BANX

ArrowMark Financial
BANX

Overview Fund Activity

25 hedge funds and large institutions have $33.6M invested in ArrowMark Financial in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
9
Reduced
8
Closed
4
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
OC
1
Oppenheimer & Co
New York
$340K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.31M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$343K
5
GIM
5
Greenwich Investment Management
Connecticut
$6.06M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$0
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$1.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$211K
4
CRC
4
Curi RMB Capital
Illinois
$0
5
OA
5
Oxbow Advisors
Texas
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
1
ArrowMark Colorado Holdings
Colorado
$8.5M 446,677 +1,101 +0.2%
GIM
2
Greenwich Investment Management
Connecticut
$6.06M 318,250 +3,274 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.31M 279,314 +12,071 +5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.35M 229,144 +7,110 +3%
Stifel Financial
5
Stifel Financial
Missouri
$3.75M 197,332 +2,982 +2%
BPA
6
Beacon Pointe Advisors
California
$1.13M 59,622 -900 -1%
PAIM
7
Punch & Associates Investment Management
Minnesota
$1.03M 54,000 -19,897 -27%
BA
8
Bard Associates
Illinois
$809K 42,610 -1,080 -2%
CIA
9
Capital Investment Advisors
Georgia
$632K 33,250 +1,000 +3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$378K 19,899 -574 -3%
Citadel Advisors
11
Citadel Advisors
Florida
$343K 17,991 +5,476 +44%
OC
12
Oppenheimer & Co
New York
$340K 17,902 +17,902 New
MFG
13
Magnus Financial Group
New York
$229K 12,077 +631 +6%
OA
14
Oxbow Advisors
Texas
$213K 11,220 -7,748 -41%
Morgan Stanley
15
Morgan Stanley
New York
$211K 11,100 -11,382 -51%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$90K 4,731 – –
Bank of America
17
Bank of America
North Carolina
$86.4K 4,550 – –
UB
18
UMB Bank
Missouri
$51.3K 2,700 – –
CSC
19
Caldwell Sutter Capital
California
$33.1K 1,741 -300 -15%
HCM
20
Highlander Capital Management
New Jersey
$30.4K 1,600 – –
Wells Fargo
21
Wells Fargo
California
$20.6K 1,084 +1,083 +108,300%
PFA
22
Pathway Financial Advisers
Indiana
$14.2K 750 – –
UBS Group
23
UBS Group
Switzerland
$10.4K 550 -120 -18%
SIS
24
Sound Income Strategies
Florida
$8.55K 450 – –
AF
25
Allworth Financial
California
$3.8K 200 – –
1
2