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Axos Financial
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Overview Fund Activity

215 hedge funds and large institutions have $1.36B invested in Axos Financial in 2015 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 151 increasing their positions, 3 reducing their positions, and 50 closing their positions.

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
5.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
61
Increased
151
Reduced
3
Closed
50
Calls
$27.5M
Puts
$44.2M
Net Calls
-$16.7M
Net Calls Change
+$124M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$77M
2
TCM
2
TimesSquare Capital Management
New York
$50.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65.5M
4
Ameriprise
4
Ameriprise
Minnesota
$32.3M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$30.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$75.7M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
GA
3
Geneva Advisors
Illinois
$0
4
NPIC
4
Neumeier Poma Investment Counsel
California
$0
5
GIP
5
Granite Investment Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
176
Landscape Capital Management
New Jersey
$202K 9,614 +9,614 New
MSA
177
Mason Street Advisors
Wisconsin
$194K 9,237 +849 +10%
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$188K 8,923 -14,081 -61%
AAM
179
Advisors Asset Management
Colorado
$187K 8,877 +5,061 +133%
CMBA
180
C.M. Bidwell & Associates
Hawaii
$179K 8,480 – –
PI
181
PineBridge Investments
New York
$162K 7,693 +801 +12%
MLM
182
Mount Lucas Management
Pennsylvania
$156K 7,398 +7,398 New
GS
183
GAM Systematic
United Kingdom
$151K 7,189 -15,199 -68%
Canada Life
184
Canada Life
Manitoba, Canada
$126K 5,968 – –
EWM
185
Endurance Wealth Management
Rhode Island
$125K 5,956 +1,384 +30%
SEI Investments
186
SEI Investments
Pennsylvania
$123K 5,842 +5,502 +1,618%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$104K 4,924 -1,444 -23%
CG
188
Cutler Group
California
$98K 4,674 +4,674 New
FAM
189
Fortaleza Asset Management
Illinois
$97K 4,620 -2,900 -39%
MFS
190
MSI Financial Services
Massachusetts
$97K 4,608 +328 +8%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$79K 3,746 +3,094 +475%
EARNEST Partners
192
EARNEST Partners
Georgia
$76K 3,600 – –
HR
193
Howe & Rusling
New York
$74K 3,520 – –
US Bancorp
194
US Bancorp
Minnesota
$73K 3,483 +2,239 +180%
SEC
195
Seven Eight Capital
New York
$51K 2,400 +2,000 +500%
LIA
196
LS Investment Advisors
Michigan
$38K 1,796 – –
BlackRock
197
BlackRock
New York
$36K 1,716 -720 -30%
MSFP
198
Mark Sheptoff Financial Planning
Connecticut
$25K 1,200 – –
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
$23K 1,092 +684 +168%
Nuveen Asset Management
200
Nuveen Asset Management
Illinois
$16.3K 774,559 +259,875 +50%
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