BANX

ArrowMark Financial
BANX

Overview Fund Activity

44 hedge funds and large institutions have $39.2M invested in ArrowMark Financial in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and closing their positions.

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
13
Reduced
14
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$597K
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$658K
3
HCM
3
Hilton Capital Management
New York
$5.17M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.91M
5
OAM
5
Oxford Asset Management
United Kingdom
$263K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$6.32M
2
OA
2
Oxbow Advisors
Texas
$5.74M
3
GIM
3
Greenwich Investment Management
Connecticut
$3.57M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.85M
5
UCFA
5
United Capital Financial Advisors
Texas
$3.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$179K 8,021 +784 +11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$171K 7,680 -3,563 -32%
BAM
28
Belpointe Asset Management
Nevada
$163K 7,349 -823 -10%
AG
29
Advisor Group
Arizona
$150K 6,698 +229 +4%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$130K 5,850 – –
Marshall Wace
31
Marshall Wace
United Kingdom
$73K 3,236 +3,236 New
Bank of America
32
Bank of America
North Carolina
$63K 2,850 -1,000 -26%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$56K 2,505 +2,305 +1,153%
SCA
34
Stonebridge Capital Advisors
Minnesota
$42K 1,900 – –
UBS Group
35
UBS Group
Switzerland
$22K 1,000 -500 -33%
WB
36
West Bancorporation
Iowa
$22K 1,000 +1,000 New
GI
37
Gradient Investments
Minnesota
$10K 470 +470 New
VFA
38
Valeo Financial Advisors
Indiana
$8K 375 – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$6K 250 – –
TRCT
40
Tower Research Capital (TRC)
New York
$5K 237 +81 +52%
FA
41
Fortis Advisors
Pennsylvania
$4K 160 +160 New
Russell Investments Group
42
Russell Investments Group
United Kingdom
$3K 140 +140 New
FHA
43
Flagship Harbor Advisors
Massachusetts
$2K 100 – –
APA
44
American Portfolios Advisors
New York
$624 28 -36 -56%
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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