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Axos Financial
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Overview Fund Activity

245 hedge funds and large institutions have $1.17B invested in Axos Financial in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 56 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+15
Holders Change %
+6.52%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
55
Increased
56
Reduced
85
Closed
37
Calls
$10.1M
Puts
$16.7M
Net Calls
-$6.62M
Net Calls Change
+$28.6M

Top Buyers

1
RHJA
1
Rice Hall James & Associates
California
$30.5M
2
STB
2
S&T Bank
Pennsylvania
$7.98M
3
QI
3
QS Investors
New York
$5.08M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.66M
5
PPA
5
Parametric Portfolio Associates
Washington
$4.26M

Top Sellers

1
VOAM
1
Vertex One Asset Management
British Columbia, Canada
$14.4M
2
State Street
2
State Street
Massachusetts
$55.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$159M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$37K – – –
JA
202
JOYN Advisors
Georgia
$35K -$7.06K -280 -17%
DWM
203
Doyle Wealth Management
Florida
$33K +$33K +1,300 New
MSFP
204
Mark Sheptoff Financial Planning
Connecticut
$30K – – –
Toronto Dominion Bank
205
Toronto Dominion Bank
Ontario, Canada
$29K +$29K +1,134 New
CFGS
206
Concourse Financial Group Securities
Alabama
$27K – – –
MOACM
207
Mutual of America Capital Management
New York
$25K -$1.06K -43 -4%
LC
208
Lindbrook Capital
California
$25K +$25K +1,000 New
US Bancorp
209
US Bancorp
Minnesota
$24K – – –
WCM
210
WealthBridge Capital Management
Ohio
$24K +$24K +948 New
SWA
211
Sutton Wealth Advisors
Florida
$22.9K – – –
LPWM
212
Lake Point Wealth Management
Texas
$20K +$20K +800 New
HR
213
Howe & Rusling
New York
$15K -$22.8K -895 -60%
PRC
214
Pearl River Capital
Michigan
$12K +$12K +489 New
IA
215
IFP Advisors
Florida
$11K -$1.34K -53 -11%
AIC
216
Ameritas Investment Company
Nebraska
$11K +$11K +450 New
AIM
217
Advantage Investment Management
Iowa
$10K +$2.19K +85 +28%
FCFS
218
First Command Financial Services
Texas
$8K – – –
FCB
219
First Command Bank
Texas
$8K – – –
SWM
220
SeaCrest Wealth Management
New York
$8K – – –
PA
221
Parallel Advisors
California
$8K +$8K +351 New
LFG
222
Larson Financial Group
Missouri
$6K +$6K +238 New
TRCT
223
Tower Research Capital (TRC)
New York
$5K -$11.2K -482 -69%
EWM
224
Endurance Wealth Management
Rhode Island
$5K -$8.75K -350 -64%
Macquarie Group
225
Macquarie Group
Australia
$5K -$5K -200 -50%
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9
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