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

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$11.5M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$11.2M
4
BCM
4
Basswood Capital Management
New York
$19.2M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
201
MSI Financial Services
Massachusetts
$132K +$84.4K +2,956 +177%
Victory Capital Management
202
Victory Capital Management
Texas
$128K +$1.09K +38 +0.9%
US Bancorp
203
US Bancorp
Minnesota
$115K -$2.55K -89 -2%
PIA
204
Piedmont Investment Advisors
North Carolina
$109K -$181K -6,356 -62%
EARNEST Partners
205
EARNEST Partners
Georgia
$103K – – –
DADC
206
D.A. Davidson & Co
Montana
$98K -$2.83K -100 -3%
QT
207
Quantbot Technologies
New York
$91K +$91K +3,211 New
RCM
208
Riverhead Capital Management
Delaware
$83K – – –
TRCT
209
Tower Research Capital (TRC)
New York
$75K +$75K +2,628 New
LIA
210
LS Investment Advisors
Michigan
$60K – – –
NFG
211
Next Financial Group
Texas
$56K -$5.73K -200 -9%
CG
212
Cutler Group
California
$51K -$150K -5,295 -75%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$41K – – –
IA
214
IFP Advisors
Florida
$38K +$21.3K +750 +127%
FANJ
215
Financial Architects (New Jersey)
New Jersey
$34K – – –
MSFP
216
Mark Sheptoff Financial Planning
Connecticut
$34K – – –
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$32K +$4.37K +186 +16%
SWA
218
Sutton Wealth Advisors
Florida
$26K – – –
YWP
219
YorkBridge Wealth Partners
New York
$12K +$12K +500 New
BTIS
220
BB&T Investment Services
North Carolina
$9K +$9K +300 New
HCM
221
Herndon Capital Management
Georgia
$8K – – –
WC
222
Whitnell & Co
Illinois
$8K +$8K +278 New
VIA
223
Vantage Investment Advisors
Pennsylvania
$6K – – –
AIM
224
Advantage Investment Management
Iowa
$3K -$4.8K -160 -62%
TWA
225
TCI Wealth Advisors
Arizona
$3K – – –
7 8
9
10 11