AX icon

Axos Financial
AX

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 %
Stifel Financial
101
Stifel Financial
Missouri
$1.85M 64,804 +38,964 +151%
RJA
102
Raymond James & Associates
Florida
$1.84M 64,548 +3,040 +5%
AQR Capital Management
103
AQR Capital Management
Connecticut
$1.84M 64,545 +49,676 +334%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.82M 63,861 -995 -2%
RI
105
Ridgewood Investments
New Jersey
$1.81M 63,299 +63,299 New
FG
106
Formula Growth
Quebec, Canada
$1.72M 60,191 – –
EP
107
Elkfork Partners
Oregon
$1.65M 57,838 +57,838 New
PRCP
108
Pacific Ridge Capital Partners
Oregon
$1.53M 53,440 +1,020 +2%
SCM
109
Shelton Capital Management
Colorado
$1.5M 52,408 – –
LSV Asset Management
110
LSV Asset Management
Illinois
$1.42M 49,800 +34,900 +234%
SIP
111
Stoneridge Investment Partners
Pennsylvania
$1.41M 49,444 -88,704 -64%
FFA
112
First Foundation Advisors
California
$1.37M 48,000 – –
TCM
113
Timpani Capital Management
Wisconsin
$1.31M 45,710 +45,710 New
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$1.3M 45,472 – –
William Blair & Company
115
William Blair & Company
Illinois
$1.29M 45,175 -1,590 -3%
SAM
116
Shell Asset Management
Netherlands
$1.29M 45,104 -393 -0.9%
AIG
117
American International Group
New York
$1.24M 43,581 -619 -1%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$1.21M 42,400 +42,400 New
TAM
119
Tyers Asset Management
Texas
$1.2M 42,064 +42,064 New
TPSF
120
Texas Permanent School Fund
Texas
$1.2M 42,012 -1,849 -4%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$1.17M 40,820 -1,028 -2%
Deutsche Bank
122
Deutsche Bank
Germany
$1.16M 40,635 -30,555 -43%
Public Sector Pension Investment Board (PSP Investments)
123
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.16M 40,604 – –
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.16M 40,471 -94 -0.2%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$1.15M 40,365 +3,778 +10%
3 4
5
6 7