ArrowMark Financial
BANX
36 hedge funds and large institutions have $35.6M invested in ArrowMark Financial in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 5 closing their positions.
27% more capital invested
Capital invested by funds: $28.1M → $35.6M (+$7.53M)
1.05% more ownership
Funds ownership: 26.9% → 27.95% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 37 → 36 (-1)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.43M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$702K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$596K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$281K |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$183K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$506K |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$226K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$149K |
| 4 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$110K |
| 5 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$82.5K |
BANX Hedge Fund Activity: Q3 2020 in Review
36 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q3 2020, worth a combined $35.6M — up 27% from $28.1M a quarter earlier.
Fund positioning in BANX was balanced in Q3 2020: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 11 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $1.43M. The largest seller was Stifel Financial, cutting an estimated $506K.
- 36 institutional investors held ArrowMark Financial (BANX) as of Q3 2020, down from 37 in Q2 2020.
- Funds reported $35.6M of ArrowMark Financial stock for Q3 2020, up 27% quarter-over-quarter.
- 5 funds opened new ArrowMark Financial positions in Q3 2020 and 5 closed out, a net change of 0 holders.
- The largest ArrowMark Financial buyer in Q3 2020 was Punch & Associates Investment Management, an estimated $1.43M added.
- The largest ArrowMark Financial seller in Q3 2020 was Stifel Financial, an estimated $506K sold.
Based on aggregated 13F filings for Q3 2020.