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Axos Financial
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Overview Fund Activity

206 hedge funds and large institutions have $1.33B invested in Axos Financial in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-19
Holders Change %
-8.44%
% of All Funds
5.14%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
14
Increased
84
Reduced
69
Closed
32
Calls
$15.2M
Puts
$40.4M
Net Calls
-$25.2M
Net Calls Change
+$32.9M

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$40.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.44M
3
RHJA
3
Rice Hall James & Associates
California
$19.2M
4
WA
4
Wasatch Advisors
Utah
$15M
5
RA
5
Royce & Associates
New York
$13.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$761K
2
CAM
2
Cortina Asset Management
Wisconsin
$0
3
Ameriprise
3
Ameriprise
Minnesota
$57.9M
4
PI
4
Putnam Investments
Massachusetts
$0
5
KCM
5
Kennedy Capital Management
Missouri
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
ALPS Advisors
Colorado
$394K +$1.02K +43 +0.3%
FRM
152
Fox Run Management
Connecticut
$368K -$42.7K -1,800 -10%
O
153
OppenheimerFunds
New York
$339K +$55.3K +2,335 +19%
MSA
154
Mason Street Advisors
Wisconsin
$337K +$17.6K +742 +6%
MERSOM
155
Municipal Employees' Retirement System of Michigan
Michigan
$323K +$11.9K +500 +4%
IIA
156
IPG Investment Advisors
California
$320K +$320K +13,500 New
FMT
157
First Mercantile Trust
Tennessee
$298K -$94.6K -3,987 -24%
DVM
158
Dreman Value Management
Florida
$297K -$144K -6,072 -33%
PIA
159
Piedmont Investment Advisors
North Carolina
$296K +$296K +12,473 New
AG
160
Aperio Group
California
$278K +$47.5K +2,007 +21%
VKH
161
Virtu KCG Holdings
New York
$274K +$80.8K +3,408 +42%
SOADOR
162
State of Alaska Department of Revenue
Alaska
$270K +$119K +5,024 +79%
PA
163
Profund Advisors
Maryland
$259K +$20.6K +867 +9%
CIM
164
CIM Investment Management
Pennsylvania
$258K -$8.06K -340 -3%
ACI
165
Alpha Cubed Investments
California
$254K +$4.75K +200 +2%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$242K +$242K +10,205 New
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$237K -$83K -3,500 -26%
1GA
168
1st Global Advisors
Texas
$234K -$99.5K -4,188 -30%
LTFS
169
Ladenburg Thalmann Financial Services
Florida
$215K +$9.86K +416 +5%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$207K -$6.22K -263 -3%
QT
171
Quantbot Technologies
New York
$203K -$30.2K -1,280 -13%
EWM
172
Endurance Wealth Management
Rhode Island
$177K +$18.4K +775 +12%
AAM
173
Advisors Asset Management
Colorado
$167K -$69.1K -2,912 -29%
HR
174
Howe & Rusling
New York
$135K – – –
LIA
175
LS Investment Advisors
Michigan
$133K -$1.36K -57 -1%
5 6
7
8 9