ArrowMark Financial
BANX
25 hedge funds and large institutions have $24.3M invested in ArrowMark Financial in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 25 → 25 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.33% less ownership
Funds ownership: 24.88% → 18.54% (-6.3%)
28% less capital invested
Capital invested by funds: $33.6M → $24.3M (-$9.29M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$276K |
| 2 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$263K |
| 3 |
OC
Oppenheimer & Co
New York
|
+$27.1K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$18.4K |
| 5 |
MFG
Magnus Financial Group
New York
|
+$5.43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$3.79M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.65M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$703K |
| 4 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$349K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$196K |
BANX Hedge Fund Activity: Q2 2024 in Review
25 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q2 2024, worth a combined $24.3M — down 28% from $33.6M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BANX positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $276K. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $3.79M.
- 25 institutional investors held ArrowMark Financial (BANX) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $24.3M of ArrowMark Financial stock for Q2 2024, down 28% quarter-over-quarter.
- 1 fund opened new ArrowMark Financial positions in Q2 2024 and 0 closed out, a net change of +1 holder.
- The largest ArrowMark Financial buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $276K added.
- The largest ArrowMark Financial seller in Q2 2024 was ArrowMark Colorado Holdings, an estimated $3.79M sold.
Based on aggregated 13F filings for Q2 2024.