We are live on ! Find out more
BANX

ArrowMark Financial
BANX

36 hedge funds and large institutions have $35.6M invested in ArrowMark Financial in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $28.1M → $35.6M (+$7.53M)

1.05% more ownership

Funds ownership: 26.9% → 27.95% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 37 → 36 (-1)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
6
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$1.43M
2
BCI
Brinker Capital Investments
Pennsylvania
+$702K
3
Osaic Holdings
Osaic Holdings
Arizona
+$596K
4
CRC
Curi RMB Capital
Illinois
+$281K
5
ACH
ArrowMark Colorado Holdings
Colorado
+$183K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$506K
2
UCFA
United Capital Financial Advisors
Texas
-$226K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$149K
4
HCM
Hilton Capital Management
New York
-$110K
5
GIM
Greenwich Investment Management
Connecticut
-$82.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$56K – – –
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$32K +$30.8K +1,700 New
APA
28
American Portfolios Advisors
New York
$25.8K +$9.55K +527 +66%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$23K -$362 -20 -2%
UBS Group
30
UBS Group
Switzerland
$19K – – –
WB
31
West Bancorporation
Iowa
$19K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$5K -$24.2K -1,335 -84%
ASN
33
Advisory Services Network
Georgia
$5K +$4.29K +237 New
RIA
34
RPG Investment Advisory
California
$4K – – –
Russell Investments Group
35
Russell Investments Group
United Kingdom
$2K – – –
FHA
36
Flagship Harbor Advisors
Massachusetts
$1K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
– -$80K -5,000 Closed
SCA
38
Stonebridge Capital Advisors
Minnesota
– -$30K -1,900 Closed
VFA
39
Valeo Financial Advisors
Indiana
– -$6K -375 Closed
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
– -$1K -75 Closed
1
2

BANX Hedge Fund Activity: Q3 2020 in Review

36 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q3 2020, worth a combined $35.6M — up 27% from $28.1M a quarter earlier.

Fund positioning in BANX was balanced in Q3 2020: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 11 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.43M. The largest seller was Stifel Financial, cutting an estimated $506K.

  • 36 institutional investors held ArrowMark Financial (BANX) as of Q3 2020, down from 37 in Q2 2020.
  • Funds reported $35.6M of ArrowMark Financial stock for Q3 2020, up 27% quarter-over-quarter.
  • 5 funds opened new ArrowMark Financial positions in Q3 2020 and 5 closed out, a net change of 0 holders.
  • The largest ArrowMark Financial buyer in Q3 2020 was Punch & Associates Investment Management, an estimated $1.43M added.
  • The largest ArrowMark Financial seller in Q3 2020 was Stifel Financial, an estimated $506K sold.

Based on aggregated 13F filings for Q3 2020.