ArrowMark Financial
BANX
31 hedge funds and large institutions have $31.6M invested in ArrowMark Financial in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0.34% more ownership
Funds ownership: 25.74% → 26.08% (+0.34%)
0% more capital invested
Capital invested by funds: $31.5M → $31.6M (+$7.03K)
0% more funds holding
Funds holding: 31 → 31 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
+$1.53M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$587K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$287K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$203K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.45M |
| 2 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$171K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$157K |
| 4 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$74K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$32.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| $28K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $27.1K | -$17 | -1 | -0.1% |
|
|
PFA
28
Pathway Financial Advisers
Auburn,
Indiana
| $12.8K | +$12.9K | +750 | New |
|
|
SIS
29
Sound Income Strategies
Ft Lauderdale,
Florida
| $7.67K | – | – | – |
|
|
AF
30
Allworth Financial
Folsom,
California
| $3.41K | – | – | – |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $2K | -$413 | -24 | -15% |
|
|
NFSG
32
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$74K | -4,300 | Closed |
|
|
WB
33
West Bancorporation
West Des Moines,
Iowa
| – | -$17K | -1,000 | Closed |
|
BANX Hedge Fund Activity: Q4 2022 in Review
31 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2022, worth a combined $31.6M — up 0.02% from $31.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BANX positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Oxbow Advisors, adding an estimated $1.53M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.45M.
- 31 institutional investors held ArrowMark Financial (BANX) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $31.6M of ArrowMark Financial stock for Q4 2022, up 0.02% quarter-over-quarter.
- 4 funds opened new ArrowMark Financial positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest ArrowMark Financial buyer in Q4 2022 was Oxbow Advisors, an estimated $1.53M added.
- The largest ArrowMark Financial seller in Q4 2022 was Punch & Associates Investment Management, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2022.