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BANX

ArrowMark Financial
BANX

18 hedge funds and large institutions have $27.3M 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.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $21.3M → $27.3M (+$6.07M)

5% less funds holding

Funds holding: 19 → 18 (-1)

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$4.08M
2
FAM
Fenimore Asset Management
New York
+$2.77M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$2M
4
OA
Oxbow Advisors
Texas
+$1.49M
5
UCFA
United Capital Financial Advisors
Texas
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
MVP
Miller Value Partners
Florida
-$674K
2
Goldman Sachs
Goldman Sachs
New York
-$224K
3
TRCT
Tower Research Capital (TRC)
New York
-$10K
4
Wells Fargo
Wells Fargo
California
-$89

BANX Hedge Fund Activity: Q4 2014 in Review

18 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2014, worth a combined $27.3M — up 29% 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 $27.3M of ArrowMark Financial stock for Q4 2014, up 29% 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.