ArrowMark Financial
BANX
18 hedge funds and large institutions have $28.9M invested in ArrowMark Financial in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
13% more funds holding
Funds holding: 16 → 18 (+2)
3% more capital invested
Capital invested by funds: $28.2M → $28.9M (+$712K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$3.4M |
| 2 |
FAM
Fenimore Asset Management
Cobleskill,
New York
|
+$555K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$157K |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
+$125K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$58.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.7M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$515K |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$313K |
| 4 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$45.4K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$34.9K |
BANX Hedge Fund Activity: Q2 2015 in Review
18 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q2 2015, worth a combined $28.9M — up 2.5% from $28.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BANX positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $3.4M. The largest seller was Confluence Investment Management, cutting an estimated $1.7M.
- 18 institutional investors held ArrowMark Financial (BANX) as of Q2 2015, up from 16 in Q1 2015.
- Funds reported $28.9M of ArrowMark Financial stock for Q2 2015, up 2.5% quarter-over-quarter.
- 3 funds opened new ArrowMark Financial positions in Q2 2015 and 1 closed out, a net change of +2 holders.
- The largest ArrowMark Financial buyer in Q2 2015 was Punch & Associates Investment Management, an estimated $3.4M added.
- The largest ArrowMark Financial seller in Q2 2015 was Confluence Investment Management, an estimated $1.7M sold.
Based on aggregated 13F filings for Q2 2015.