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Arrow Financial

93 hedge funds and large institutions have $150M invested in Arrow Financial in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

0.62% more ownership

Funds ownership: 45.64%46.26% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9493 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

18% less capital invested

Capital invested by funds: $183M → $150M (-$32.9M)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
36
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$637K +$141K +6,908 +27%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$620K -$1.67M -81,660 -72%
Ameriprise
28
Ameriprise
Minnesota
$535K -$6.53K -319 -1%
M&T Bank
29
M&T Bank
New York
$519K +$8.03K +392 +1%
Wells Fargo
30
Wells Fargo
California
$519K -$355K -17,359 -40%
WPW
31
Waldron Private Wealth
Pennsylvania
$468K
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$444K -$5.88K -287 -1%
BCM
33
Bridgeway Capital Management
Texas
$410K +$429K +20,968 New
EST
34
EA Series Trust
Pennsylvania
$410K +$429K +20,968 New
EF
35
Empowered Funds
Pennsylvania
$410K +$429K +20,968 New
ATC
36
Adirondack Trust Company
New York
$409K
MAM
37
Martingale Asset Management
Massachusetts
$390K +$84.3K +4,120 +26%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$389K -$9.85K -481 -2%
Teacher Retirement System of Texas
39
Teacher Retirement System of Texas
Texas
$388K +$155K +7,586 +62%
FCI
40
Financial Counselors Inc
Kansas
$344K
JP Morgan Chase
41
JP Morgan Chase
New York
$336K -$43K -2,102 -11%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$323K +$338K +16,501 New
Creative Planning
43
Creative Planning
Kansas
$310K +$83.6K +4,086 +35%
AllianceBernstein
44
AllianceBernstein
Tennessee
$308K +$49.5K +2,419 +18%
Bank of America
45
Bank of America
North Carolina
$308K -$99.6K -4,864 -24%
HighTower Advisors
46
HighTower Advisors
Illinois
$307K +$82 +4 +0%
Invesco
47
Invesco
Georgia
$306K -$74.2K -3,623 -19%
KWMG
48
King Wealth Management Group
Florida
$282K +$13.4K +654 +5%
WTA
49
Washington Trust Advisors
Massachusetts
$278K
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$266K

AROW Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q2 2023, worth a combined $150M — down 18% from $183M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AROW and 8 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 36 added.

The largest buyer was BlackRock, adding an estimated $2.53M. The largest seller was Fidelity Investments, cutting an estimated $4.04M.

  • 93 institutional investors held Arrow Financial (AROW) as of Q2 2023, down from 94 in Q1 2023.
  • Funds reported $150M of Arrow Financial stock for Q2 2023, down 18% quarter-over-quarter.
  • 8 funds opened new Arrow Financial positions in Q2 2023 and 9 closed out, a net change of -1 holder.
  • The largest Arrow Financial buyer in Q2 2023 was BlackRock, an estimated $2.53M added.
  • The largest Arrow Financial seller in Q2 2023 was Fidelity Investments, an estimated $4.04M sold.

Based on aggregated 13F filings for Q2 2023.