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Axos Financial
AX

Overview Fund Activity

137 hedge funds and large institutions have $516M invested in Axos Financial in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
137
Holders Change
+28
Holders Change %
+25.69%
% of All Funds
4.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
45
Reduced
43
Closed
12
Calls
$10M
Puts
$25M
Net Calls
-$15M
Net Calls Change
-$7.81M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$43.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$49.3M
3
PM
3
Pembroke Management
Quebec, Canada
$21.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.2M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.46M

Top Sellers

1
RA
1
Royce & Associates
New York
$9.87M
2
ACMM
2
Arbor Capital Management (Minnesota)
Minnesota
$15.6M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$33.3M
4
OAM
4
Oberweis Asset Management
Illinois
$3.53M
5
PCM
5
Perritt Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$1.45M -$624K -38,528 -30%
JIR
52
James Investment Research
Ohio
$1.45M +$120K +7,400 +9%
JAM
53
Jupiter Asset Management
United Kingdom
$1.44M -$188K -11,620 -12%
ACM
54
Argent Capital Management
Missouri
$1.42M -$668K -41,200 -32%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.41M +$45.9K +2,832 +3%
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.4M +$71.4K +4,400 +5%
GA
57
Geneva Advisors
Illinois
$1.38M -$49.9K -3,080 -3%
Creative Planning
58
Creative Planning
Kansas
$1.25M +$150K +9,240 +14%
AQR Capital Management
59
AQR Capital Management
Connecticut
$1.21M +$237K +14,596 +24%
ZIM
60
Zacks Investment Management
Illinois
$1.14M +$102K +6,276 +10%
Bank of America
61
Bank of America
North Carolina
$1.08M +$416K +25,644 +63%
Wells Fargo
62
Wells Fargo
California
$1.07M +$670K +41,364 +168%
SO
63
STRS Ohio
Ohio
$1.06M -$195K -12,000 -16%
TA
64
Teachers Advisors
New York
$1.04M -$101K -6,232 -9%
Morgan Stanley
65
Morgan Stanley
New York
$1.03M -$23.2K -1,432 -2%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$1.03M +$1.03M +63,200 New
BG
67
BlackRock Group
United Kingdom
$1.01M +$891K +55,020 +743%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$919K +$141K +8,684 +18%
Two Sigma Investments
69
Two Sigma Investments
New York
$868K -$4M -246,880 -82%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$838K – – –
Comerica Bank
71
Comerica Bank
Texas
$824K +$824K +50,876 New
TPSF
72
Texas Permanent School Fund
Texas
$821K +$821K +50,604 New
Swiss National Bank
73
Swiss National Bank
Switzerland
$791K – – –
ARTA
74
A.R.T. Advisors
New York
$708K +$708K +43,640 New
AA
75
AlphaMark Advisors
Kentucky
$700K +$700K +43,228 New
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3
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