Arrow Financial
AROW
104 hedge funds and large institutions have $238M invested in Arrow Financial in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
21% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 29
13% more capital invested
Capital invested by funds: $212M → $238M (+$26.7M)
12% more funds holding
Funds holding: 93 → 104 (+11)
1.07% more ownership
Funds ownership: 48.64% → 49.71% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.21M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.75M |
| 3 |
BlackRock
New York
|
+$1.62M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$914K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$741K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.39M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$824K |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$530K |
| 4 |
ATC
Adirondack Trust Company
Saratoga Springs,
New York
|
-$518K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$495K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
101
Parallel Advisors
San Francisco,
California
| $172 | – | – | – |
|
|
RIL
102
Rothschild Investment LLC
Chicago,
Illinois
| $143 | – | – | – |
|
|
HNB
103
Huntington National Bank
Columbus,
Ohio
| $29 | – | – | – |
|
104
LPL Financial
San Diego,
California
| – | -$348K | -13,350 | Closed |
|
105
Citadel Advisors
Miami,
Florida
| – | -$207K | -7,964 | Closed |
|
|
IA
106
IFG Advisory
Atlanta,
Georgia
| – | -$207K | -7,937 | Closed |
|
|
C
107
Covestor
London,
United Kingdom
| – | -$29 | -1 | -20% |
|
AROW Hedge Fund Activity: Q3 2024 in Review
104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q3 2024, worth a combined $238M — up 13% from $212M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AROW positions and 3 closed out — a net gain of 11 holders — while 35 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.21M. The largest seller was UBS Group, cutting an estimated $1.39M.
- 104 institutional investors held Arrow Financial (AROW) as of Q3 2024, up from 93 in Q2 2024.
- Funds reported $238M of Arrow Financial stock for Q3 2024, up 13% quarter-over-quarter.
- 14 funds opened new Arrow Financial positions in Q3 2024 and 3 closed out, a net change of +11 holders.
- The largest Arrow Financial buyer in Q3 2024 was Morgan Stanley, an estimated $2.21M added.
- The largest Arrow Financial seller in Q3 2024 was UBS Group, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2024.