AX icon

Axos Financial
AX

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.

New
Increased
Maintained
Reduced
Closed
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 %
CCMG
126
Clark Capital Management Group
Pennsylvania
$348K +$348K +13,168 New
VKH
127
Virtu KCG Holdings
New York
$340K +$340K +12,864 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$332K -$953K -36,028 -74%
Jane Street
129
Jane Street
New York
$318K +$318K +12,024 New
OC
130
Oppenheimer & Co
New York
$317K +$1.69K +64 +0.5%
RCIM
131
Russell Clark Investment Management
United Kingdom
$317K +$317K +12,000 New
FPC
132
Falcon Point Capital
California
$310K – – –
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$308K +$18.3K +692 +6%
DADC
134
D.A. Davidson & Co
Montana
$307K -$11.7K -444 -4%
WS
135
Wedbush Securities
California
$305K +$305K +11,528 New
PA
136
Profund Advisors
Maryland
$296K -$98.8K -3,744 -25%
CCM
137
Century Capital Management
Massachusetts
$290K +$290K +10,972 New
CIM
138
CIM Investment Management
Pennsylvania
$280K – – –
MERSOM
139
Municipal Employees' Retirement System of Michigan
Michigan
$267K +$3.17K +120 +1%
Legal & General Group
140
Legal & General Group
United Kingdom
$250K +$26.4K +992 +12%
MAA
141
Managed Account Advisors
New Jersey
$244K -$9.08K -344 -4%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$242K +$10.9K +412 +5%
ProShare Advisors
143
ProShare Advisors
Maryland
$231K -$115K -4,348 -33%
CMBA
144
C.M. Bidwell & Associates
Hawaii
$224K +$5.81K +220 +3%
EMG
145
Ellington Management Group
Connecticut
$222K +$222K +8,400 New
PSI
146
Pinnacle Summer Investments
Virginia
$211K +$211K +8,000 New
WCM
147
Windward Capital Management
California
$206K +$206K +7,776 New
Nomura Holdings
148
Nomura Holdings
Japan
$203K +$203K +7,668 New
YMRC
149
Yorktown Management & Research Company
Virginia
$201K +$201K +7,600 New
DTL
150
Dynamic Technology Lab
Singapore
$200K +$200K +7,560 New
4 5
6
7 8