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Axos Financial
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Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in Axos Financial in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
5.73%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
40
Increased
82
Reduced
64
Closed
26
Calls
$37.5M
Puts
$178M
Net Calls
-$141M
Net Calls Change
-$38.1M

Top Buyers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$93.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.9M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$21.5M
4
Victory Capital Management
4
Victory Capital Management
Texas
$19.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.1M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$5.13M
2
NAP
2
New Amsterdam Partners
New York
$5.86M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36.4M
4
PM
4
Pembroke Management
Quebec, Canada
$64.2M
5
WC
5
Weatherbie Capital
Massachusetts
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAP
51
New Amsterdam Partners
New York
$5.86M -$26.8M -830,852 -82%
Deutsche Bank
52
Deutsche Bank
Germany
$5.77M -$3.02M -93,900 -34%
OAM
53
Oxford Asset Management
United Kingdom
$5.65M +$5.65M +175,528 New
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$5.51M -$2.09M -64,800 -27%
Bank of America
55
Bank of America
North Carolina
$5.45M +$3.46M +107,296 +173%
First Trust Advisors
56
First Trust Advisors
Illinois
$5.33M +$1.59M +49,300 +42%
Prudential Financial
57
Prudential Financial
New Jersey
$5.18M +$219K +6,800 +4%
SFM
58
Systematic Financial Management
New Jersey
$5.13M -$27.4M -850,000 -84%
UBS Group
59
UBS Group
Switzerland
$5.1M +$753K +23,368 +17%
Morgan Stanley
60
Morgan Stanley
New York
$4.97M -$6.66M -206,912 -57%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$4.9M -$4.46M -138,340 -48%
PP
62
PDT Partners
New York
$4.45M +$4.45M +138,028 New
SAS
63
Spectrum Advisory Services
Georgia
$4.31M -$82.3K -2,556 -2%
GC
64
Guggenheim Capital
Illinois
$4.26M +$1.6M +49,608 +60%
PI
65
Putnam Investments
Massachusetts
$4.23M -$4.21M -130,832 -50%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$3.61M – – –
Creative Planning
67
Creative Planning
Kansas
$3.51M +$294K +9,116 +9%
CCM
68
Century Capital Management
Massachusetts
$3.48M +$3.12M +96,928 +883%
EI
69
EAM Investors
California
$3.44M +$3.44M +106,944 New
SC
70
Sculptor Capital
New York
$3.41M – – –
American Century Companies
71
American Century Companies
Missouri
$3.31M +$3.31M +102,764 New
JIP
72
Jaffetilchin Investment Partners
Florida
$3.3M +$1.03M +32,000 +45%
ERSOT
73
Employees Retirement System of Texas
Texas
$3.22M +$644K +20,000 +25%
AllianceBernstein
74
AllianceBernstein
Tennessee
$3.12M -$79.9K -2,480 -3%
TA
75
Teachers Advisors
New York
$2.94M +$63.9K +1,984 +2%
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3
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