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Axos Financial
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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.

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 %
MSA
151
Mason Street Advisors
Wisconsin
$197K +$11K +416 +6%
Canada Life
152
Canada Life
Manitoba, Canada
$191K -$33.1K -1,256 -15%
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$188K +$85.3K +3,220 +83%
HNB
154
Huntington National Bank
Ohio
$173K -$2.33K -88 -1%
PI
155
PineBridge Investments
New York
$165K -$195K -7,388 -54%
IPC
156
Independent Portfolio Consultants
Florida
$151K +$36.6K +1,380 +32%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$135K +$96.5K +3,652 +251%
Barclays
158
Barclays
United Kingdom
$112K -$220K -8,320 -66%
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$108K +$46.2K +1,748 +75%
EWM
160
Endurance Wealth Management
Rhode Island
$108K +$108K +4,080 New
OA
161
OFI Advisors
Pennsylvania
$105K +$8.49K +320 +9%
Victory Capital Management
162
Victory Capital Management
Texas
$100K +$100K +3,756 New
Lazard Asset Management
163
Lazard Asset Management
New York
$96K +$9.5K +360 +11%
EARNEST Partners
164
EARNEST Partners
Georgia
$95K – – –
HR
165
Howe & Rusling
New York
$93K +$93K +3,520 New
MFS
166
MSI Financial Services
Massachusetts
$76K +$13.7K +520 +22%
ED
167
Exane Derivatives
France
$57.2K +$57.2K +2,164 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$55K -$6.55M -247,856 -99%
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$52K +$11.5K +432 +28%
LIA
170
LS Investment Advisors
Michigan
$47K +$47K +1,796 New
QT
171
Quantbot Technologies
New York
$42K -$153K -5,816 -79%
BlackRock
172
BlackRock
New York
$38K -$1.81K -68 -5%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$33K -$134K -5,120 -80%
US Bancorp
174
US Bancorp
Minnesota
$33K +$6.37K +240 +24%
FNBT
175
FineMark National Bank & Trust
Florida
$32K -$15.2K -576 -32%
5 6
7
8 9