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Axos Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.62B invested in Axos Financial in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
5.73%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.3%
New
42
Increased
76
Reduced
79
Closed
28
Calls
$26.1M
Puts
$35.5M
Net Calls
-$9.39M
Net Calls Change
-$6.49M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$129M
2
EA
2
Emerald Advisers
Pennsylvania
$38.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.8M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$9.59M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.8M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$11.5M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$11.2M
4
BCM
4
Basswood Capital Management
New York
$19.2M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$9.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$6.79M 237,868 +11,849 +5%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$6.46M 226,172 -7,556 -3%
NA
53
NS Advisors
Connecticut
$6.32M 221,446 – –
William Blair Investment Management
54
William Blair Investment Management
Illinois
$6.14M 214,912 +42,333 +25%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$5.63M 197,103 -88,315 -31%
OCM
56
Osterweis Capital Management
California
$5.24M 183,622 +114,622 +166%
LCP
57
Lombardia Capital Partners
California
$5.21M 182,376 -249,581 -58%
GC
58
GMT Capital
Georgia
$5.18M 181,400 – –
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$5.09M 178,300 +8,900 +5%
Goldman Sachs
60
Goldman Sachs
New York
$5.07M 177,721 +96,842 +120%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$5.02M 175,957 -18,499 -10%
Norges Bank
62
Norges Bank
Norway
$4.89M 171,341 +21,754 +15%
TCIM
63
TIAA CREF Investment Management
New York
$4.85M 170,012 -32,802 -16%
AP
64
AHL Partners
United Kingdom
$4.71M 165,016 +104,102 +171%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$4.55M 159,475 -115,951 -42%
AII
66
AGF Investments Inc
Ontario, Canada
$4.28M 150,000 +150,000 New
First Trust Advisors
67
First Trust Advisors
Illinois
$4.13M 144,695 +80,568 +126%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$4.08M 142,753 -90,232 -39%
Prudential Financial
69
Prudential Financial
New Jersey
$4.02M 140,928 -8,880 -6%
BC
70
Burney Company
Virginia
$3.98M 139,457 +22,834 +20%
Axa
71
Axa
France
$3.69M 129,200 +65,000 +101%
GC
72
Guggenheim Capital
Illinois
$3.67M 128,601 -17,025 -12%
Bank of America
73
Bank of America
North Carolina
$3.67M 128,580 -63,264 -33%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$3.53M 123,669 -3,300 -3%
GC
75
Gratus Capital
Georgia
$3.45M 120,757 -3,223 -3%
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