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Arrow Financial

84 hedge funds and large institutions have $150M invested in Arrow Financial in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

17% more capital invested

Capital invested by funds: $129M → $150M (+$21.6M)

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

4% more funds holding

Funds holding: 8184 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
31
Reduced
28
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$41M -$878K -39,176 -2%
BIT
2
BlackRock Institutional Trust
California
$15M -$202K -8,990 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.3M +$369K +16,449 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.9M +$289K +12,890 +3%
BFA
5
BlackRock Fund Advisors
California
$8.84M +$54.7K +2,438 +0.7%
Renaissance Technologies
6
Renaissance Technologies
New York
$8.59M -$304K -13,554 -4%
State Street
7
State Street
Massachusetts
$6.08M -$95.6K -4,266 -2%
Northern Trust
8
Northern Trust
Illinois
$5.22M +$104K +4,655 +2%
Norges Bank
9
Norges Bank
Norway
$3.25M -$19.9K -886 -0.6%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$2.67M +$1.37K +61 +0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.65M +$38.5K +1,716 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.54M +$66.8K +2,978 +3%
Deutsche Bank
13
Deutsche Bank
Germany
$1.72M -$330K -14,725 -17%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$1.43M -$28.4K -1,267 -2%
BIM
15
BlackRock Investment Management
Delaware
$1.39M +$72.8K +3,247 +6%
Charles Schwab
16
Charles Schwab
California
$1.3M +$19.1K +852 +2%
Wells Fargo
17
Wells Fargo
California
$1.26M -$65.1K -2,906 -5%
PPA
18
Parametric Portfolio Associates
Washington
$1.25M +$24.5K +1,093 +2%
WCM
19
Wedge Capital Management
North Carolina
$1.14M +$183K +8,153 +21%
TCIM
20
TIAA CREF Investment Management
New York
$1.1M -$41.4K -1,846 -4%
CS
21
Credit Suisse
Switzerland
$1.08M +$120K +5,354 +13%
PSUF
22
People's United Financial
Connecticut
$1.04M -$397K -17,690 -29%
Prudential Financial
23
Prudential Financial
New Jersey
$921K -$99.4K -4,434 -10%
ACM
24
Ativo Capital Management
Illinois
$857K +$804K +35,858 New
CCM
25
Coldstream Capital Management
Washington
$766K +$449K +20,044 +167%

AROW Hedge Fund Activity: Q2 2016 in Review

84 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q2 2016, worth a combined $150M — up 17% from $129M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AROW positions and 1 closed out — a net gain of 3 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was Ativo Capital Management, opening a new position worth an estimated $804K. The largest seller was Arrow Financial, cutting an estimated $878K.

  • 84 institutional investors held Arrow Financial (AROW) as of Q2 2016, up from 81 in Q1 2016.
  • Funds reported $150M of Arrow Financial stock for Q2 2016, up 17% quarter-over-quarter.
  • 4 funds opened new Arrow Financial positions in Q2 2016 and 1 closed out, a net change of +3 holders.
  • The largest Arrow Financial buyer in Q2 2016 was Ativo Capital Management, an estimated $804K added.
  • The largest Arrow Financial seller in Q2 2016 was Arrow Financial, an estimated $878K sold.

Based on aggregated 13F filings for Q2 2016.