ArrowMark Financial
BANX
13 hedge funds and large institutions have $14.4M invested in ArrowMark Financial in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.26M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$4.57M |
| 3 |
DD
Dominick & Dominick
New York
|
+$1.32M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1M |
| 5 |
TMC
Trellus Management Company
Delray Beach,
Florida
|
+$753K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $5.14M | +$5.26M | +209,500 | New |
|
|
CIM
2
Confluence Investment Management
St. Louis,
Missouri
| $4.47M | +$4.57M | +181,879 | New |
|
|
DD
3
Dominick & Dominick
New York
| $1.29M | +$1.32M | +52,500 | New |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $982K | +$1M | +40,000 | New |
|
|
TMC
5
Trellus Management Company
Delray Beach,
Florida
| $737K | +$753K | +30,000 | New |
|
|
MVP
6
Miller Value Partners
Sarasota,
Florida
| $590K | +$602K | +24,000 | New |
|
|
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| $416K | +$425K | +16,950 | New |
|
|
ICAS
8
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $383K | +$392K | +15,600 | New |
|
9
Goldman Sachs
New York
| $219K | +$223K | +8,900 | New |
|
10
Morgan Stanley
New York
| $79K | +$80.3K | +3,200 | New |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $35K | +$35.5K | +1,413 | New |
|
|
U
12
UBS
Zurich,
Switzerland
| $33K | +$33.4K | +1,330 | New |
|
13
Barclays
London,
United Kingdom
| – | +$50 | +2 | New |
|
BANX Hedge Fund Activity: Q4 2013 in Review
13 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2013, worth a combined $14.4M.
Buyers outnumbered sellers: 13 funds opened new BANX positions and 0 closed out — a net gain of 13 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $5.26M.
- 13 institutional investors held ArrowMark Financial (BANX) as of Q4 2013, up from 0 in Q3 2013.
- Funds reported $14.4M of ArrowMark Financial stock for Q4 2013.
- 13 funds opened new ArrowMark Financial positions in Q4 2013 and 0 closed out, a net change of +13 holders.
- The largest ArrowMark Financial buyer in Q4 2013 was United Capital Financial Advisors, an estimated $5.26M added.
Based on aggregated 13F filings for Q4 2013.