Arrow Financial
AROW
81 hedge funds and large institutions have $190M invested in Arrow Financial in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.84% less ownership
Funds ownership: 48.69% → 47.84% (-0.84%)
2% less capital invested
Capital invested by funds: $193M → $190M (-$2.94M)
2% less funds holding
Funds holding: 83 → 81 (-2)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$881K |
| 2 |
State Street
Boston,
Massachusetts
|
+$565K |
| 3 |
MCM
Maltese Capital Management
New York
|
+$504K |
| 4 |
Morgan Stanley
New York
|
+$385K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.61M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$862K |
| 3 |
Millennium Management
New York
|
-$739K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$477K |
| 5 |
Norges Bank
Oslo,
Norway
|
-$454K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
76
AllSquare Wealth Management
Albany,
New York
| $6K | – | – | – |
|
|
DA
77
Denali Advisors
San Diego,
California
| $2K | – | – | – |
|
|
PA
78
Parallel Advisors
San Francisco,
California
| $1K | – | – | – |
|
|
RCAG
79
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1K | +$816 | +29 | New |
|
|
80
Millennium Management
New York
| – | -$739K | -25,984 | Closed |
|
|
81
Invesco
Atlanta,
Georgia
| – | -$477K | -16,786 | Closed |
|
|
PAG
82
Private Advisor Group
Morristown,
New Jersey
| – | -$301K | -10,683 | Closed |
|
83
Los Angeles Capital Management
Los Angeles,
California
| – | -$234K | -8,225 | Closed |
|
84
Parallax Volatility Advisers
San Francisco,
California
| – | -$63K | -2,207 | Closed |
|
|
TRCT
85
Tower Research Capital (TRC)
New York
| – | -$21K | -732 | Closed |
|
86
AssetMark Inc
Concord,
California
| – | -$2K | -59 | Closed |
|
|
OBWP
87
O'Brien Wealth Partners
Waltham,
Massachusetts
| – | +$282 | +10 | New |
|
88
SEI Investments
Oaks,
Pennsylvania
| – | +$310 | +11 | New |
|
AROW Hedge Fund Activity: Q1 2018 in Review
81 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q1 2018, worth a combined $190M — down 1.5% from $193M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AROW and 6 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 23 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $881K. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $1.61M.
- 81 institutional investors held Arrow Financial (AROW) as of Q1 2018, down from 83 in Q4 2017.
- Funds reported $190M of Arrow Financial stock for Q1 2018, down 1.5% quarter-over-quarter.
- 6 funds opened new Arrow Financial positions in Q1 2018 and 7 closed out, a net change of -1 holder.
- The largest Arrow Financial buyer in Q1 2018 was Dimensional Fund Advisors, an estimated $881K added.
- The largest Arrow Financial seller in Q1 2018 was JP Morgan Private Wealth Advisors, an estimated $1.61M sold.
Based on aggregated 13F filings for Q1 2018.