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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 %
Citigroup
76
Citigroup
New York
$3.41M 119,280 +71,206 +148%
Comerica Bank
77
Comerica Bank
Texas
$3.34M 114,529 +12,395 +12%
Wells Fargo
78
Wells Fargo
California
$3.23M 113,013 -627 -0.6%
PAM
79
Panagora Asset Management
Massachusetts
$3.04M 106,313 -64,394 -38%
Legal & General Group
80
Legal & General Group
United Kingdom
$2.98M 104,430 +46,672 +81%
Creative Planning
81
Creative Planning
Kansas
$2.92M 102,318 +9,008 +10%
MAM
82
Majedie Asset Management
United Kingdom
$2.88M 100,879 -9,912 -9%
JC
83
JCSD Capital
California
$2.86M 100,000 – –
TA
84
Teachers Advisors
New York
$2.84M 99,568 +4,201 +4%
AllianceBernstein
85
AllianceBernstein
Tennessee
$2.76M 96,720 -343 -0.4%
Swiss National Bank
86
Swiss National Bank
Switzerland
$2.64M 92,600 – –
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$2.63M 92,029 -208,104 -69%
KBC Group
88
KBC Group
Belgium
$2.59M 90,740 +49,999 +123%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$2.56M 89,579 +6,847 +8%
GHCM
90
Glen Harbor Capital Management
California
$2.55M 89,386 +89,386 New
Parallax Volatility Advisers
91
Parallax Volatility Advisers
California
$2.49M 87,236 +14,593 +20%
Voloridge Investment Management
92
Voloridge Investment Management
Florida
$2.45M 85,751 +85,751 New
Barclays
93
Barclays
United Kingdom
$2.44M 85,587 -20,591 -19%
CAM
94
Covenant Asset Management
New Jersey
$2.33M 81,538 +81,538 New
CS
95
Credit Suisse
Switzerland
$2.24M 78,270 +20,049 +34%
Canada Life
96
Canada Life
Manitoba, Canada
$2.16M 75,753 -1,415 -2%
MCIM
97
Meadow Creek Investment Management
Georgia
$2.1M 73,612 +73,612 New
UBS Group
98
UBS Group
Switzerland
$2.01M 70,335 +1,648 +2%
RCAMU
99
Rothschild & Co Asset Management US
Connecticut
$1.95M 68,365 +56,584 +480%
PPA
100
Parametric Portfolio Associates
Washington
$1.88M 65,984 +11,180 +20%
2 3
4
5 6