Arrow Financial
AROW
88 hedge funds and large institutions have $208M invested in Arrow Financial in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
13% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 23
10% more capital invested
Capital invested by funds: $190M → $208M (+$18.3M)
9% more funds holding
Funds holding: 81 → 88 (+7)
1.01% more ownership
Funds ownership: 47.84% → 48.85% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.81M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$966K |
| 3 |
BlackRock
New York
|
+$842K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$524K |
| 5 |
Goldman Sachs
New York
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.52M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$766K |
| 3 |
AF
Arrow Financial
Glens Falls,
New York
|
-$526K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$214K |
| 5 |
State Street
Boston,
Massachusetts
|
-$136K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
76
Advisor Group
Phoenix,
Arizona
| $18K | – | – | – |
|
|
RA
77
Royce & Associates
New York
| $16K | +$6.5K | +214 | +67% |
|
78
Macquarie Group
Sydney, NSW 2000,
Australia
| $15K | +$14.5K | +478 | New |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
RFC
80
Regions Financial Corp
Birmingham,
Alabama
| $9K | – | – | – |
|
|
AWM
81
AllSquare Wealth Management
Albany,
New York
| $7K | – | – | – |
|
|
PIA
82
Piedmont Investment Advisors
Durham,
North Carolina
| $7K | +$7.47K | +246 | New |
|
83
Nisa Investment Advisors
St. Louis,
Missouri
| $6K | – | – | – |
|
|
DA
84
Denali Advisors
San Diego,
California
| $2K | – | – | – |
|
|
PA
85
Parallel Advisors
San Francisco,
California
| $1K | – | – | – |
|
|
RWA
86
River Wealth Advisors
Camp Hill,
Pennsylvania
| $1K | +$911 | +30 | New |
|
87
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$971 | +32 | New |
|
|
RCAG
88
Rehmann Capital Advisory Group
Lansing,
Michigan
| $874 | – | – | – |
|
89
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$7K | -234 | Closed |
|
AROW Hedge Fund Activity: Q2 2018 in Review
88 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q2 2018, worth a combined $208M — up 9.6% from $190M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AROW positions and 3 closed out — a net gain of 9 holders — while 26 added to existing stakes and 23 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $1.81M. The largest seller was Vanguard Group, cutting an estimated $1.52M.
- 88 institutional investors held Arrow Financial (AROW) as of Q2 2018, up from 81 in Q1 2018.
- Funds reported $208M of Arrow Financial stock for Q2 2018, up 9.6% quarter-over-quarter.
- 12 funds opened new Arrow Financial positions in Q2 2018 and 3 closed out, a net change of +9 holders.
- The largest Arrow Financial buyer in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $1.81M added.
- The largest Arrow Financial seller in Q2 2018 was Vanguard Group, an estimated $1.52M sold.
Based on aggregated 13F filings for Q2 2018.