We are live on ! Find out more
BANX

ArrowMark Financial

28 hedge funds and large institutions have $43.5M invested in ArrowMark Financial in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

35.67% more ownership

Funds ownership: 0%35.67% (+36%)

22% more funds holding

Funds holding: 2328 (+5)

14% more capital invested

Capital invested by funds: $38.2M → $43.5M (+$5.22M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
10
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$11.3M +$121K +6,564 +1%
FAM
2
Fenimore Asset Management
New York
$4.61M -$353K -19,101 -7%
UCFA
3
United Capital Financial Advisors
Texas
$4.08M -$6.46K -350 -0.2%
OA
4
Oxbow Advisors
Texas
$3.6M -$2.7K -146 -0.1%
IP
5
Ironsides Partners
Massachusetts
$3.47M +$3.43M +185,668 New
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$3.2M -$10.6K -572 -0.3%
NRCM
7
Northern Right Capital Management
Connecticut
$2.09M
GIM
8
Greenwich Investment Management
Connecticut
$1.97M +$724K +39,191 +59%
MI
9
M3F Inc
Utah
$1.9M +$27.4K +1,486 +1%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.23M
BTS
11
BB&T Securities
Virginia
$1.05M
Stifel Financial
12
Stifel Financial
Missouri
$956K +$197K +10,659 +26%
TMC
13
Trellus Management Company
Florida
$725K
OC
14
Oppenheimer & Co
New York
$585K +$92K +4,978 +19%
Creative Planning
15
Creative Planning
Kansas
$513K +$507K +27,424 New
VHAM
16
Van Hulzen Asset Management
California
$404K +$122K +6,600 +44%
CHAM
17
Clear Harbor Asset Management
Connecticut
$304K
Baird Financial Group
18
Baird Financial Group
Wisconsin
$274K -$33.2K -1,799 -11%
Morgan Stanley
19
Morgan Stanley
New York
$248K +$75.7K +4,100 +45%
Northern Trust
20
Northern Trust
Illinois
$212K +$4.62K +250 +2%
Brown Advisory
21
Brown Advisory
Maryland
$197K +$195K +10,560 New
Goldman Sachs
22
Goldman Sachs
New York
$194K +$191K +10,364 New
Wells Fargo
23
Wells Fargo
California
$119K -$37 -2 -0%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$118K +$12.9K +700 +12%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$51K +$50.6K +2,737 New

BANX Hedge Fund Activity: Q4 2016 in Review

28 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2016, worth a combined $43.5M — up 14% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BANX positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Greenwich Investment Management, adding an estimated $724K. The largest seller was Fenimore Asset Management, cutting an estimated $353K.

  • 28 institutional investors held ArrowMark Financial (BANX) as of Q4 2016, up from 23 in Q3 2016.
  • Funds reported $43.5M of ArrowMark Financial stock for Q4 2016, up 14% quarter-over-quarter.
  • 6 funds opened new ArrowMark Financial positions in Q4 2016 and 1 closed out, a net change of +5 holders.
  • The largest ArrowMark Financial buyer in Q4 2016 was Greenwich Investment Management, an estimated $724K added.
  • The largest ArrowMark Financial seller in Q4 2016 was Fenimore Asset Management, an estimated $353K sold.

Based on aggregated 13F filings for Q4 2016.