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Axos Financial
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Overview Fund Activity

218 hedge funds and large institutions have $1.26B invested in Axos Financial in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
5.83%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
32
Increased
84
Reduced
75
Closed
19
Calls
$16.3M
Puts
$19.2M
Net Calls
-$2.9M
Net Calls Change
+$7.56M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$73M
2
KCM
Kennedy Capital Management
Missouri
$21.6M
3
Two Sigma Investments
Two Sigma Investments
New York
$16.2M
4
WA
Wasatch Advisors
Utah
$18.8M
5
LCP
Lombardia Capital Partners
California
$9.68M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$100K
2
TCM
TimesSquare Capital Management
New York
$0
3
SOMRS
State of Michigan Retirement System
Michigan
$23.9M
4
AC
Ascend Capital
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
176
BlackRock
New York
$204K +$22.9K +1,021 +13%
SB
177
Suntrust Banks
Georgia
$203K -$64.8K -2,900 -24%
QI
178
Quotient Investors
New York
$202K +$202K +9,000 New
AG
179
Aperio Group
California
$201K +$201K +8,989 New
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$191K -$212K -9,477 -53%
VHAM
181
Van Hulzen Asset Management
California
$175K +$175K +7,815 New
PI
182
PineBridge Investments
New York
$164K +$963 +43 +0.6%
CG
183
Cutler Group
California
$158K -$399K -17,933 -72%
MLM
184
Mount Lucas Management
Pennsylvania
$157K -$4.42K -198 -3%
EWM
185
Endurance Wealth Management
Rhode Island
$136K -$32.4K -1,400 -19%
OAM
186
Orinda Asset Management
California
$129K +$129K +5,751 New
Walleye Trading
187
Walleye Trading
New York
$128K +$68.4K +3,051 +115%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$126K +$102K +4,557 +434%
HR
189
Howe & Rusling
New York
$115K +$11.6K +520 +11%
Victory Capital Management
190
Victory Capital Management
Texas
$100K -$72M -3,201,522 -100%
SEI Investments
191
SEI Investments
Pennsylvania
$96K +$5.34K +237 +6%
US Bancorp
192
US Bancorp
Minnesota
$92K +$2.28K +102 +3%
EARNEST Partners
193
EARNEST Partners
Georgia
$81K – – –
DADC
194
D.A. Davidson & Co
Montana
$79K -$233K -10,516 -75%
Envestnet Asset Management
195
Envestnet Asset Management
Illinois
$74K -$206K -9,180 -74%
BAM
196
Brave Asset Management
New Jersey
$67K +$44.7K +2,000 +200%
RCM
197
Riverhead Capital Management
Delaware
$65K -$227K -10,124 -78%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$54K -$48.1K -2,131 -47%
NFG
199
Next Financial Group
Texas
$48K +$44.5K +2,000 +1,282%
LIA
200
LS Investment Advisors
Michigan
$47K +$2.09K +93 +5%
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