BANX

ArrowMark Financial
BANX

Overview Fund Activity

40 hedge funds and large institutions have $28.6M invested in ArrowMark Financial in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
13
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
+$1.66M
2
Stifel Financial
Stifel Financial
Missouri
+$713K
3
Truist Financial
Truist Financial
North Carolina
+$484K
4
GIM
Greenwich Investment Management
Connecticut
+$317K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$262K

Top Sellers

1
OA
Oxbow Advisors
Texas
-$3.49M
2
UCFA
United Capital Financial Advisors
Texas
-$849K
3
OAM
Oxford Asset Management
United Kingdom
-$263K
4
CWM
Concentric Wealth Management
California
-$253K
5
Man Group
Man Group
United Kingdom
-$225K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$46K – – –
NFG
27
Next Financial Group
Texas
$34K +$34K +2,069 New
SCA
28
Stonebridge Capital Advisors
Minnesota
$31K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$27K -$96.8K -6,005 -78%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.6K +$19.6K +1,202 New
UBS Group
31
UBS Group
Switzerland
$19K +$2.66K +163 +16%
WB
32
West Bancorporation
Iowa
$16K – – –
GI
33
Gradient Investments
Minnesota
$16K +$8.48K +530 +113%
CTC
34
Central Trust Company
Missouri
$13K +$13K +800 New
APA
35
American Portfolios Advisors
New York
$9.11K +$8.65K +533 +1,904%
VFA
36
Valeo Financial Advisors
Indiana
$6K – – –
FA
37
Fortis Advisors
Pennsylvania
$3K – – –
FHA
38
Flagship Harbor Advisors
Massachusetts
$2K – – –
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2K – – –
OAM
40
Oxford Asset Management
United Kingdom
– -$263K -11,741 Closed
CWM
41
Concentric Wealth Management
California
– -$253K -11,350 Closed
Man Group
42
Man Group
United Kingdom
– -$225K -10,017 Closed
Baird Financial Group
43
Baird Financial Group
Wisconsin
– -$216K -9,701 Closed
PAG
44
Private Advisor Group
New Jersey
– -$215K -9,625 Closed
Marshall Wace
45
Marshall Wace
United Kingdom
– -$73K -3,236 Closed
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
– -$6K -250 Closed
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