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Axos Financial
AX

Overview Fund Activity

142 hedge funds and large institutions have $658M invested in Axos Financial in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
25
Increased
50
Reduced
52
Closed
20
Calls
$17M
Puts
$29.8M
Net Calls
-$12.7M
Net Calls Change
+$2.2M

Top Buyers

1
AP
1
Alydar Partners
Massachusetts
$5.49M
2
GF
2
Gerstein Fisher
New York
$18.6M
3
ICRM
3
Insight Capital Research & Management
California
$4.42M
4
Invesco
4
Invesco
Georgia
$10M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.85M

Top Sellers

1
RA
1
Royce & Associates
New York
$2.84M
2
PI
2
Putnam Investments
Massachusetts
$5.64M
3
DCM
3
Driehaus Capital Management
Illinois
$0
4
GGHC
4
Gilder Gagnon Howe & Co
New York
$35.4M
5
PG
5
PEAK6 Group
Illinois
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
51
Dearborn Partners
Illinois
$1.98M -$1.2M -61,256 -38%
Goldman Sachs
52
Goldman Sachs
New York
$1.91M +$1.64M +83,472 +601%
GC
53
Guggenheim Capital
Illinois
$1.88M -$69.7K -3,552 -4%
RHJA
54
Rice Hall James & Associates
California
$1.86M +$1.11M +56,736 +149%
AllianceBernstein
55
AllianceBernstein
Tennessee
$1.84M +$150K +7,676 +9%
NCCM
56
Nine Chapters Capital Management
New Jersey
$1.73M +$910K +46,400 +112%
ACM
57
Argent Capital Management
Missouri
$1.72M – – –
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.72M +$7.85K +400 +0.5%
JAM
59
Jupiter Asset Management
United Kingdom
$1.7M -$33.8K -1,724 -2%
Bank of America
60
Bank of America
North Carolina
$1.61M +$306K +15,604 +23%
Morgan Stanley
61
Morgan Stanley
New York
$1.54M +$285K +14,548 +23%
Creative Planning
62
Creative Planning
Kansas
$1.53M +$15.7K +800 +1%
CS
63
Credit Suisse
Switzerland
$1.48M -$277K -14,128 -16%
AQR Capital Management
64
AQR Capital Management
Connecticut
$1.46M – – –
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$1.44M +$659K +33,600 +84%
BG
66
BlackRock Group
United Kingdom
$1.37M +$146K +7,436 +12%
NFA
67
Nationwide Fund Advisors
Ohio
$1.35M -$1.03M -52,296 -43%
TA
68
Teachers Advisors
New York
$1.31M +$56.5K +2,880 +4%
SCM
69
Shelton Capital Management
Colorado
$1.25M +$1.25M +63,596 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$1.13M +$15.7K +800 +1%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$1.01M – – –
TPSF
72
Texas Permanent School Fund
Texas
$994K +$2.27K +116 +0.2%
Comerica Bank
73
Comerica Bank
Texas
$979K -$18.6K -948 -2%
SO
74
STRS Ohio
Ohio
$973K -$306K -15,600 -24%
Swiss National Bank
75
Swiss National Bank
Switzerland
$957K – – –
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3
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