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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 %
HR
176
Howe & Rusling
New York
$82K +$12.7K +720 +18%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$80K -$31.4K -1,775 -28%
US Bancorp
178
US Bancorp
Minnesota
$71K -$14.5K -821 -17%
SEI Investments
179
SEI Investments
Pennsylvania
$71K +$22.8K +1,292 +47%
EARNEST Partners
180
EARNEST Partners
Georgia
$64K – – –
TRCT
181
Tower Research Capital (TRC)
New York
$61K +$60.5K +3,407 +12,619%
Walleye Trading
182
Walleye Trading
New York
$47K -$204K -11,530 -81%
MFS
183
MSI Financial Services
Massachusetts
$35K -$12.5K -700 -26%
LIA
184
LS Investment Advisors
Michigan
$35K – – –
Federated Hermes
185
Federated Hermes
Pennsylvania
$24K -$696K -38,767 -97%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$21K -$643K -36,000 -97%
MSFP
187
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
FANJ
188
Financial Architects (New Jersey)
New Jersey
$21K – – –
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$19K – – –
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$19K +$4.52K +250 +31%
BAM
191
Brave Asset Management
New Jersey
$18K +$10.8K +600 +150%
SWA
192
Sutton Wealth Advisors
Florida
$16.1K +$6.09K +344 +61%
IA
193
IFP Advisors
Florida
$9K +$9K +504 New
NHFG
194
New Harbor Financial Group
Massachusetts
$8K – – –
RCG
195
Ruggie Capital Group
Florida
$8K – – –
HCM
196
Herndon Capital Management
Georgia
$5K +$5K +286 New
AIM
197
Advantage Investment Management
Iowa
$5K +$5K +310 New
ST
198
Spot Trading
Illinois
$4K -$340K -17,004 -99%
VIA
199
Vantage Investment Advisors
Pennsylvania
$4K – – –
PIA
200
Piedmont Investment Advisors
North Carolina
$3.63K +$549 +31 +18%
6 7
8
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