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Axos Financial
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Overview Fund Activity

215 hedge funds and large institutions have $1.36B invested in Axos Financial in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 92 increasing their positions, 46 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
5.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
61
Increased
92
Reduced
46
Closed
50
Calls
$27.5M
Puts
$44.2M
Net Calls
-$16.7M
Net Calls Change
+$124M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77M
2
TCM
2
TimesSquare Capital Management
New York
$50.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65.5M
4
Ameriprise
4
Ameriprise
Minnesota
$32.3M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$30.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.7M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
GA
3
Geneva Advisors
Illinois
$0
4
NPIC
4
Neumeier Poma Investment Counsel
California
$0
5
GIP
5
Granite Investment Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
126
Clark Capital Management Group
Pennsylvania
$718K +$436K +20,727 +155%
QOP
127
Quinn Opportunity Partners
Virginia
$706K +$706K +33,520 New
Massachusetts Financial Services
128
Massachusetts Financial Services
Massachusetts
$706K +$706K +33,520 New
LPL Financial
129
LPL Financial
California
$704K +$255K +12,510 +57%
AWCI
130
Alpine Woods Capital Investors
New York
$674K +$674K +32,000 New
FMT
131
First Mercantile Trust
Tennessee
$653K -$27.2K -1,291 -4%
Citigroup
132
Citigroup
New York
$645K -$3.43M -162,695 -84%
UBS AM
133
UBS AM
Illinois
$640K – – –
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$620K +$620K +29,434 New
ASRS
135
Arizona State Retirement System
Arizona
$600K +$25.2K +1,200 +4%
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$592K +$381K +18,100 +181%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$585K +$88.4K +4,200 +18%
JG
138
Jefferies Group
New York
$555K +$429K +20,384 +340%
BA
139
BlackRock Advisors
Delaware
$549K -$262K -12,457 -32%
PA
140
Pinnacle Associates
New York
$540K +$540K +25,650 New
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$533K +$2.11K +100 +0.4%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$515K +$22.7K +1,080 +5%
CAM
143
Capstone Asset Management
Texas
$486K +$50.3K +2,390 +12%
GT
144
Glenmede Trust
Pennsylvania
$481K +$464K +22,114 +2,764%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$477K -$33.8K -1,600 -7%
Federated Hermes
146
Federated Hermes
Pennsylvania
$477K +$208K +9,882 +77%
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$472K – – –
Jane Street
148
Jane Street
New York
$447K -$423K -20,091 -49%
ST
149
Spot Trading
Illinois
$430K +$430K +20,424 New
RCM
150
Rotella Capital Management
Washington
$422K +$422K +20,044 New
4 5
6
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