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Arrow Financial

94 hedge funds and large institutions have $183M invested in Arrow Financial in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

45% more call options, than puts

Call options by funds: $32K | Put options by funds: $22K

0% more funds holding

Funds holding: 9494 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.64% less ownership

Funds ownership: 46.27%45.64% (-0.64%)

20% less capital invested

Capital invested by funds: $227M → $183M (-$44.6M)

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
40
Reduced
19
Closed
12
Calls
$32K
Puts
$22K
Net Calls
+$10K
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
76
Lindbrook Capital
California
$16.3K +$19.9K +676 New
TRCT
77
Tower Research Capital (TRC)
New York
$16K +$12.7K +432 +195%
Osaic Holdings
78
Osaic Holdings
Arizona
$14.4K +$59 +2 +0.3%
Citigroup
79
Citigroup
New York
$10.4K -$2.79K -95 -18%
ACM
80
Aquatic Capital Management
Illinois
$10K +$12.1K +412 New
CSB
81
City State Bank
Iowa
$8K
HPC
82
HM Payson & Co
Maine
$6.7K +$8.15K +277 New
BAM
83
Belpointe Asset Management
Nevada
$5.88K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$5.31K
AWM
85
AllSquare Wealth Management
New York
$5.13K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.5K +85 +67%
ME
87
McIlrath & Eck
Washington
$4.08K
NA
88
NewEdge Advisors
Louisiana
$3.59K
SWM
89
Spire Wealth Management
Virginia
$3.24K
MRCM
90
M&R Capital Management
New Jersey
$3.15K +$2.29K +78 +150%
PA
91
Parallel Advisors
California
$697 +$853 +29 New
US Bancorp
92
US Bancorp
Minnesota
$199 +$235 +8 New
S
93
SignatureFD
Georgia
$149 +$177 +6 New
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
-$559K -16,990 Closed
Acadian Asset Management
95
Acadian Asset Management
Massachusetts
-$422K -12,835 Closed
DPI
96
Diversified Portfolios Inc
Michigan
-$413K -12,535 Closed
NSIM
97
North Star Investment Management
Illinois
-$276K -8,375 Closed
IA
98
IFG Advisory
Georgia
-$272K -8,281 Closed
SC
99
Savant Capital
Illinois
-$266K -8,086 Closed
MCM
100
Maple Capital Management
Vermont
-$204K -6,209 Closed

AROW Hedge Fund Activity: Q1 2023 in Review

94 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q1 2023, worth a combined $183M — down 20% from $227M a quarter earlier.

Fund positioning in AROW was balanced in Q1 2023: 12 funds opened new positions, 12 closed out, 40 added to existing stakes and 19 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $1.29M. The largest seller was Fidelity Investments, cutting an estimated $9.92M.

  • 94 institutional investors held Arrow Financial (AROW) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $183M of Arrow Financial stock for Q1 2023, down 20% quarter-over-quarter.
  • 12 funds opened new Arrow Financial positions in Q1 2023 and 12 closed out, a net change of 0 holders.
  • The largest Arrow Financial buyer in Q1 2023 was VOYA Investment Management, an estimated $1.29M added.
  • The largest Arrow Financial seller in Q1 2023 was Fidelity Investments, an estimated $9.92M sold.

Based on aggregated 13F filings for Q1 2023.