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Arrow Financial

71 hedge funds and large institutions have $120M invested in Arrow Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 6971 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $121M → $120M (-$644K)

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
26
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$35.7M -$453K -23,096 -1%
BIT
2
BlackRock Institutional Trust
California
$13.1M +$249K +12,661 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.5M -$374K -19,073 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.91M +$6.46K +329 +0.1%
BFA
5
BlackRock Fund Advisors
California
$7.93M +$35.8K +1,825 +0.5%
State Street
6
State Street
Massachusetts
$4.85M +$249K +12,668 +6%
Northern Trust
7
Northern Trust
Illinois
$4.63M -$407K -20,710 -8%
Norges Bank
8
Norges Bank
Norway
$2.9M
WTNA
9
Wilmington Trust National Association
Delaware
$2.73M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.3M -$32.2K -1,642 -1%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.26M -$452 -23 -0%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.77M +$6.38K +325 +0.4%
TCIM
13
TIAA CREF Investment Management
New York
$1.38M
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$1.31M -$12.9K -659 -1%
PSUF
15
People's United Financial
Connecticut
$1.23M -$220K -11,203 -15%
PPA
16
Parametric Portfolio Associates
Washington
$1.14M -$244K -12,452 -18%
WCM
17
Wedge Capital Management
North Carolina
$1.03M +$1M +51,136 New
Wells Fargo
18
Wells Fargo
California
$1.02M +$61.3K +3,125 +7%
BIM
19
BlackRock Investment Management
Delaware
$977K +$2.02K +103 +0.2%
CS
20
Credit Suisse
Switzerland
$787K -$61.9K -3,155 -7%
Charles Schwab
21
Charles Schwab
California
$773K +$23.3K +1,186 +3%
AI
22
Analytic Investors
California
$696K +$681K +34,678 New
Goldman Sachs
23
Goldman Sachs
New York
$661K -$45.7K -2,330 -7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$640K -$338K -17,206 -35%
Deutsche Bank
25
Deutsche Bank
Germany
$635K +$259K +13,206 +71%

AROW Hedge Fund Activity: Q1 2014 in Review

71 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q1 2014, worth a combined $120M — down 0.53% from $121M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AROW positions and 7 closed out — a net gain of 2 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Wedge Capital Management, opening a new position worth an estimated $1M. The largest seller was Arrow Financial, cutting an estimated $453K.

  • 71 institutional investors held Arrow Financial (AROW) as of Q1 2014, up from 69 in Q4 2013.
  • Funds reported $120M of Arrow Financial stock for Q1 2014, down 0.53% quarter-over-quarter.
  • 9 funds opened new Arrow Financial positions in Q1 2014 and 7 closed out, a net change of +2 holders.
  • The largest Arrow Financial buyer in Q1 2014 was Wedge Capital Management, an estimated $1M added.
  • The largest Arrow Financial seller in Q1 2014 was Arrow Financial, an estimated $453K sold.

Based on aggregated 13F filings for Q1 2014.