ArrowMark Financial
BANX
40 hedge funds and large institutions have $28.6M invested in ArrowMark Financial in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
0.62% less ownership
Funds ownership: 26.79% → 26.17% (-0.62%)
9% less funds holding
Funds holding: 44 → 40 (-4)
27% less capital invested
Capital invested by funds: $39.2M → $28.6M (-$10.6M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.05M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$884K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$597K |
| 4 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
+$391K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$324K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OA
Oxbow Advisors
Austin,
Texas
|
-$4.3M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$711K |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$263K |
| 4 |
CWM
Concentric Wealth Management
Lafayette,
California
|
-$253K |
| 5 |
Man Group
London,
United Kingdom
|
-$225K |
BANX Hedge Fund Activity: Q1 2020 in Review
40 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q1 2020, worth a combined $28.6M — down 27% from $39.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BANX and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 13 added.
The largest buyer was Punch & Associates Investment Management, adding an estimated $2.05M. The largest seller was Oxbow Advisors, cutting an estimated $4.3M.
- 40 institutional investors held ArrowMark Financial (BANX) as of Q1 2020, down from 44 in Q4 2019.
- Funds reported $28.6M of ArrowMark Financial stock for Q1 2020, down 27% quarter-over-quarter.
- 5 funds opened new ArrowMark Financial positions in Q1 2020 and 7 closed out, a net change of -2 holders.
- The largest ArrowMark Financial buyer in Q1 2020 was Punch & Associates Investment Management, an estimated $2.05M added.
- The largest ArrowMark Financial seller in Q1 2020 was Oxbow Advisors, an estimated $4.3M sold.
Based on aggregated 13F filings for Q1 2020.