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Axos Financial
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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 %
OCM
76
Osterweis Capital Management
California
$2.44M +$2.44M +114,467 New
OAM
77
Oxford Asset Management
United Kingdom
$2.43M +$2.43M +114,026 New
Axa
78
Axa
France
$2.36M +$1.18M +55,200 +100%
AllianceBernstein
79
AllianceBernstein
Tennessee
$2.35M +$288K +13,490 +14%
CCMH
80
Cornerstone Capital Management Holdings
New York
$2.14M +$2.14M +100,500 New
JC
81
JCSD Capital
California
$2.03M +$960K +45,000 +90%
Swiss National Bank
82
Swiss National Bank
Switzerland
$1.94M +$378K +18,300 +24%
WM
83
WS Management
Florida
$1.92M – – –
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.84M +$1.21M +56,869 +193%
UBS Group
85
UBS Group
Switzerland
$1.84M -$401K -18,791 -18%
WA
86
Wasatch Advisors
Utah
$1.76M +$986K +46,000 +128%
MAM
87
Majedie Asset Management
United Kingdom
$1.72M +$1.46M +68,404 +571%
Deutsche Bank
88
Deutsche Bank
Germany
$1.71M -$2.16M -101,371 -56%
DC
89
Deere & Company
Illinois
$1.69M -$321K -15,033 -16%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$1.65M -$960 -45 -0.1%
PPA
91
Parametric Portfolio Associates
Washington
$1.49M -$27.3K -1,278 -2%
PAM
92
Panagora Asset Management
Massachusetts
$1.49M +$1.49M +69,607 New
PRCP
93
Pacific Ridge Capital Partners
Oregon
$1.46M +$150K +7,050 +12%
QSS
94
Quantitative Systematic Strategies
Florida
$1.45M +$1.45M +67,709 New
VOYA Investment Management
95
VOYA Investment Management
Georgia
$1.38M – – –
First Trust Advisors
96
First Trust Advisors
Illinois
$1.29M -$2.28M -106,988 -64%
Citigroup
97
Citigroup
New York
$1.23M +$578K +27,100 +88%
CCMG
98
Clark Capital Management Group
Pennsylvania
$1.22M +$489K +22,903 +67%
AIG
99
American International Group
New York
$1.17M +$59.7K +2,799 +5%
William Blair & Company
100
William Blair & Company
Illinois
$1.14M -$57.4K -2,690 -5%
2 3
4
5 6