ArrowMark Financial
BANX
37 hedge funds and large institutions have $40.5M invested in ArrowMark Financial in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 0 closing their positions.
12% more funds holding
Funds holding: 33 → 37 (+4)
6% more capital invested
Capital invested by funds: $38.3M → $40.5M (+$2.14M)
1.04% more ownership
Funds ownership: 26.81% → 27.84% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$1.72M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$380K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$210K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$210K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$779K |
| 2 |
Man Group
London,
United Kingdom
|
-$570K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$131K |
| 4 |
JP Morgan Chase
New York
|
-$92.5K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$43.3K |
BANX Hedge Fund Activity: Q3 2019 in Review
37 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q3 2019, worth a combined $40.5M — up 5.6% from $38.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BANX positions and 0 closed out — a net gain of 4 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Hilton Capital Management, adding an estimated $1.72M. The largest seller was Punch & Associates Investment Management, cutting an estimated $779K.
- 37 institutional investors held ArrowMark Financial (BANX) as of Q3 2019, up from 33 in Q2 2019.
- Funds reported $40.5M of ArrowMark Financial stock for Q3 2019, up 5.6% quarter-over-quarter.
- 4 funds opened new ArrowMark Financial positions in Q3 2019 and 0 closed out, a net change of +4 holders.
- The largest ArrowMark Financial buyer in Q3 2019 was Hilton Capital Management, an estimated $1.72M added.
- The largest ArrowMark Financial seller in Q3 2019 was Punch & Associates Investment Management, an estimated $779K sold.
Based on aggregated 13F filings for Q3 2019.