ArrowMark Financial
BANX
32 hedge funds and large institutions have $29.3M invested in ArrowMark Financial in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $26.3M → $29.3M (+$3.02M)
7% more funds holding
Funds holding: 30 → 32 (+2)
0.02% more ownership
Funds ownership: 20.24% → 20.27% (+0.02%)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.37M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$654K |
| 3 |
OA
Oxbow Advisors
Austin,
Texas
|
+$475K |
| 4 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$352K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.24M |
| 2 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$1.03M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$789K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$266K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$205K |
BANX Hedge Fund Activity: Q2 2021 in Review
32 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q2 2021, worth a combined $29.3M — up 11% from $26.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BANX positions and 8 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.37M. The largest seller was Punch & Associates Investment Management, cutting an estimated $1.24M.
- 32 institutional investors held ArrowMark Financial (BANX) as of Q2 2021, up from 30 in Q1 2021.
- Funds reported $29.3M of ArrowMark Financial stock for Q2 2021, up 11% quarter-over-quarter.
- 10 funds opened new ArrowMark Financial positions in Q2 2021 and 8 closed out, a net change of +2 holders.
- The largest ArrowMark Financial buyer in Q2 2021 was Osaic Holdings, an estimated $1.37M added.
- The largest ArrowMark Financial seller in Q2 2021 was Punch & Associates Investment Management, an estimated $1.24M sold.
Based on aggregated 13F filings for Q2 2021.