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Axos Financial
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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 %
NHFG
201
New Harbor Financial Group
Massachusetts
$10K +$10K +500 New
BAM
202
Brave Asset Management
New Jersey
$9K – – –
VIA
203
Vantage Investment Advisors
Pennsylvania
$5K – – –
PIA
204
Piedmont Investment Advisors
North Carolina
$3.71K +$555 +26 +18%
NFG
205
Next Financial Group
Texas
$3K – – –
Bessemer Group
206
Bessemer Group
New Jersey
$3K +$3K +152 New
WAS
207
WESPAC Advisors SoCal
California
$2.13K +$2.13K +100 New
FNBT
208
FineMark National Bank & Trust
Florida
$2K -$9.54K -458 -83%
TRCT
209
Tower Research Capital (TRC)
New York
$1K +$1K +27 New
EWM
210
Endurance Wealth Management
Rhode Island
$117 -$10 -472 -8%
Citadel Advisors
211
Citadel Advisors
Florida
– -$20.7M -985,653 Closed
OAM
212
Oberweis Asset Management
Illinois
– -$5.63M -267,352 Closed
Arrowstreet Capital
213
Arrowstreet Capital
Massachusetts
– -$5.02M -238,280 Closed
Wellington Management Group
214
Wellington Management Group
Massachusetts
– -$4.46M -212,042 Closed
ZC
215
Zelman Capital
Ohio
– -$4.41M -209,300 Closed
VCM
216
Venator Capital Management
Ontario, Canada
– -$4.15M -196,934 Closed
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$3.87M -183,600 Closed
NAP
218
New Amsterdam Partners
New York
– -$2.88M -137,020 Closed
AC
219
Ascend Capital
California
– -$2.52M -119,575 Closed
CA
220
Continental Advisors
Utah
– -$1.26M -60,000 Closed
AL
221
Airain Ltd
Guernsey
– -$1.04M -49,531 Closed
AC
222
Alpenglow Capital
California
– -$1M -47,500 Closed
JAM
223
Jupiter Asset Management
United Kingdom
– -$905K -43,000 Closed
AI
224
Analytic Investors
California
– -$809K -38,442 Closed
Squarepoint
225
Squarepoint
New York
– -$769K -36,521 Closed
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