
BlackRock
New York
$333M
4
Vanguard Group
Vanguard Group
Pennsylvania
$236M
5
CTA
Carillon Tower Advisers
Florida
$5.06M

Top Sellers

1
BCM
Basswood Capital Management
New York
$19.5M
2
DAM
Davis Asset Management
California
$60.8M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$11.7M
4
Invesco
Invesco
Georgia
$95M
5
VOAM
Vertex One Asset Management
British Columbia, Canada
$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
201
CIM Investment Management
Pennsylvania
$214K -$214K -5,270 -50%
B
202
Barings
North Carolina
$211K +$211K +5,200 New
AIP
203
Ameritas Investment Partners
Nebraska
$210K – – –
MIH
204
Meitav Investment House
Israel
$209K +$209K +5,059 New
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$208K +$208K +5,144 New
FPCP
206
Fort Point Capital Partners
California
$207K +$207K +5,100 New
WG
207
Winton Group
United Kingdom
$206K +$206K +5,084 New
HR
208
Howe & Rusling
New York
$203K – – –
CAN
209
Cetera Advisor Networks
California
$202K +$202K +5,003 New
WCM
210
Windward Capital Management
California
$201K +$201K +4,953 New
CC
211
Cipher Capital
New York
$201K +$201K +4,964 New
SG Americas Securities
212
SG Americas Securities
New York
$193K +$193K +4,754 New
SEI Investments
213
SEI Investments
Pennsylvania
$172K -$5.5K -135 -3%
FGC
214
Financial Gravity Companies
Texas
$161K -$116K -2,874 -42%
FGAM
215
Financial Gravity Asset Management
Texas
$161K +$161K +3,977 New
EARNEST Partners
216
EARNEST Partners
Georgia
$146K – – –
JA
217
JOYN Advisors
Georgia
$138K +$138K +3,402 New
RCM
218
Riverhead Capital Management
Delaware
$137K +$4.06K +100 +3%
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$123K – – –
CG
220
Cutler Group
California
$113K +$78.7K +1,945 +230%
ASN
221
Advisory Services Network
Georgia
$88K +$88K +2,169 New
SO
222
STRS Ohio
Ohio
$81K +$81K +2,000 New
RE
223
RBC Europe
United Kingdom
$65.3K – – –
SPIA
224
Steward Partners Investment Advisory
New York
$63K – – –
US Bancorp
225
US Bancorp
Minnesota
$61K – – –
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9
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