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Axos Financial
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Overview Fund Activity

192 hedge funds and large institutions have $1.28B invested in Axos Financial in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
5.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
40
Increased
77
Reduced
54
Closed
21
Calls
$21.4M
Puts
$124M
Net Calls
-$103M
Net Calls Change
-$42.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$62.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$12.2M
4
DAM
4
Davis Asset Management
California
$33.7M
5
GA
5
Geneva Advisors
Illinois
$25M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
TCP
3
TAMRO Capital Partners
Virginia
$30.1M
4
PM
4
Pembroke Management
Quebec, Canada
$69.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$55K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
51
Nationwide Fund Advisors
Ohio
$5.17M +$691K +26,160 +15%
EMFAT
52
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.77M -$5.62M -212,820 -54%
Charles Schwab
53
Charles Schwab
California
$4.6M +$127K +4,796 +3%
VIG
54
Vienna Insurance Group
Poland
$4.23M +$4.23M +160,000 New
Prudential Financial
55
Prudential Financial
New Jersey
$4.07M +$148K +5,600 +4%
SAS
56
Spectrum Advisory Services
Georgia
$3.61M -$186K -7,028 -5%
UBS Group
57
UBS Group
Switzerland
$3.57M +$3.33M +125,928 +1,375%
First Trust Advisors
58
First Trust Advisors
Illinois
$3.07M +$2.38M +90,016 +343%
Comerica Bank
59
Comerica Bank
Texas
$3M +$1.55M +58,604 +107%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.96M +$41.2K +1,560 +1%
SC
61
Sculptor Capital
New York
$2.8M +$2.8M +106,000 New
Marshall Wace
62
Marshall Wace
United Kingdom
$2.74M +$2.74M +103,664 New
Creative Planning
63
Creative Planning
Kansas
$2.64M -$95.7K -3,620 -4%
AllianceBernstein
64
AllianceBernstein
Tennessee
$2.62M +$391K +14,800 +18%
CS
65
Credit Suisse
Switzerland
$2.56M -$31.5K -1,192 -1%
TA
66
Teachers Advisors
New York
$2.36M +$25.7K +972 +1%
Public Sector Pension Investment Board (PSP Investments)
67
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.21M -$444K -16,800 -17%
GC
68
Guggenheim Capital
Illinois
$2.19M +$564K +21,360 +35%
ERSOT
69
Employees Retirement System of Texas
Texas
$2.11M – – –
TAM
70
Tocqueville Asset Management
New York
$2.05M +$1.04M +39,200 +102%
BCM
71
BlueCrest Capital Management
Jersey
$2.04M +$2.04M +77,144 New
VOYA Investment Management
72
VOYA Investment Management
Georgia
$1.93M – – –
JIP
73
Jaffetilchin Investment Partners
Florida
$1.86M +$740K +27,996 +66%
SIP
74
Stoneridge Investment Partners
Pennsylvania
$1.77M +$1.77M +66,928 New
Swiss National Bank
75
Swiss National Bank
Switzerland
$1.76M +$52.9K +2,000 +3%
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3
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