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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.

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
PCM
5
Peregrine Capital Management
Minnesota
$10.5M

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$91.1M 4,065,204 +248,865 +7%
BFA
2
BlackRock Fund Advisors
California
$89.4M 3,990,896 +297,165 +8%
Ameriprise
3
Ameriprise
Minnesota
$73M 3,257,720 +1,101,978 +51%
Invesco
4
Invesco
Georgia
$54.7M 2,441,098 +276,334 +13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$53.3M 2,377,824 -965 -0%
DAM
6
Davis Asset Management
California
$40.9M 1,825,000 +155,000 +9%
PM
7
Pembroke Management
Quebec, Canada
$40.5M 1,806,936 -211,000 -10%
BIT
8
BlackRock Institutional Trust
California
$32.6M 1,457,023 -1,819 -0.1%
VOAM
9
Vertex One Asset Management
British Columbia, Canada
$27.6M 1,231,789 +135,000 +12%
State Street
10
State Street
Massachusetts
$26.7M 1,190,030 +29,632 +3%
SI
11
Shaker Investments
Ohio
$25.9M 1,155,517 +5,783 +0.5%
SOMRS
12
State of Michigan Retirement System
Michigan
$23.9M 1,065,487 -1,035,000 -49%
WC
13
Weatherbie Capital
Massachusetts
$22.7M 1,015,508 +92,283 +10%
BCM
14
Basswood Capital Management
New York
$22.4M 998,729 -293,902 -23%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$21.6M 965,225 +10,287 +1%
KCM
16
Kennedy Capital Management
Missouri
$21.6M 963,241 +712,098 +284%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$21M 938,848 +80,371 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$20.5M 915,987 +8,451 +0.9%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$19.5M 868,725 -5,804 -0.7%
EA
20
Emerald Advisers
Pennsylvania
$19M 848,605 +17,473 +2%
WA
21
Wasatch Advisors
Utah
$18.8M 840,924 +474,753 +130%
Northern Trust
22
Northern Trust
Illinois
$18.5M 824,331 -2,444 -0.3%
SCA
23
Stieven Capital Advisors
Missouri
$17.6M 784,484 +108,684 +16%
Two Sigma Investments
24
Two Sigma Investments
New York
$16.2M 723,568 +675,604 +1,409%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$14.4M 644,651 +23,984 +4%
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