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

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$100K
2
TCM
2
TimesSquare Capital Management
New York
$0
3
SOMRS
3
State of Michigan Retirement System
Michigan
$23.9M
4
AC
4
Ascend Capital
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
201
MSI Financial Services
Massachusetts
$37K -$6.42K -289 -15%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$32K +$7.44K +331 +30%
Federated Hermes
203
Federated Hermes
Pennsylvania
$28K -$2.29K -101 -8%
FANJ
204
Financial Architects (New Jersey)
New Jersey
$27K – – –
MSFP
205
Mark Sheptoff Financial Planning
Connecticut
$27K – – –
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$26K – – –
SWA
207
Sutton Wealth Advisors
Florida
$20.4K – – –
IA
208
IFP Advisors
Florida
$13K +$1.91K +87 +17%
Loomis, Sayles & Company
209
Loomis, Sayles & Company
Massachusetts
$8K +$8K +356 New
AIM
210
Advantage Investment Management
Iowa
$6K -$1.15K -50 -16%
HCM
211
Herndon Capital Management
Georgia
$6K – – –
VIA
212
Vantage Investment Advisors
Pennsylvania
$5K – – –
TCIM
213
TIAA CREF Investment Management
New York
$4.54K +$378 +16,873 +9%
FNBT
214
FineMark National Bank & Trust
Florida
$2K -$765 -26 -28%
TWA
215
TCI Wealth Advisors
Arizona
$2K – – –
VOYA Investment Management
216
VOYA Investment Management
Georgia
$1.45K – – –
FHA
217
First Horizon Advisors
Tennessee
$1K – – –
QCG
218
Quadrant Capital Group
Ohio
$1K +$1K +64 New
TCM
219
TimesSquare Capital Management
New York
– -$46.5M -2,625,095 Closed
AC
220
Ascend Capital
California
– -$19.8M -1,119,446 Closed
Citadel Advisors
221
Citadel Advisors
Florida
– -$6.18M -348,915 Closed
Renaissance Technologies
222
Renaissance Technologies
New York
– -$5.3M -299,000 Closed
MCM
223
McKinley Capital Management
Alaska
– -$4.26M -240,624 Closed
OAM
224
Oxford Asset Management
United Kingdom
– -$3.56M -200,977 Closed
JIM
225
Jupiter Investment Management
United Kingdom
– -$2.83M -159,641 Closed
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