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Axos Financial
AX

Overview Fund Activity

211 hedge funds and large institutions have $1.34B invested in Axos Financial in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-4
Holders Change %
-1.86%
% of All Funds
5.63%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
36
Increased
89
Reduced
63
Closed
39
Calls
$17.6M
Puts
$15.7M
Net Calls
+$1.91M
Net Calls Change
+$18.6M

Top Buyers

1
Invesco
Invesco
Georgia
$46.3M
2
Ameriprise
Ameriprise
Minnesota
$43.5M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$9.8M
4
BCM
Basswood Capital Management
New York
$23.5M
5
TAM
Tiverton Asset Management
Delaware
$6.05M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$20.1M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.6M
4
HCM
Highbridge Capital Management
New York
$703K
5
Barclays
Barclays
United Kingdom
$189K
Name Holding Trade Value Shares
Change 		Shares
Change %
MLM
176
Mount Lucas Management
Pennsylvania
$174K +$16.3K +763 +10%
FAM
177
Fortaleza Asset Management
Illinois
$172K +$73.8K +3,460 +75%
BNP Paribas Financial Markets
178
BNP Paribas Financial Markets
France
$172K -$79.2K -3,709 -32%
CG
179
Cutler Group
California
$156K +$56.6K +2,663 +57%
HNB
180
Huntington National Bank
Ohio
$154K +$154K +1,654 New
PI
181
PineBridge Investments
New York
$150K -$14.7K -685 -9%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$139K +$34.1K +1,598 +32%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$134K +$54.3K +2,552 +68%
Canada Life
184
Canada Life
Manitoba, Canada
$127K – – –
US Bancorp
185
US Bancorp
Minnesota
$103K +$28.7K +1,346 +39%
BlackRock
186
BlackRock
New York
$99K +$62.3K +2,913 +170%
HR
187
Howe & Rusling
New York
$84K +$8.48K +395 +11%
EARNEST Partners
188
EARNEST Partners
Georgia
$77K – – –
SEI Investments
189
SEI Investments
Pennsylvania
$58K -$66.1K -3,111 -53%
MFS
190
MSI Financial Services
Massachusetts
$57K -$41.9K -1,952 -42%
LIA
191
LS Investment Advisors
Michigan
$43K +$4.29K +199 +11%
DADC
192
D.A. Davidson & Co
Montana
$32K +$30.6K +1,449 +2,264%
MSFP
193
Mark Sheptoff Financial Planning
Connecticut
$26K – – –
FANJ
194
Financial Architects (New Jersey)
New Jersey
$26K +$26K +1,200 New
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$23K – – –
LTFS
196
Ladenburg Thalmann Financial Services
Florida
$18K +$9K +400 +100%
Nuveen Asset Management
197
Nuveen Asset Management
Illinois
$17.2K +$700 +32,808 +4%
SWA
198
Sutton Wealth Advisors
Florida
$12.1K +$12.1K +566 New
Geode Capital Management
199
Geode Capital Management
Massachusetts
$11.7K +$3.73K +174,629 +47%
RCG
200
Ruggie Capital Group
Florida
$10K +$10K +448 New
6 7
8
9 10