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Axos Financial
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Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in Axos Financial in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
5.73%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
40
Increased
82
Reduced
64
Closed
26
Calls
$37.5M
Puts
$178M
Net Calls
-$141M
Net Calls Change
-$38.1M

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$93.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.9M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$21.5M
4
Victory Capital Management
4
Victory Capital Management
Texas
$19.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.1M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$5.13M
2
NAP
2
New Amsterdam Partners
New York
$5.86M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36.4M
4
PM
4
Pembroke Management
Quebec, Canada
$64.2M
5
WC
5
Weatherbie Capital
Massachusetts
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Apex Capital Management
Ohio
$12.4M +$12.4M +384,024 New
Invesco
27
Invesco
Georgia
$12M +$785K +24,372 +7%
Principal Financial Group
28
Principal Financial Group
Iowa
$11.8M +$827K +25,664 +8%
Ameriprise
29
Ameriprise
Minnesota
$11.6M +$2.94M +91,220 +34%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$11.2M +$786K +24,420 +8%
CAM
31
Cortina Asset Management
Wisconsin
$11.1M -$2.71M -84,116 -20%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$10.9M +$4.51M +140,128 +71%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$10.9M -$2.02M -62,740 -16%
TAM
34
Tocqueville Asset Management
New York
$10.4M +$7.9M +245,400 +316%
OAM
35
Oberweis Asset Management
Illinois
$10.2M -$265K -8,240 -3%
TSW
36
Thompson Siegel & Walmsley
Virginia
$10.2M -$17.3M -535,936 -63%
RFC
37
Russell Frank Company
Washington
$8.94M -$6.06K -188 -0.1%
EA
38
Emerald Advisers
Pennsylvania
$8.9M +$1.6M +49,548 +22%
1CM
39
1492 Capital Management
Wisconsin
$8.66M -$190K -5,912 -2%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$8.08M +$773K +24,000 +11%
BIM
41
BlackRock Investment Management
Delaware
$7.39M -$141K -4,372 -2%
NFA
42
Nationwide Fund Advisors
Ohio
$7.3M +$1M +31,200 +16%
RHJA
43
Rice Hall James & Associates
California
$7.04M -$984K -30,556 -12%
Wells Fargo
44
Wells Fargo
California
$7M -$1.72M -53,324 -20%
VOAM
45
Vertex One Asset Management
British Columbia, Canada
$6.83M -$4.24M -131,604 -38%
TCIM
46
TIAA CREF Investment Management
New York
$6.6M -$251K -7,808 -4%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.56M -$180K -5,600 -3%
Citigroup
48
Citigroup
New York
$6.23M +$5.61M +174,296 +916%
BIM
49
Bogle Investment Management
Massachusetts
$6.01M +$6.01M +186,604 New
Charles Schwab
50
Charles Schwab
California
$5.95M +$347K +10,776 +6%
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