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Axos Financial
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Overview Fund Activity

205 hedge funds and large institutions have $1.6B invested in Axos Financial in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
5.73%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
40
Increased
82
Reduced
64
Closed
26
Calls
$37.5M
Puts
$178M
Net Calls
-$141M
Net Calls Change
-$38.1M

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
$93.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
$92.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$21.5M
4
Victory Capital Management
Victory Capital Management
Texas
$19.1M
5
Renaissance Technologies
Renaissance Technologies
New York
$37.1M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
$5.13M
2
NAP
New Amsterdam Partners
New York
$5.86M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.4M
4
PM
Pembroke Management
Quebec, Canada
$64.2M
5
WC
Weatherbie Capital
Massachusetts
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CONA
126
Capital One National Association
New York
$692K +$24.9K +772 +4%
CAM
127
Capstone Asset Management
Texas
$667K +$37.5K +1,164 +6%
CCA
128
Catalyst Capital Advisors
New York
$644K – – –
Barclays
129
Barclays
United Kingdom
$620K +$485K +15,168 +359%
Allianz Asset Management
130
Allianz Asset Management
Germany
$616K -$12.9K -400 -2%
EMG
131
Ellington Management Group
Connecticut
$606K +$335K +10,400 +124%
VP
132
Value Partners
Hong Kong
$580K -$322K -10,000 -36%
BCM
133
Bridgeway Capital Management
Texas
$560K -$109K -3,400 -16%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$515K +$286K +8,876 +125%
MAM
135
Martingale Asset Management
Massachusetts
$503K +$503K +15,608 New
MLL
136
Moody Lynn & Lieberson
Massachusetts
$501K +$501K +15,560 New
Brown Advisory
137
Brown Advisory
Maryland
$449K -$133K -4,132 -23%
CCMG
138
Clark Capital Management Group
Pennsylvania
$431K +$6.58K +204 +2%
CCMH
139
Cornerstone Capital Management Holdings
New York
$425K -$12.9K -400 -3%
KA
140
Kovack Advisors
Florida
$417K +$417K +12,952 New
Federated Hermes
141
Federated Hermes
Pennsylvania
$412K +$412K +12,796 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$408K +$243K +7,552 +148%
BPC
143
Banque Pictet & Cie
Switzerland
$393K +$393K +12,212 New
Legal & General Group
144
Legal & General Group
United Kingdom
$385K +$88.5K +2,808 +30%
MERSOM
145
Municipal Employees' Retirement System of Michigan
Michigan
$345K +$19.3K +600 +6%
WCM
146
Windward Capital Management
California
$328K +$77.4K +2,400 +31%
DADC
147
D.A. Davidson & Co
Montana
$327K -$47.5K -1,480 -13%
OC
148
Oppenheimer & Co
New York
$324K -$62.7K -1,948 -16%
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
$322K +$322K +10,000 New
1GA
150
1st Global Advisors
Texas
$315K +$62.9K +1,956 +25%
4 5
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