ArrowMark Financial
BANX
31 hedge funds and large institutions have $19.9M invested in ArrowMark Financial in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
15% more funds holding
Funds holding: 27 → 31 (+4)
4% more capital invested
Capital invested by funds: $19.1M → $19.9M (+$798K)
0.37% more ownership
Funds ownership: 12.93% → 13.31% (+0.37%)
19% less call options, than puts
Call options by funds: $165K | Put options by funds: $203K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
+$881K |
| 2 |
PSP
Principal Street Partners
Memphis,
Tennessee
|
+$257K |
| 3 |
Millennium Management
New York
|
+$218K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$138K |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.18M |
| 2 |
Morgan Stanley
New York
|
-$152K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$103K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$54K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$27.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WSFS
26
Wilmington Savings Fund Society
Wilmington,
Delaware
| $10.5K | – | – | – |
|
|
SIS
27
Sound Income Strategies
Ft Lauderdale,
Florida
| $9.42K | -$21 | -1 | -0.2% |
|
|
AF
28
Allworth Financial
Folsom,
California
| $4.25K | – | – | – |
|
|
SS
29
SBI Securities
Tokyo,
Japan
| $2.22K | +$2.19K | +106 | New |
|
30
Wells Fargo
San Francisco,
California
| $898 | -$19.7K | -957 | -96% |
|
|
FFA
31
Farther Finance Advisors
San Francisco,
California
| $21 | +$21 | +1 | New |
|
|
BPA
32
Beacon Pointe Advisors
Newport Beach,
California
| – | -$1.18M | -57,006 | Closed |
|
|
33
UBS Group
Zurich,
Switzerland
| – | -$27.8K | -1,345 | Closed |
|
|
RI
34
Ridgewood Investments
Springfield,
New Jersey
| – | -$16.6K | -800 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$2.71K | -130 | Closed |
|
BANX Hedge Fund Activity: Q4 2024 in Review
31 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2024, worth a combined $19.9M — up 4.2% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BANX positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Round Rock Advisors, opening a new position worth an estimated $881K. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $1.18M sold.
- 31 institutional investors held ArrowMark Financial (BANX) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $19.9M of ArrowMark Financial stock for Q4 2024, up 4.2% quarter-over-quarter.
- 9 funds opened new ArrowMark Financial positions in Q4 2024 and 4 closed out, a net change of +5 holders.
- The largest ArrowMark Financial buyer in Q4 2024 was Round Rock Advisors, an estimated $881K added.
- The largest ArrowMark Financial seller in Q4 2024 was Beacon Pointe Advisors, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2024.