ArrowMark Financial
BANX
27 hedge funds and large institutions have $19.1M invested in ArrowMark Financial in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
8% more funds holding
Funds holding: 25 → 27 (+2)
5.61% less ownership
Funds ownership: 18.54% → 12.93% (-5.6%)
22% less capital invested
Capital invested by funds: $24.3M → $19.1M (-$5.26M)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
44% less call options, than puts
Call options by funds: $79K | Put options by funds: $142K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCG
Catalina Capital Group
Torrance,
California
|
+$204K |
| 2 |
Morgan Stanley
New York
|
+$170K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$98.6K |
| 4 |
OC
Oppenheimer & Co
New York
|
+$57.4K |
| 5 |
FWP
Falcon Wealth Planning
Ontario,
California
|
+$40.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$944K |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$885K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$508K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$292K |
| 5 |
MFG
Magnus Financial Group
New York
|
-$228K |
BANX Hedge Fund Activity: Q3 2024 in Review
27 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ArrowMark Financial (BANX) for Q3 2024, worth a combined $19.1M — down 22% from $24.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BANX positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Catalina Capital Group, opening a new position worth an estimated $204K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $944K.
- 27 institutional investors held ArrowMark Financial (BANX) as of Q3 2024, up from 25 in Q2 2024.
- Funds reported $19.1M of ArrowMark Financial stock for Q3 2024, down 22% quarter-over-quarter.
- 5 funds opened new ArrowMark Financial positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest ArrowMark Financial buyer in Q3 2024 was Catalina Capital Group, an estimated $204K added.
- The largest ArrowMark Financial seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $944K sold.
Based on aggregated 13F filings for Q3 2024.