BANX

ArrowMark Financial
BANX

Overview Fund Activity

32 hedge funds and large institutions have $29.3M invested in ArrowMark Financial in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.13M
2
RJA
2
Raymond James & Associates
Florida
$686K
3
OA
3
Oxbow Advisors
Texas
$498K
4
LWA
4
Lineweaver Wealth Advisors
Ohio
$369K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$315K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$11.3M
2
HCM
2
Hilton Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$277K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$263K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$37K 1,700 – –
Wells Fargo
27
Wells Fargo
California
$35K 1,589 +1 +0.1%
AWA
28
Arkadios Wealth Advisors
Georgia
$27K 1,250 +1,250 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$26K 1,181 – –
SIS
30
Sound Income Strategies
Florida
$20K 891 +891 New
ASN
31
Advisory Services Network
Georgia
$5K 237 +237 New
RIA
32
RPG Investment Advisory
California
$4K 200 – –
HCM
33
Hilton Capital Management
New York
– – -52,255 Closed
BRWA
34
B. Riley Wealth Advisors
Florida
– – -10,340 Closed
IC
35
IEQ Capital
California
– – -10,300 Closed
BEI
36
Benjamin Edwards Inc
Missouri
– – -6,659 Closed
UBS Group
37
UBS Group
Switzerland
– – -2,493 Closed
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
– – -1,433 Closed
TRCT
39
Tower Research Capital (TRC)
New York
– – -361 Closed
FCA
40
FinTrust Capital Advisors
South Carolina
– – -167 Closed
CFGS
41
Concourse Financial Group Securities
Alabama
– – – –
1
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