ArrowMark Financial
BANX
26 hedge funds and large institutions have $32.8M invested in ArrowMark Financial in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.
1% more capital invested
Capital invested by funds: $32.6M → $32.8M (+$208K)
0% more funds holding
Funds holding: 26 → 26 (0)
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: 4 | Existing positions closed: 4
1.1% less ownership
Funds ownership: 27.44% → 26.35% (-1.1%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.07M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$493K |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$238K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$106K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$41.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
-$1.07M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$470K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$371K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$366K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$302K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $13 | -$40.3K | -2,387 | -100% |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$366K | -21,887 | Closed |
|
28
Millennium Management
New York
| – | -$255K | -15,222 | Closed |
|
|
OC
29
Oppenheimer & Co
New York
| – | -$197K | -11,809 | Closed |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$25K | -1,500 | Closed |
|
BANX Hedge Fund Activity: Q3 2023 in Review
26 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q3 2023, worth a combined $32.8M — up 0.64% from $32.6M a quarter earlier.
Fund positioning in BANX was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 8 trimmed.
The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $1.07M. The largest seller was Oxbow Advisors, cutting an estimated $1.07M.
- 26 institutional investors held ArrowMark Financial (BANX) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $32.8M of ArrowMark Financial stock for Q3 2023, up 0.64% quarter-over-quarter.
- 4 funds opened new ArrowMark Financial positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest ArrowMark Financial buyer in Q3 2023 was Beacon Pointe Advisors, an estimated $1.07M added.
- The largest ArrowMark Financial seller in Q3 2023 was Oxbow Advisors, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2023.