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BANX

ArrowMark Financial

31 hedge funds and large institutions have $31.6M invested in ArrowMark Financial in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0.34% more ownership

Funds ownership: 25.74%26.08% (+0.34%)

0% more capital invested

Capital invested by funds: $31.5M → $31.6M (+$7.03K)

0% more funds holding

Funds holding: 3131 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$8.6M +$48.9K +2,847 +0.6%
GIM
2
Greenwich Investment Management
Connecticut
$5.28M -$171K -9,951 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.24M +$169K +9,860 +4%
Stifel Financial
4
Stifel Financial
Missouri
$2.91M +$587K +34,171 +25%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.73M +$287K +16,720 +12%
OA
6
Oxbow Advisors
Texas
$2.16M +$1.53M +88,731 +232%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$1.12M
BA
8
Bard Associates
Illinois
$757K +$3.44K +200 +0.5%
UCFA
9
United Capital Financial Advisors
Texas
$656K
RJA
10
Raymond James & Associates
Florida
$431K -$157K -9,115 -26%
Millennium Management
11
Millennium Management
New York
$378K +$163K +9,488 +74%
PAIM
12
Punch & Associates Investment Management
Minnesota
$346K -$2.45M -142,766 -88%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$307K +$37.8K +2,200 +14%
CIA
14
Capital Investment Advisors
Georgia
$285K +$37.8K +2,200 +15%
Morgan Stanley
15
Morgan Stanley
New York
$202K +$33.4K +1,945 +20%
Citadel Advisors
16
Citadel Advisors
Florida
$201K +$203K +11,821 New
Bank of America
17
Bank of America
North Carolina
$173K -$32.7K -1,900 -16%
MFG
18
Magnus Financial Group
New York
$172K
BAM
19
Belpointe Asset Management
Nevada
$164K
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$125K +$70.9K +4,127 +123%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$73K +$58.4K +3,400 +386%
UBS Group
22
UBS Group
Switzerland
$49.2K +$49.6K +2,887 New
UB
23
UMB Bank
Missouri
$46K
CSC
24
Caldwell Sutter Capital
California
$34.8K +$35.1K +2,041 New
SCA
25
Stonebridge Capital Advisors
Minnesota
$32.4K

BANX Hedge Fund Activity: Q4 2022 in Review

31 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2022, worth a combined $31.6M — up 0.02% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BANX positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $1.53M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.45M.

  • 31 institutional investors held ArrowMark Financial (BANX) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $31.6M of ArrowMark Financial stock for Q4 2022, up 0.02% quarter-over-quarter.
  • 4 funds opened new ArrowMark Financial positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest ArrowMark Financial buyer in Q4 2022 was Oxbow Advisors, an estimated $1.53M added.
  • The largest ArrowMark Financial seller in Q4 2022 was Punch & Associates Investment Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2022.