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Axos Financial
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Overview Fund Activity

225 hedge funds and large institutions have $1.46B invested in Axos Financial in 2017 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
5.61%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.2%
New
33
Increased
71
Reduced
84
Closed
29
Calls
$11.3M
Puts
$69.3M
Net Calls
-$58.1M
Net Calls Change
-$48.7M

Top Buyers

1
BlackRock
BlackRock
New York
$194M
2
Vanguard Group
Vanguard Group
Pennsylvania
$142M
3
FAM
Fred Alger Management
New York
$32M
4
Millennium Management
Millennium Management
New York
$15.5M
5
BCM
Basswood Capital Management
New York
$24.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$71.4M
2
Morgan Stanley
Morgan Stanley
New York
$6.48M
3
VIG
Vienna Insurance Group
Poland
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
CCM
Century Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$15.2M -$2.76M -105,644 -15%
RHJA
27
Rice Hall James & Associates
California
$13.6M +$530K +20,290 +4%
Credit Agricole
28
Credit Agricole
France
$11.9M +$5.64M +216,000 +90%
Principal Financial Group
29
Principal Financial Group
Iowa
$11.8M +$544K +20,808 +5%
SCA
30
Summit Creek Advisors
Minnesota
$11.3M -$3.75M -143,606 -25%
PCM
31
Peregrine Capital Management
Minnesota
$10.2M -$163K -6,048 -2%
WA
32
Wasatch Advisors
Utah
$9.76M -$754K -28,859 -7%
CAM
33
Cortina Asset Management
Wisconsin
$9.74M -$1.81M -69,176 -16%
ECP
34
Elk Creek Partners
Colorado
$9.6M -$2.69M -103,040 -22%
RA
35
Royce & Associates
New York
$9.05M -$2.66M -101,700 -23%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$8.8M – – –
Allianz Asset Management
37
Allianz Asset Management
Germany
$8.7M -$230K -8,794 -3%
NFA
38
Nationwide Fund Advisors
Ohio
$8.6M +$155K +5,945 +2%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$8.1M -$571K -21,867 -7%
TAM
40
Tiverton Asset Management
Delaware
$7.57M – – –
QI
41
QS Investors
New York
$6.88M – – –
Morgan Stanley
42
Morgan Stanley
New York
$6.48M -$10.7M -411,293 -62%
Charles Schwab
43
Charles Schwab
California
$6.32M +$108K +4,131 +2%
PI
44
Putnam Investments
Massachusetts
$6M -$532K -20,364 -8%
EIM
45
Essex Investment Management
Massachusetts
$5.98M -$2.58M -98,926 -30%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$5.64M -$269K -10,280 -5%
William Blair Investment Management
47
William Blair Investment Management
Illinois
$5.31M -$311K -11,902 -6%
Bank of America
48
Bank of America
North Carolina
$5.28M +$1.92M +73,360 +57%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$5.21M +$54.3K +2,079 +1%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$4.41M -$246K -9,400 -5%
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