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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$5K -$32K -1,373 -88%
MRCM
102
M&R Capital Management
New Jersey
$4.87K +$23 +1 +0.6%
AF
103
Allworth Financial
California
$2.15K +$1.79K +77 New
Russell Investments Group
104
Russell Investments Group
United Kingdom
$1.98K
C
105
Covestor
United Kingdom
$1K +$1.05K +45 +4,500%
FFA
106
Farther Finance Advisors
California
$978 +$816 +35 New
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
$475
PA
108
Parallel Advisors
California
$168
HNB
109
Huntington National Bank
Ohio
$28 +$23 +1 New
Two Sigma Investments
110
Two Sigma Investments
New York
-$894K -52,528 Closed
Swiss National Bank
111
Swiss National Bank
Switzerland
-$625K -36,724 Closed
Squarepoint
112
Squarepoint
New York
-$413K -24,257 Closed
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
-$283K -16,601 Closed
CS
114
Credit Suisse
Switzerland
-$213K -12,498 Closed
Allspring Global Investments
115
Allspring Global Investments
North Carolina
-$27.7K -1,630 Closed
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
-$24K -1,412 Closed
ME
117
McIlrath & Eck
Washington
-$2.86K -168 Closed
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
-$2.13K -125 Closed
CAL
119
Capital Advisors Ltd
Ohio
-$2K -111 Closed
GWS
120
Glassman Wealth Services
Virginia
-$783 -46 Closed

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.