ArrowMark Financial
BANX
37 hedge funds and large institutions have $28.1M invested in ArrowMark Financial in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.
0.74% more ownership
Funds ownership: 26.17% → 26.9% (+0.74%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $28.6M → $28.1M (-$533K)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
8% less funds holding
Funds holding: 40 → 37 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.18M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
+$214K |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$148K |
| 4 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
+$102K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$70.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$223K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$205K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$107K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$101K |
| 5 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
-$90.4K |
BANX Hedge Fund Activity: Q2 2020 in Review
37 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q2 2020, worth a combined $28.1M — down 1.9% from $28.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BANX and 5 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 10 added.
The largest buyer was Punch & Associates Investment Management, adding an estimated $1.18M. The largest seller was Stifel Financial, cutting an estimated $223K.
- 37 institutional investors held ArrowMark Financial (BANX) as of Q2 2020, down from 40 in Q1 2020.
- Funds reported $28.1M of ArrowMark Financial stock for Q2 2020, down 1.9% quarter-over-quarter.
- 5 funds opened new ArrowMark Financial positions in Q2 2020 and 8 closed out, a net change of -3 holders.
- The largest ArrowMark Financial buyer in Q2 2020 was Punch & Associates Investment Management, an estimated $1.18M added.
- The largest ArrowMark Financial seller in Q2 2020 was Stifel Financial, an estimated $223K sold.
Based on aggregated 13F filings for Q2 2020.