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Axos Financial
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Overview Fund Activity

227 hedge funds and large institutions have $1.23B invested in Axos Financial in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-13
Holders Change %
-5.42%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
80
Reduced
72
Closed
31
Calls
$4.85M
Puts
$25M
Net Calls
-$20.2M
Net Calls Change
+$2.37M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.3M
2
EIP
Epoch Investment Partners
New York
$47.1M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.87M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$12.5M
5
WA
Wasatch Advisors
Utah
$19.7M

Top Sellers

1
FAM
Fred Alger Management
New York
$6.41M
2
GACM
Global Alpha Capital Management
Quebec, Canada
$0
3
APG Asset Management
APG Asset Management
Netherlands
$13.1M
4
VOAM
Vertex One Asset Management
British Columbia, Canada
$1.37M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
201
Howe & Rusling
New York
$11K – – –
TC
202
Truvestments Capital
Florida
$11K – – –
VCM
203
Versant Capital Management
Arizona
$11K +$732 +27 +7%
PA
204
Parallel Advisors
California
$10K – – –
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.72K -$160K -5,886 -95%
FCB
206
First Command Bank
Texas
$8K – – –
S
207
SignatureFD
Georgia
$8K – – –
FCFS
208
First Command Financial Services
Texas
$8K – – –
AIM
209
Advantage Investment Management
Iowa
$6K – – –
EWM
210
Endurance Wealth Management
Rhode Island
$5K – – –
CAL
211
Capital Analysts LLC
Pennsylvania
$5K +$2.5K +100 +100%
PFBT
212
Parkside Financial Bank & Trust
Missouri
$3K – – –
TWA
213
TCI Wealth Advisors
Arizona
$3K – – –
AF
214
Advisornet Financial
Minnesota
$3K – – –
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.5K +50 +100%
PCG
216
Private Capital Group
Connecticut
$3K +$2.47K +51 +464%
GAM
217
Gemmer Asset Management
California
$2K +$122 +5 +6%
FHA
218
First Horizon Advisors
Tennessee
$1K -$1K -31 -50%
HGWM
219
Harvest Group Wealth Management
Massachusetts
$1K – – –
GI
220
Gradient Investments
Minnesota
$1K – – –
EWM
221
Edge Wealth Management
New York
$1K – – –
ST
222
Smithfield Trust
Pennsylvania
$1K – – –
QCG
223
Quadrant Capital Group
Ohio
$1K – – –
RCG
224
Ruggie Capital Group
Florida
$1K +$1K +36 New
TFO
225
Tarbox Family Office
California
$1K +$1K +50 New
7 8
9
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