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Axos Financial
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Overview Fund Activity

226 hedge funds and large institutions have $1.26B invested in Axos Financial in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
71
Reduced
76
Closed
23
Calls
$5.25M
Puts
$23.3M
Net Calls
-$18.1M
Net Calls Change
+$2.15M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$61.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13M
4
Millennium Management
4
Millennium Management
New York
$8.22M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$6.84M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$600K
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
RA
3
Royce & Associates
New York
$8.24M
4
OCM
4
Osterweis Capital Management
California
$0
5
State Street
5
State Street
Massachusetts
$51.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
201
Ameritas Investment Company
Nebraska
$12K +$12K +450 New
CFGS
202
Concourse Financial Group Securities
Alabama
$11K -$19.3K -700 -64%
HR
203
Howe & Rusling
New York
$11K – – –
FHA
204
First Horizon Advisors
Tennessee
$11K +$10.1K +369 +1,190%
PA
205
Parallel Advisors
California
$10K – – –
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.85K – – –
TRCT
207
Tower Research Capital (TRC)
New York
$8K -$237K -8,308 -97%
S
208
SignatureFD
Georgia
$8K – – –
AA
209
Advisory Alpha
Michigan
$6.29K +$6.29K +231 New
EWM
210
Endurance Wealth Management
Rhode Island
$6K – – –
AIM
211
Advantage Investment Management
Iowa
$3K -$2.61K -100 -47%
PFBT
212
Parkside Financial Bank & Trust
Missouri
$3K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
TWA
214
TCI Wealth Advisors
Arizona
$3K – – –
AF
215
Advisornet Financial
Minnesota
$3K – – –
GAM
216
Gemmer Asset Management
California
$2K +$24 +1 +1%
HGWM
217
Harvest Group Wealth Management
Massachusetts
$2K +$710 +22 +55%
ST
218
Smithfield Trust
Pennsylvania
$1K – – –
TFO
219
Tarbox Family Office
California
$1K – – –
QCG
220
Quadrant Capital Group
Ohio
$1K – – –
GI
221
Gradient Investments
Minnesota
$1K – – –
BGIM
222
Brandywine Global Investment Management
Pennsylvania
$1K +$1K +10 New
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +50 New
GT
224
Glenmede Trust
Pennsylvania
$154 +$1 +26 +0.5%
APG Asset Management
225
APG Asset Management
Netherlands
– -$13.1M -547,900 Closed
6 7 8
9
10