AX icon

Axos Financial
AX

Overview Fund Activity

240 hedge funds and large institutions have $1.31B invested in Axos Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-5
Holders Change %
-2.04%
% of All Funds
5.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
29
Increased
65
Reduced
95
Closed
33
Calls
$4.72M
Puts
$27.3M
Net Calls
-$22.6M
Net Calls Change
-$15.9M

Top Buyers

1
PM
Pembroke Management
Quebec, Canada
$25.5M
2
PCM
Peregrine Capital Management
Minnesota
$6.97M
3
WA
Wasatch Advisors
Utah
$17.7M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$9.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$68.2M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$160M
2
BlackRock
BlackRock
New York
$246M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
4
VOAM
Vertex One Asset Management
British Columbia, Canada
$11.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
201
Lindbrook Capital
California
$28K – – –
WCM
202
WealthBridge Capital Management
Ohio
$28K – – –
MWC
203
MBM Wealth Consultants
Missouri
$26K +$26K +907 New
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$17K +$17K +600 New
WCG
205
Weaver Consulting Group
California
$16K +$16K +560 New
PFP
206
Pinnacle Financial Partners
Tennessee
$13K +$13K +440 New
WF
207
WealthTrust Fairport
Ohio
$13K +$13K +450 New
HR
208
Howe & Rusling
New York
$11K -$5.43K -195 -33%
TC
209
Truvestments Capital
Florida
$11K +$11K +391 New
PA
210
Parallel Advisors
California
$10K – – –
VCM
211
Versant Capital Management
Arizona
$10K +$10K +379 New
FCB
212
First Command Bank
Texas
$9K – – –
SWM
213
SeaCrest Wealth Management
New York
$9K – – –
FCFS
214
First Command Financial Services
Texas
$9K – – –
S
215
SignatureFD
Georgia
$8K +$3.46K +122 +76%
LFG
216
Larson Financial Group
Missouri
$7K – – –
AA
217
Advisory Alpha
Michigan
$6.81K +$6.81K +227 New
AIM
218
Advantage Investment Management
Iowa
$6K -$4.86K -174 -45%
EWM
219
Endurance Wealth Management
Rhode Island
$6K – – –
CAM
220
Cresset Asset Management
Illinois
$5K -$144 -5 -3%
WAM
221
Wealthspire Advisors (Maryland)
Maryland
$4K +$2.19K +75 +121%
FHA
222
Flagship Harbor Advisors
Massachusetts
$3K – – –
TWA
223
TCI Wealth Advisors
Arizona
$3K – – –
AF
224
Advisornet Financial
Minnesota
$3K – – –
PFBT
225
Parkside Financial Bank & Trust
Missouri
$3K +$1.89K +71 +169%
7 8
9
10 11