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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.

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
Russell Investments Group
4
Russell Investments Group
United Kingdom
$9.59M
5
EMFAT
5
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.8M

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 Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$129M 4,523,996 +533,100 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$118M 4,137,727 +72,523 +2%
Ameriprise
3
Ameriprise
Minnesota
$92.6M 3,242,301 -15,419 -0.5%
Invesco
4
Invesco
Georgia
$76.6M 2,683,161 +242,063 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$68M 2,380,315 +2,491 +0.1%
DAM
6
Davis Asset Management
California
$53.5M 1,875,000 +50,000 +3%
PM
7
Pembroke Management
Quebec, Canada
$46.6M 1,632,936 -174,000 -10%
BIT
8
BlackRock Institutional Trust
California
$42.3M 1,481,286 +24,263 +2%
EA
9
Emerald Advisers
Pennsylvania
$38.3M 1,343,036 +494,431 +58%
VOAM
10
Vertex One Asset Management
British Columbia, Canada
$36.7M 1,287,090 +55,301 +4%
State Street
11
State Street
Massachusetts
$36.4M 1,274,224 +84,194 +7%
EMFAT
12
Emerald Mutual Fund Advisers Trust
Pennsylvania
$35.8M 1,252,908 +314,060 +33%
WC
13
Weatherbie Capital
Massachusetts
$34.5M 1,209,512 +194,004 +19%
SI
14
Shaker Investments
Ohio
$32.4M 1,134,197 -21,320 -2%
SOMRS
15
State of Michigan Retirement System
Michigan
$30.3M 1,061,487 -4,000 -0.4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$26.9M 940,706 +24,719 +3%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$25.3M 884,899 -80,326 -8%
KCM
18
Kennedy Capital Management
Missouri
$23.6M 826,374 -136,867 -14%
Northern Trust
19
Northern Trust
Illinois
$22.7M 796,130 -28,201 -3%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$20.4M 715,693 -153,032 -18%
SCA
21
Stieven Capital Advisors
Missouri
$20.3M 710,402 -74,082 -9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$20.2M 708,440 +63,789 +10%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$19.6M 686,398 +127,428 +23%
BCM
24
Basswood Capital Management
New York
$19.2M 674,091 -324,638 -33%
Morgan Stanley
25
Morgan Stanley
New York
$18.8M 659,182 +349,500 +113%
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