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Arrow Financial

109 hedge funds and large institutions have $222M invested in Arrow Financial in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

72% more capital invested

Capital invested by funds: $129M → $222M (+$92.9M)

18% more funds holding

Funds holding: 92109 (+17)

2.14% more ownership

Funds ownership: 44.39%46.53% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

70% less call options, than puts

Call options by funds: $34K | Put options by funds: $112K

Holders
109
Holders Change
+17
Holders Change %
+18.48%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
35
Reduced
34
Closed
11
Calls
$34K
Puts
$112K
Net Calls
-$78K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
76
McGlone Suttner Wealth Management
Wisconsin
$53.2K +$44.4K +1,903 New
S
77
SignatureFD
Georgia
$46.9K +$326 +14 +0.8%
CYG
78
Clean Yield Group
Vermont
$40.7K
AB
79
Amalgamated Bank
New York
$36K -$3.52K -151 -10%
AIP
80
Ameritas Investment Partners
Nebraska
$35.3K -$23 -1 -0.1%
Osaic Holdings
81
Osaic Holdings
Arizona
$28.1K +$6.2K +266 +36%
SO
82
STRS Ohio
Ohio
$27K -$31.9K -1,369 -58%
Canada Life
83
Canada Life
Manitoba, Canada
$27K -$21.9K -940 -49%
GI
84
GAMMA Investing
California
$26.1K +$24.2K +1,038 New
GRP
85
Global Retirement Partners
California
$24K +$21.6K +928 New
Comerica Bank
86
Comerica Bank
Texas
$23.4K
BLC
87
Brown, Lisle/Cummings
Rhode Island
$22.6K -$56.4K -2,420 -75%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$22.5K -$55K -2,358 -75%
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$20.5K
ACM
90
Aquatic Capital Management
Illinois
$20K +$14K +600 +600%
RCM
91
Raleigh Capital Management
North Carolina
$18.4K +$15.4K +660 New
QCG
92
Quadrant Capital Group
Ohio
$14.1K +$4.76K +204 +68%
US Bancorp
93
US Bancorp
Minnesota
$11.2K -$23 -1 -0.2%
AWM
94
Avior Wealth Management
Nebraska
$9.39K +$7.83K +336 New
EWA
95
EverSource Wealth Advisors
Alabama
$9.08K -$2.08K -89 -21%
Simplex Trading
96
Simplex Trading
Illinois
$8K +$7.04K +302 New
HPC
97
HM Payson & Co
Maine
$7.74K
AWM
98
AllSquare Wealth Management
New York
$5.92K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$5.42K -$303 -13 -6%
ASN
100
Advisory Services Network
Georgia
$5.14K +$4.29K +184 New

AROW Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q4 2023, worth a combined $222M — up 72% from $129M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AROW positions and 11 closed out — a net gain of 17 holders — while 35 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.61M. The largest seller was State Street, cutting an estimated $1.45M.

  • 109 institutional investors held Arrow Financial (AROW) as of Q4 2023, up from 92 in Q3 2023.
  • Funds reported $222M of Arrow Financial stock for Q4 2023, up 72% quarter-over-quarter.
  • 28 funds opened new Arrow Financial positions in Q4 2023 and 11 closed out, a net change of +17 holders.
  • The largest Arrow Financial buyer in Q4 2023 was Morgan Stanley, an estimated $5.61M added.
  • The largest Arrow Financial seller in Q4 2023 was State Street, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2023.