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BANX

ArrowMark Financial
BANX

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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $26.3M → $29.3M (+$3.02M)

7% more funds holding

Funds holding: 30 → 32 (+2)

0.02% more ownership

Funds ownership: 20.24% → 20.27% (+0.02%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

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

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.37M
2
RJA
Raymond James & Associates
Florida
+$654K
3
OA
Oxbow Advisors
Texas
+$475K
4
LWA
Lineweaver Wealth Advisors
Ohio
+$352K
5
Marshall Wace
Marshall Wace
United Kingdom
+$301K

Top Sellers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
-$1.24M
2
HCM
Hilton Capital Management
New York
-$1.03M
3
Truist Financial
Truist Financial
North Carolina
-$789K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$266K
5
BRWA
B. Riley Wealth Advisors
Florida
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$37K – – –
Wells Fargo
27
Wells Fargo
California
$35K +$21 +1 +0.1%
AWA
28
Arkadios Wealth Advisors
Georgia
$27K +$26.2K +1,250 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$26K – – –
SIS
30
Sound Income Strategies
Florida
$20K +$18.7K +891 New
ASN
31
Advisory Services Network
Georgia
$5K +$4.97K +237 New
RIA
32
RPG Investment Advisory
California
$4K – – –
HCM
33
Hilton Capital Management
New York
– -$1.03M -52,255 Closed
BRWA
34
B. Riley Wealth Advisors
Florida
– -$205K -10,340 Closed
IC
35
IEQ Capital
California
– -$204K -10,300 Closed
BEI
36
Benjamin Edwards Inc
Missouri
– -$132K -6,659 Closed
UBS Group
37
UBS Group
Switzerland
– -$49K -2,493 Closed
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
– -$28K -1,433 Closed
TRCT
39
Tower Research Capital (TRC)
New York
– -$7K -361 Closed
FCA
40
FinTrust Capital Advisors
South Carolina
– -$3K -167 Closed
1
2

BANX Hedge Fund Activity: Q2 2021 in Review

32 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q2 2021, worth a combined $29.3M — up 11% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BANX positions and 8 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.37M. The largest seller was Punch & Associates Investment Management, cutting an estimated $1.24M.

  • 32 institutional investors held ArrowMark Financial (BANX) as of Q2 2021, up from 30 in Q1 2021.
  • Funds reported $29.3M of ArrowMark Financial stock for Q2 2021, up 11% quarter-over-quarter.
  • 10 funds opened new ArrowMark Financial positions in Q2 2021 and 8 closed out, a net change of +2 holders.
  • The largest ArrowMark Financial buyer in Q2 2021 was Osaic Holdings, an estimated $1.37M added.
  • The largest ArrowMark Financial seller in Q2 2021 was Punch & Associates Investment Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2021.