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Arrow Financial

91 hedge funds and large institutions have $220M invested in Arrow Financial in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

49.59% more ownership

Funds ownership: 0%49.59% (+50%)

32% more capital invested

Capital invested by funds: $167M → $220M (+$53M)

5% more funds holding

Funds holding: 8791 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
25
Reduced
34
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
MinichMacGregor Wealth Management
New York
$102K
ATC
77
Adirondack Trust Company
New York
$98K
CG
78
Cutler Group
California
$83K +$74.3K +2,534 New
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$74K -$16.1K -548 -20%
Canada Life
80
Canada Life
Manitoba, Canada
$51K -$95K -3,239 -68%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$41.8K +$12.1K +411 +48%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$27K -$25.3K -862 -51%
TRCT
83
Tower Research Capital (TRC)
New York
$26K +$16.5K +564 +230%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$16K
SEI Investments
85
SEI Investments
Pennsylvania
$14K -$35.6K -1,215 -58%
IA
86
IFP Advisors
Florida
$14K
AG
87
Advisor Group
Arizona
$12K
Barclays
88
Barclays
United Kingdom
$11K -$1.06K -36 -10%
CCS
89
Crosspoint Capital Strategies
California
$8K +$7.07K +241 New
MFS
90
MSI Financial Services
Massachusetts
$5K -$30.4K -1,037 -86%
Creative Planning
91
Creative Planning
Kansas
$1K
BWM
92
BerganKDV Wealth Management
Minnesota
-$703K -26,353 Closed
UCFA
93
United Capital Financial Advisors
Texas
-$428K -16,038 Closed
UBS AM
94
UBS AM
Illinois
-$379K -14,215 Closed
LSV Asset Management
95
LSV Asset Management
Illinois
-$214K -8,024 Closed
Federated Hermes
96
Federated Hermes
Pennsylvania
-$48K -1,797 Closed
DA
97
Denali Advisors
California
-$5K -194 Closed

AROW Hedge Fund Activity: Q4 2016 in Review

91 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q4 2016, worth a combined $220M — up 32% from $167M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AROW positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $5.69M. The largest seller was BerganKDV Wealth Management, exiting entirely with an estimated $703K sold.

  • 91 institutional investors held Arrow Financial (AROW) as of Q4 2016, up from 87 in Q3 2016.
  • Funds reported $220M of Arrow Financial stock for Q4 2016, up 32% quarter-over-quarter.
  • 11 funds opened new Arrow Financial positions in Q4 2016 and 6 closed out, a net change of +5 holders.
  • The largest Arrow Financial buyer in Q4 2016 was PNC Financial Services Group, an estimated $5.69M added.
  • The largest Arrow Financial seller in Q4 2016 was BerganKDV Wealth Management, an estimated $703K sold.

Based on aggregated 13F filings for Q4 2016.