ArrowMark Financial
BANX
32 hedge funds and large institutions have $42.9M invested in ArrowMark Financial in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $37.3M → $42.9M (+$5.57M)
7% more funds holding
Funds holding: 30 → 32 (+2)
1.96% more ownership
Funds ownership: 25.77% → 27.73% (+2%)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.96M |
| 2 |
BA
Bard Associates
Chicago,
Illinois
|
+$109K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$60.2K |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
+$59.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$40K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.82M |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$393K |
| 3 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
-$75.1K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$74.7K |
| 5 |
CCA
Cadent Capital Advisors
Tulsa,
Oklahoma
|
-$54.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| $40K | +$40K | +1,811 | New |
|
27
Rockefeller Capital Management
New York
| $37K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $35K | – | – | – |
|
|
WB
29
West Bancorporation
West Des Moines,
Iowa
| $22K | +$22.1K | +1,000 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | -$6.63K | -300 | -25% |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $19K | +$18.6K | +844 | New |
|
|
SIS
32
Sound Income Strategies
Ft Lauderdale,
Florida
| $10K | -$9.74K | -441 | -49% |
|
|
LWA
33
Lineweaver Wealth Advisors
Valley View,
Ohio
| – | -$393K | -17,862 | Closed |
|
|
AWA
34
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$27K | -1,250 | Closed |
|
|
RIA
35
RPG Investment Advisory
Pleasanton,
California
| – | -$4K | -200 | Closed |
|
BANX Hedge Fund Activity: Q4 2021 in Review
32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2021, worth a combined $42.9M — up 15% from $37.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BANX positions and 4 closed out — a net gain of 2 holders — while 4 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $1.96M. The largest seller was Punch & Associates Investment Management, cutting an estimated $1.82M.
- 32 institutional investors held ArrowMark Financial (BANX) as of Q4 2021, up from 30 in Q3 2021.
- Funds reported $42.9M of ArrowMark Financial stock for Q4 2021, up 15% quarter-over-quarter.
- 6 funds opened new ArrowMark Financial positions in Q4 2021 and 4 closed out, a net change of +2 holders.
- The largest ArrowMark Financial buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $1.96M added.
- The largest ArrowMark Financial seller in Q4 2021 was Punch & Associates Investment Management, an estimated $1.82M sold.
Based on aggregated 13F filings for Q4 2021.