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Axos Financial
AX

Overview Fund Activity

172 hedge funds and large institutions have $725M invested in Axos Financial in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 79 increasing their positions, 40 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
36
Increased
79
Reduced
40
Closed
28
Calls
$20M
Puts
$28.1M
Net Calls
-$8.16M
Net Calls Change
+$2.02M

Top Buyers

1
TCP
1
TAMRO Capital Partners
Virginia
$32.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$11.3M
3
AC
3
Ascend Capital
California
$6.94M
4
OAM
4
Oberweis Asset Management
Illinois
$8.02M
5
NAP
5
New Amsterdam Partners
New York
$23.2M

Top Sellers

1
AA
1
Antipodean Advisors
New York
$0
2
Invesco
2
Invesco
Georgia
$894K
3
ICM
3
IronBridge Capital Management
Illinois
$0
4
Ameriprise
4
Ameriprise
Minnesota
$3.86M
5
ACMM
5
Arbor Capital Management (Minnesota)
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
151
Barclays
United Kingdom
$93K -$2.7K -148 -3%
VFA
152
Virtus Fund Advisers
Connecticut
$89K +$89K +4,844 New
QT
153
Quantbot Technologies
New York
$88K +$88K +4,800 New
EARNEST Partners
154
EARNEST Partners
Georgia
$66K – – –
AAM
155
Advisors Asset Management
Colorado
$55K -$8.79K -480 -14%
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$48K +$36.9K +2,000 +333%
MFS
157
MSI Financial Services
Massachusetts
$46K – – –
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$32K – – –
BlackRock
159
BlackRock
New York
$28K -$4.04K -216 -13%
FANJ
160
Financial Architects (New Jersey)
New Jersey
$28K +$28K +1,504 New
MSFP
161
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
TRCT
162
Tower Research Capital (TRC)
New York
$17K -$89.1K -4,924 -84%
NFG
163
Next Financial Group
Texas
$11K +$11K +556 New
Envestnet Asset Management
164
Envestnet Asset Management
Illinois
$7K +$4.5K +244 +179%
Parallax Volatility Advisers
165
Parallax Volatility Advisers
California
$7K +$7K +400 New
AP
166
Atwood & Palmer
Missouri
$7K +$7K +400 New
US Bancorp
167
US Bancorp
Minnesota
$4K – – –
FHA
168
First Horizon Advisors
Tennessee
$4K +$4K +216 New
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$1.54K +$367 +20 +31%
GAM
170
Gemmer Asset Management
California
$1K – – –
Walleye Trading
171
Walleye Trading
New York
$27 +$27 +1,460 New
AA
172
Antipodean Advisors
New York
– -$12M -560,000 Closed
ICM
173
IronBridge Capital Management
Illinois
– -$6.47M -301,580 Closed
ACMM
174
Arbor Capital Management (Minnesota)
Minnesota
– -$6.08M -283,596 Closed
ICRM
175
Insight Capital Research & Management
California
– -$4.7M -219,080 Closed
4 5 6
7
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