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Axos Financial
AX

Overview Fund Activity

211 hedge funds and large institutions have $1.34B invested in Axos Financial in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
5.63%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
36
Increased
89
Reduced
63
Closed
39
Calls
$17.6M
Puts
$15.7M
Net Calls
+$1.91M
Net Calls Change
+$18.6M

Top Buyers

1
Invesco
1
Invesco
Georgia
$46.3M
2
Ameriprise
2
Ameriprise
Minnesota
$43.5M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$9.8M
4
BCM
4
Basswood Capital Management
New York
$23.5M
5
TAM
5
Tiverton Asset Management
Delaware
$6.05M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$20.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
EMFAT
3
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.6M
4
HCM
4
Highbridge Capital Management
New York
$703K
5
Barclays
5
Barclays
United Kingdom
$189K
Name Holding Trade Value Shares
Change 		Shares
Change %
1CM
51
1492 Capital Management
Wisconsin
$5.05M -$445K -20,846 -8%
Norges Bank
52
Norges Bank
Norway
$4.99M – – –
Charles Schwab
53
Charles Schwab
California
$4.38M +$80.1K +3,752 +2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$4.33M -$873K -40,900 -17%
GC
55
Guggenheim Capital
Illinois
$4.28M -$1.08M -50,462 -20%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$4.13M +$790K +36,998 +24%
TCIM
57
TIAA CREF Investment Management
New York
$4.12M -$381K -17,859 -8%
Bank of America
58
Bank of America
North Carolina
$4.07M +$614K +28,776 +18%
GC
59
GMT Capital
Georgia
$4.06M +$4.06M +190,040 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$3.95M +$30.6K +1,432 +0.8%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$3.8M -$1.19M -55,663 -24%
SIP
62
Stoneridge Investment Partners
Pennsylvania
$3.53M -$337K -15,771 -9%
Prudential Financial
63
Prudential Financial
New Jersey
$3.51M +$25.6K +1,200 +0.7%
Morgan Stanley
64
Morgan Stanley
New York
$3.43M +$1.54M +72,324 +82%
Goldman Sachs
65
Goldman Sachs
New York
$3.29M +$938K +43,956 +40%
KCM
66
Kennedy Capital Management
Missouri
$3.18M +$1.05M +49,143 +49%
ERSOT
67
Employees Retirement System of Texas
Texas
$2.99M – – –
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$2.78M +$356K +16,694 +15%
SAS
69
Spectrum Advisory Services
Georgia
$2.77M -$118K -5,508 -4%
SGAM
70
Smith Group Asset Management
Texas
$2.76M -$23.9K -1,120 -0.9%
UBS AM
71
UBS AM
Illinois
$2.69M +$2.04M +95,551 +314%
Creative Planning
72
Creative Planning
Kansas
$2.68M -$16.4K -770 -0.6%
TA
73
Teachers Advisors
New York
$2.54M +$530K +24,845 +26%
FG
74
Formula Growth
Quebec, Canada
$2.47M +$1.61M +75,400 +188%
SC
75
Sculptor Capital
New York
$2.45M – – –
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3
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