ArrowMark Financial
BANX
28 hedge funds and large institutions have $32.4M invested in ArrowMark Financial in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
8% more funds holding
Funds holding: 26 → 28 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
1% less capital invested
Capital invested by funds: $32.8M → $32.4M (-$378K)
1.26% less ownership
Funds ownership: 26.35% → 25.09% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$285K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$217K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$134K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$101K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$21.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$695K |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$608K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$431K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$429K |
| 5 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$113K |
BANX Hedge Fund Activity: Q4 2023 in Review
28 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q4 2023, worth a combined $32.4M — down 1.2% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BANX positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $285K. The largest seller was PNC Financial Services Group, cutting an estimated $695K.
- 28 institutional investors held ArrowMark Financial (BANX) as of Q4 2023, up from 26 in Q3 2023.
- Funds reported $32.4M of ArrowMark Financial stock for Q4 2023, down 1.2% quarter-over-quarter.
- 3 funds opened new ArrowMark Financial positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest ArrowMark Financial buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $285K added.
- The largest ArrowMark Financial seller in Q4 2023 was PNC Financial Services Group, an estimated $695K sold.
Based on aggregated 13F filings for Q4 2023.