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Axos Financial
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Overview Fund Activity

192 hedge funds and large institutions have $1.28B invested in Axos Financial in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
5.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
40
Increased
77
Reduced
54
Closed
21
Calls
$21.4M
Puts
$124M
Net Calls
-$103M
Net Calls Change
-$42.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$62.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$12.2M
4
DAM
4
Davis Asset Management
California
$33.7M
5
GA
5
Geneva Advisors
Illinois
$25M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
TCP
3
TAMRO Capital Partners
Virginia
$30.1M
4
PM
4
Pembroke Management
Quebec, Canada
$69.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$55K
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$10.6M +$1.65M +62,580 +19%
GIP
27
Granite Investment Partners
California
$10.1M -$1.49M -56,448 -13%
Morgan Stanley
28
Morgan Stanley
New York
$9.55M +$3.31M +125,308 +53%
Invesco
29
Invesco
Georgia
$9.18M -$482K -18,244 -5%
VOAM
30
Vertex One Asset Management
British Columbia, Canada
$9.08M – – –
Principal Financial Group
31
Principal Financial Group
Iowa
$9.01M +$79.1K +2,992 +0.9%
OAM
32
Oberweis Asset Management
Illinois
$8.55M +$52.9K +2,000 +0.6%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$8.52M +$101K +3,816 +1%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$7.68M +$7.68M +290,564 New
RFC
35
Russell Frank Company
Washington
$7.34M +$1.46M +55,124 +25%
1CM
36
1492 Capital Management
Wisconsin
$7.27M -$327K -12,364 -4%
Deutsche Bank
37
Deutsche Bank
Germany
$7.21M +$4.72M +178,596 +189%
Wells Fargo
38
Wells Fargo
California
$7.15M +$5.92M +223,920 +478%
Ameriprise
39
Ameriprise
Minnesota
$7.13M +$433K +16,388 +6%
AIMCA
40
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.12M -$1.34M -50,700 -16%
AC
41
Alpenglow Capital
California
$7M +$7M +265,016 New
PI
42
Putnam Investments
Massachusetts
$6.93M -$1.55M -58,748 -18%
RHJA
43
Rice Hall James & Associates
California
$6.59M -$679K -25,708 -9%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$6.23M +$4.16M +157,240 +200%
BIM
45
BlackRock Investment Management
Delaware
$6.18M +$999K +37,792 +19%
EA
46
Emerald Advisers
Pennsylvania
$5.99M -$4.35M -164,440 -42%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$5.99M +$433K +16,400 +8%
TCIM
48
TIAA CREF Investment Management
New York
$5.62M +$303K +11,468 +6%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.53M – – –
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$5.22M +$4.88M +184,828 +1,467%
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