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Axos Financial
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Overview Fund Activity

229 hedge funds and large institutions have $1.62B invested in Axos Financial in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
5.73%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.3%
New
42
Increased
76
Reduced
79
Closed
28
Calls
$26.1M
Puts
$35.5M
Net Calls
-$9.39M
Net Calls Change
-$6.49M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$129M
2
EA
Emerald Advisers
Pennsylvania
$38.3M
3
Morgan Stanley
Morgan Stanley
New York
$18.8M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.8M
5
Invesco
Invesco
Georgia
$76.6M

Top Sellers

1
WA
Wasatch Advisors
Utah
$11.5M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$11.2M
4
BCM
Basswood Capital Management
New York
$19.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
176
Advisors Asset Management
Colorado
$338K -$78.1K -2,739 -19%
JPMPWA
177
J.P. Morgan Private Wealth Advisors
California
$332K -$83.7K -2,929 -20%
PA
178
Profund Advisors
Maryland
$319K +$319K +11,171 New
ProShare Advisors
179
ProShare Advisors
Maryland
$312K +$312K +10,915 New
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$304K +$304K +10,636 New
ACI
181
Alpha Cubed Investments
California
$300K – – –
HSBC Holdings
182
HSBC Holdings
United Kingdom
$295K +$295K +10,332 New
WCM
183
Windward Capital Management
California
$274K -$1.66K -58 -0.6%
1GA
184
1st Global Advisors
Texas
$267K -$63.8K -2,232 -19%
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$264K +$170K +5,953 +181%
AG
186
Aperio Group
California
$257K +$171 +6 +0.1%
QI
187
Quotient Investors
New York
$248K -$8.55K -300 -3%
GS
188
GAM Systematic
United Kingdom
$238K +$238K +8,327 New
JIP
189
Jaffetilchin Investment Partners
Florida
$237K +$237K +8,300 New
AB
190
Amalgamated Bank
New York
$226K +$226K +7,927 New
O
191
OppenheimerFunds
New York
$221K +$221K +7,751 New
CSS
192
Cubist Systematic Strategies
Connecticut
$219K +$219K +7,678 New
KJHP
193
K.J. Harrison & Partners
Ontario, Canada
$214K +$214K +7,500 New
LTFS
194
Ladenburg Thalmann Financial Services
Florida
$189K +$29.6K +1,041 +19%
BlackRock
195
BlackRock
New York
$184K -$76K -2,662 -29%
EWM
196
Endurance Wealth Management
Rhode Island
$180K +$11.6K +404 +7%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$177K +$177K +6,230 New
AIM
198
Acrospire Investment Management
Illinois
$174K -$95.5K -3,355 -35%
SG Americas Securities
199
SG Americas Securities
New York
$150K -$303K -10,583 -67%
HR
200
Howe & Rusling
New York
$143K -$4.29K -150 -3%
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