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Axos Financial
AX

Overview Fund Activity

142 hedge funds and large institutions have $658M invested in Axos Financial in 2013 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
4.12%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
25
Increased
50
Reduced
52
Closed
20
Calls
$17M
Puts
$29.8M
Net Calls
-$12.7M
Net Calls Change
+$2.2M

Top Buyers

1
AP
1
Alydar Partners
Massachusetts
$5.49M
2
GF
2
Gerstein Fisher
New York
$18.6M
3
ICRM
3
Insight Capital Research & Management
California
$4.42M
4
Invesco
4
Invesco
Georgia
$10M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.85M

Top Sellers

1
RA
1
Royce & Associates
New York
$2.84M
2
PI
2
Putnam Investments
Massachusetts
$5.64M
3
DCM
3
Driehaus Capital Management
Illinois
$0
4
GGHC
4
Gilder Gagnon Howe & Co
New York
$35.4M
5
PG
5
PEAK6 Group
Illinois
$3.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$356K -$12.1K -616 -3%
MTIP
102
Magee Thomson Investment Partners
California
$347K – – –
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$345K -$39.2K -2,000 -10%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$345K +$7.84K +400 +2%
TC
105
TFS Capital
Pennsylvania
$337K +$337K +17,212 New
Nomura Holdings
106
Nomura Holdings
Japan
$298K -$305K -15,540 -51%
WS
107
Wedbush Securities
California
$292K +$292K +14,900 New
Neuberger Berman Group
108
Neuberger Berman Group
New York
$291K -$238K -12,144 -45%
Tudor Investment Corp
109
Tudor Investment Corp
Connecticut
$290K +$290K +14,780 New
Jane Street
110
Jane Street
New York
$283K +$283K +14,448 New
HF
111
Hoxton Financial
West Virginia
$274K +$274K +13,964 New
PA
112
Profund Advisors
Maryland
$273K +$273K +13,936 New
DADC
113
D.A. Davidson & Co
Montana
$263K +$86.4K +4,440 +49%
ARTA
114
A.R.T. Advisors
New York
$261K -$593K -30,304 -69%
MLM
115
Mount Lucas Management
Pennsylvania
$260K +$260K +13,240 New
PI
116
PineBridge Investments
New York
$253K +$145K +7,372 +134%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$246K +$246K +12,568 New
PA
118
Pinnacle Associates
New York
$190K +$190K +9,700 New
Wells Fargo
119
Wells Fargo
California
$171K -$1.12M -57,252 -87%
MSA
120
Mason Street Advisors
Wisconsin
$150K +$12.5K +640 +9%
OA
121
OFI Advisors
Pennsylvania
$118K -$470 -24 -0.4%
U
122
UBS
Switzerland
$116K -$2.42K -124 -2%
EARNEST Partners
123
EARNEST Partners
Georgia
$102K +$102K +5,200 New
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$98K – – –
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$94.9K – – –
3 4
5
6 7