ArrowMark Financial
BANX
44 hedge funds and large institutions have $39.2M invested in ArrowMark Financial in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and closing their positions.
19% more funds holding
Funds holding: 37 → 44 (+7)
3% less capital invested
Capital invested by funds: $40.5M → $39.2M (-$1.26M)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
1.05% less ownership
Funds ownership: 27.84% → 26.79% (-1.1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$606K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$400K |
| 3 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$340K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$282K |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.13M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
-$703K |
| 3 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$240K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$195K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$113K |
BANX Hedge Fund Activity: Q4 2019 in Review
44 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2019, worth a combined $39.2M — down 3.1% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BANX positions and 0 closed out — a net gain of 8 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $606K. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.13M.
- 44 institutional investors held ArrowMark Financial (BANX) as of Q4 2019, up from 37 in Q3 2019.
- Funds reported $39.2M of ArrowMark Financial stock for Q4 2019, down 3.1% quarter-over-quarter.
- 8 funds opened new ArrowMark Financial positions in Q4 2019 and 0 closed out, a net change of +8 holders.
- The largest ArrowMark Financial buyer in Q4 2019 was Truist Financial, an estimated $606K added.
- The largest ArrowMark Financial seller in Q4 2019 was Punch & Associates Investment Management, an estimated $2.13M sold.
Based on aggregated 13F filings for Q4 2019.