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Axos Financial
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Overview Fund Activity

218 hedge funds and large institutions have $1.26B invested in Axos Financial in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
5.83%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
32
Increased
84
Reduced
75
Closed
19
Calls
$16.3M
Puts
$19.2M
Net Calls
-$2.9M
Net Calls Change
+$7.56M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$73M
2
KCM
2
Kennedy Capital Management
Missouri
$21.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$16.2M
4
WA
4
Wasatch Advisors
Utah
$18.8M
5
LCP
5
Lombardia Capital Partners
California
$9.68M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$100K
2
TCM
2
TimesSquare Capital Management
New York
$0
3
SOMRS
3
State of Michigan Retirement System
Michigan
$23.9M
4
AC
4
Ascend Capital
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
101
Credit Suisse
Switzerland
$1.3M -$187K -8,370 -13%
Legal & General Group
102
Legal & General Group
United Kingdom
$1.29M +$990K +44,271 +328%
PPA
103
Parametric Portfolio Associates
Washington
$1.23M -$74.2K -3,310 -6%
EGM
104
Engineers Gate Manager
New York
$1.19M +$48.9K +2,182 +4%
PRCP
105
Pacific Ridge Capital Partners
Oregon
$1.17M -$358K -16,000 -23%
SCM
106
Shelton Capital Management
Colorado
$1.17M – – –
Citigroup
107
Citigroup
New York
$1.08M +$418K +18,643 +63%
FFA
108
First Foundation Advisors
California
$1.08M – – –
William Blair & Company
109
William Blair & Company
Illinois
$1.05M -$2.15M -95,935 -67%
SAM
110
Shell Asset Management
Netherlands
$1.02M -$46.7K -2,087 -4%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$1.02M – – –
AIG
112
American International Group
New York
$990K +$112 +5 +0%
TPSF
113
Texas Permanent School Fund
Texas
$982K -$381 -17 -0%
QOP
114
Quinn Opportunity Partners
Virginia
$952K +$22.4K +1,000 +2%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$937K – – –
KBC Group
116
KBC Group
Belgium
$913K – – –
Public Sector Pension Investment Board (PSP Investments)
117
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$910K – – –
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$908K +$3.65K +163 +0.4%
TI
119
Turner Investments
Pennsylvania
$896K +$896K +40,000 New
Massachusetts Financial Services
120
Massachusetts Financial Services
Massachusetts
$886K +$205K +9,162 +30%
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$820K +$197K +8,800 +32%
ERSOT
122
Employees Retirement System of Texas
Texas
$806K -$1.34M -60,000 -63%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$792K – – –
LPL Financial
124
LPL Financial
California
$758K +$235K +10,640 +45%
New York State Teachers Retirement System (NYSTRS)
125
New York State Teachers Retirement System (NYSTRS)
New York
$757K -$8.96K -400 -1%
3 4
5
6 7