ArrowMark Financial
BANX
18 hedge funds and large institutions have $32.9M invested in ArrowMark Financial in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 3 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
55% more capital invested
Capital invested by funds: $21.3M → $32.9M (+$11.7M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% less funds holding
Funds holding: 19 → 18 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$4.08M |
| 2 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
+$2.77M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2M |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
+$1.49M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$674K |
| 2 |
Goldman Sachs
New York
|
-$224K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$10K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$89 |
BANX Hedge Fund Activity: Q4 2014 in Review
18 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2014, worth a combined $32.9M — up 55% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BANX positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 1 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $4.08M. The largest seller was Miller Value Partners, exiting entirely with an estimated $674K sold.
- 18 institutional investors held ArrowMark Financial (BANX) as of Q4 2014, down from 19 in Q3 2014.
- Funds reported $32.9M of ArrowMark Financial stock for Q4 2014, up 55% quarter-over-quarter.
- 4 funds opened new ArrowMark Financial positions in Q4 2014 and 3 closed out, a net change of +1 holder.
- The largest ArrowMark Financial buyer in Q4 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $4.08M added.
- The largest ArrowMark Financial seller in Q4 2014 was Miller Value Partners, an estimated $674K sold.
Based on aggregated 13F filings for Q4 2014.