Arrow Financial
AROW
79 hedge funds and large institutions have $195M invested in Arrow Financial in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 7 closing their positions.
11% more capital invested
Capital invested by funds: $175M → $195M (+$19.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.74% less ownership
Funds ownership: 50.35% → 48.61% (-1.7%)
4% less funds holding
Funds holding: 82 → 79 (-3)
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.05M |
| 2 |
BlackRock
New York
|
+$243K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$218K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$209K |
| 5 |
MCM
Maple Capital Management
Montpelier,
Vermont
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.02M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$906K |
| 3 |
SIM
Spark Investment Management
New York
|
-$332K |
| 4 |
Two Sigma Investments
New York
|
-$264K |
| 5 |
Goldman Sachs
New York
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
76
AllSquare Wealth Management
Albany,
New York
| $6K | – | – | – |
|
|
NFG
77
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
|
PA
78
Parallel Advisors
San Francisco,
California
| $1K | +$844 | +32 | New |
|
|
SIM
79
Spark Investment Management
New York
| – | -$332K | -12,914 | Closed |
|
|
80
Goldman Sachs
New York
| – | -$216K | -8,409 | Closed |
|
|
RJA
81
Raymond James & Associates
St Petersburg,
Florida
| – | -$208K | -8,077 | Closed |
|
82
Schroder Investment Management Group
London,
United Kingdom
| – | -$115K | -4,437 | Closed |
|
|
CCMH
83
Cornerstone Capital Management Holdings
New York
| – | -$47K | -1,845 | Closed |
|
|
AIM
84
Acrospire Investment Management
Chicago,
Illinois
| – | -$23K | -895 | Closed |
|
85
Creative Planning
Overland Park,
Kansas
| – | -$1K | -33 | Closed |
|
86
AssetMark Inc
Concord,
California
| – | +$316 | +12 | New |
|
AROW Hedge Fund Activity: Q3 2017 in Review
79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q3 2017, worth a combined $195M — up 11% from $175M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AROW and 4 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 29 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $1.05M. The largest seller was Norges Bank, cutting an estimated $1.02M.
- 79 institutional investors held Arrow Financial (AROW) as of Q3 2017, down from 82 in Q2 2017.
- Funds reported $195M of Arrow Financial stock for Q3 2017, up 11% quarter-over-quarter.
- 4 funds opened new Arrow Financial positions in Q3 2017 and 7 closed out, a net change of -3 holders.
- The largest Arrow Financial buyer in Q3 2017 was Dimensional Fund Advisors, an estimated $1.05M added.
- The largest Arrow Financial seller in Q3 2017 was Norges Bank, an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2017.