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Axos Financial
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Overview Fund Activity

169 hedge funds and large institutions have $860M invested in Axos Financial in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
4.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
34
Increased
66
Reduced
49
Closed
14
Calls
$17M
Puts
$37.4M
Net Calls
-$20.3M
Net Calls Change
-$9.75M

Top Buyers

1
DAM
Davis Asset Management
California
$16.7M
2
TCM
TimesSquare Capital Management
New York
$52.1M
3
PM
Pembroke Management
Quebec, Canada
$57.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$8.92M
5
BFA
BlackRock Fund Advisors
California
$57.8M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$24.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
$0
3
Citadel Advisors
Citadel Advisors
Florida
$576K
4
NAP
New Amsterdam Partners
New York
$18.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
151
Parallax Volatility Advisers
California
$40K +$40K +2,048 New
MFS
152
MSI Financial Services
Massachusetts
$33K -$7.67K -400 -19%
BlackRock
153
BlackRock
New York
$29K – – –
FANJ
154
Financial Architects (New Jersey)
New Jersey
$29K – – –
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$28K -$5.54K -284 -17%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$23K -$78.2K -4,000 -77%
MSFP
157
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$15K +$15K +764 New
NPC
159
National Planning Corporation
California
$12K +$12K +608 New
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$11K +$786 +40 +8%
RCG
161
Ruggie Capital Group
Florida
$9K +$9K +448 New
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$8K – – –
AP
163
Atwood & Palmer
Missouri
$8K – – –
NFG
164
Next Financial Group
Texas
$7K -$4.31K -212 -38%
FHA
165
First Horizon Advisors
Tennessee
$4K – – –
SIA
166
Stancorp Investment Advisers
Oregon
$4K +$4K +200 New
GAM
167
Gemmer Asset Management
California
$1K – – –
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$704 -$15 -768 -2%
Allianz Asset Management
169
Allianz Asset Management
Germany
– -$12.3M -679,772 Closed
CIP
170
Convergence Investment Partners
Florida
– -$2.53M -138,900 Closed
RJA
171
Raymond James & Associates
Florida
– -$2.46M -135,424 Closed
ACM
172
Argent Capital Management
Missouri
– -$1.48M -81,460 Closed
QSS
173
Quantitative Systematic Strategies
Florida
– -$1.15M -62,360 Closed
ZIM
174
Zacks Investment Management
Illinois
– -$988K -54,380 Closed
Wellington Management Group
175
Wellington Management Group
Massachusetts
– -$606K -33,376 Closed
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