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Axos Financial
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Overview Fund Activity

205 hedge funds and large institutions have $1.06B invested in Axos Financial in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 71 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-6
Holders Change %
-2.84%
% of All Funds
5.48%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
24
Increased
81
Reduced
71
Closed
26
Calls
$5.72M
Puts
$16.2M
Net Calls
-$10.5M
Net Calls Change
-$12.4M

Top Buyers

1
AC
Ascend Capital
California
$19.8M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$8.67M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.31M
4
Citadel Advisors
Citadel Advisors
Florida
$6.18M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$15.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$460K
2
Renaissance Technologies
Renaissance Technologies
New York
$5.3M
3
SOMRS
State of Michigan Retirement System
Michigan
$37.2M
4
WC
Weatherbie Capital
Massachusetts
$16.4M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$321K -$18.7K -1,053 -6%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$319K +$177K +9,975 +124%
RJFSA
153
Raymond James Financial Services Advisors
Florida
$307K +$307K +17,315 New
BCM
154
Bridgeway Capital Management
Texas
$298K – – –
MERSOM
155
Municipal Employees' Retirement System of Michigan
Michigan
$295K +$5.31K +300 +2%
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$278K -$2.88M -162,486 -91%
AAM
157
Advisors Asset Management
Colorado
$275K +$21K +1,182 +8%
GPGA
158
Grandeur Peak Global Advisors
Utah
$261K -$295K -16,625 -53%
DADC
159
D.A. Davidson & Co
Montana
$248K +$221K +12,566 +831%
FP
160
Foundry Partners
Minnesota
$237K +$28.3K +1,595 +14%
Legal & General Group
161
Legal & General Group
United Kingdom
$235K – – –
AG
162
Advisor Group
Arizona
$229K +$229K +13,087 New
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$221K +$72.5K +4,095 +49%
AIM
164
Acrospire Investment Management
Illinois
$215K +$106 +6 +0%
SB
165
Suntrust Banks
Georgia
$212K +$10.6K +600 +5%
RCAMU
166
Rothschild & Co Asset Management US
Connecticut
$203K +$203K +11,483 New
MSA
167
Mason Street Advisors
Wisconsin
$199K +$18.1K +1,022 +10%
IPC
168
Independent Portfolio Consultants
Florida
$199K +$199K +11,215 New
1GA
169
1st Global Advisors
Texas
$189K -$1.97K -111 -1%
EMG
170
Ellington Management Group
Connecticut
$182K -$26.5K -1,500 -13%
BlackRock
171
BlackRock
New York
$144K +$61.5K +3,455 +75%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$140K +$24.3K +1,373 +21%
EWM
173
Endurance Wealth Management
Rhode Island
$129K +$31.9K +1,800 +33%
MLM
174
Mount Lucas Management
Pennsylvania
$128K -$16.6K -937 -11%
PI
175
PineBridge Investments
New York
$128K +$4.73K +269 +4%
5 6
7
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