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Axos Financial
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Overview Fund Activity

218 hedge funds and large institutions have $1.26B invested in Axos Financial in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
5.83%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
32
Increased
84
Reduced
75
Closed
19
Calls
$16.3M
Puts
$19.2M
Net Calls
-$2.9M
Net Calls Change
+$7.56M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$73M
2
KCM
2
Kennedy Capital Management
Missouri
$21.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$16.2M
4
WA
4
Wasatch Advisors
Utah
$18.8M
5
LCP
5
Lombardia Capital Partners
California
$9.68M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$100K
2
TCM
2
TimesSquare Capital Management
New York
$0
3
SOMRS
3
State of Michigan Retirement System
Michigan
$23.9M
4
AC
4
Ascend Capital
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
26
Thompson Siegel & Walmsley
Virginia
$13.7M -$415K -18,528 -3%
Allianz Asset Management
27
Allianz Asset Management
Germany
$13.2M -$5.37M -241,100 -29%
SCA
28
Summit Creek Advisors
Minnesota
$13M -$172K -7,690 -1%
ECP
29
Elk Creek Partners
Colorado
$12.7M +$622K +27,763 +5%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$12.5M -$2.97M -132,588 -19%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$10.7M -$303K -13,525 -3%
PCM
32
Peregrine Capital Management
Minnesota
$10.5M +$10.5M +468,700 New
RHJA
33
Rice Hall James & Associates
California
$9.93M +$1.08M +48,286 +12%
LCP
34
Lombardia Capital Partners
California
$9.68M +$9.68M +431,957 New
Principal Financial Group
35
Principal Financial Group
Iowa
$9.33M +$285K +12,729 +3%
RA
36
Royce & Associates
New York
$9.31M +$3.52M +157,100 +61%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$9.23M – – –
CAM
38
Cortina Asset Management
Wisconsin
$8.83M +$2.86M +127,856 +48%
PP
39
Prudential plc
United Kingdom
$8.48M +$8.48M +378,600 New
NFA
40
Nationwide Fund Advisors
Ohio
$8.12M +$951K +42,445 +13%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$7.93M – – –
QI
42
QS Investors
New York
$7.42M +$104K +4,633 +1%
VIG
43
Vienna Insurance Group
Poland
$7.39M – – –
EA
44
Emerald Acquisition
Washington
$7.32M -$1.07M -47,813 -13%
Morgan Stanley
45
Morgan Stanley
New York
$6.94M +$3.09M +137,834 +80%
Alyeska Investment Group
46
Alyeska Investment Group
Illinois
$6.93M +$6.93M +309,153 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$6.72M -$9.52M -425,044 -59%
TAM
48
Tiverton Asset Management
Delaware
$6.49M -$582K -25,983 -8%
BG
49
BlackRock Group
United Kingdom
$6.43M -$592K -26,444 -8%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$6.39M +$6.39M +285,418 New
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