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Axos Financial
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Overview Fund Activity

192 hedge funds and large institutions have $1.28B invested in Axos Financial in 2015 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
5.18%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
40
Increased
77
Reduced
54
Closed
21
Calls
$21.4M
Puts
$124M
Net Calls
-$103M
Net Calls Change
-$42.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$142M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$62.3M
3
SOMRS
3
State of Michigan Retirement System
Michigan
$12.2M
4
DAM
4
Davis Asset Management
California
$33.7M
5
GA
5
Geneva Advisors
Illinois
$25M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$0
3
TCP
3
TAMRO Capital Partners
Virginia
$30.1M
4
PM
4
Pembroke Management
Quebec, Canada
$69.2M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$55K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$653K +$309K +11,700 +90%
BHB
102
Bank Hapoalim BM
Israel
$641K -$41.4K -1,568 -6%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$639K -$10.7K -404 -2%
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$634K +$21.1K +800 +3%
TI
105
Trexquant Investment
Connecticut
$634K +$634K +24,000 New
QSS
106
Quantitative Systematic Strategies
Florida
$600K +$600K +22,696 New
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$592K +$180K +6,800 +44%
AA
108
ALPS Advisors
Colorado
$590K +$9.1K +344 +2%
LCG
109
Lisanti Capital Growth
New York
$580K +$580K +21,940 New
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$555K +$31.7K +1,200 +6%
BCM
111
Bridgeway Capital Management
Texas
$550K -$52.9K -2,000 -9%
CONA
112
Capital One National Association
New York
$547K +$29.7K +1,124 +6%
FP
113
Foundry Partners
Minnesota
$534K -$58.1K -2,200 -10%
CCA
114
Catalyst Capital Advisors
New York
$529K +$529K +20,000 New
CAM
115
Capstone Asset Management
Texas
$517K -$305K -11,552 -37%
Allianz Asset Management
116
Allianz Asset Management
Germany
$516K +$516K +19,540 New
AQR Capital Management
117
AQR Capital Management
Connecticut
$509K -$86.9K -3,288 -15%
DC
118
Deere & Company
Illinois
$503K -$103K -3,884 -17%
Citigroup
119
Citigroup
New York
$502K +$257K +9,748 +105%
ONB
120
Old National Bancorp
Indiana
$480K +$17.4K +656 +4%
Brown Advisory
121
Brown Advisory
Maryland
$478K +$48.5K +1,836 +11%
LPL Financial
122
LPL Financial
California
$462K -$658 -24 -0.1%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$423K – – –
Citadel Advisors
124
Citadel Advisors
Florida
$399K +$20.1K +760 +5%
CCMH
125
Cornerstone Capital Management Holdings
New York
$359K +$10.6K +400 +3%
3 4
5
6 7