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Arrow Financial

91 hedge funds and large institutions have $220M invested in Arrow Financial in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

49.59% more ownership

Funds ownership: 0%49.59% (+50%)

32% more capital invested

Capital invested by funds: $167M → $220M (+$53M)

5% more funds holding

Funds holding: 8791 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
25
Reduced
34
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$55.3M -$601K -20,507 -1%
BIT
2
BlackRock Institutional Trust
California
$20.6M -$103K -3,521 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.2M +$238K +8,110 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.6M +$758K +25,847 +5%
BFA
5
BlackRock Fund Advisors
California
$15.4M +$2.04M +69,462 +17%
Renaissance Technologies
6
Renaissance Technologies
New York
$10.8M -$364K -12,422 -4%
State Street
7
State Street
Massachusetts
$9.55M +$913K +31,141 +12%
Northern Trust
8
Northern Trust
Illinois
$7.4M +$31.5K +1,075 +0.5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$6.39M +$5.69M +194,170 New
Norges Bank
10
Norges Bank
Norway
$4.48M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.83M +$148K +5,047 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.38M +$168K +5,736 +6%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$3.35M +$1.32K +45 +0%
Wells Fargo
14
Wells Fargo
California
$2.53M +$693K +23,623 +44%
Charles Schwab
15
Charles Schwab
California
$2.08M -$140K -4,777 -7%
BIM
16
BlackRock Investment Management
Delaware
$1.89M -$26.6K -906 -2%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.73M -$137K -4,676 -8%
Morgan Stanley
18
Morgan Stanley
New York
$1.56M +$1.11M +37,697 +384%
TCIM
19
TIAA CREF Investment Management
New York
$1.49M -$23.3K -793 -2%
PPA
20
Parametric Portfolio Associates
Washington
$1.45M -$181K -6,174 -12%
CS
21
Credit Suisse
Switzerland
$1.4M +$140K +4,771 +13%
PSUF
22
People's United Financial
Connecticut
$1.36M -$66.7K -2,276 -5%
WCM
23
Wedge Capital Management
North Carolina
$1.33M -$224K -7,653 -16%
Deutsche Bank
24
Deutsche Bank
Germany
$1.32M -$358K -12,203 -23%
ACM
25
Ativo Capital Management
Illinois
$1.25M

AROW Hedge Fund Activity: Q4 2016 in Review

91 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q4 2016, worth a combined $220M — up 32% from $167M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AROW positions and 6 closed out — a net gain of 5 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $5.69M. The largest seller was BerganKDV Wealth Management, exiting entirely with an estimated $703K sold.

  • 91 institutional investors held Arrow Financial (AROW) as of Q4 2016, up from 87 in Q3 2016.
  • Funds reported $220M of Arrow Financial stock for Q4 2016, up 32% quarter-over-quarter.
  • 11 funds opened new Arrow Financial positions in Q4 2016 and 6 closed out, a net change of +5 holders.
  • The largest Arrow Financial buyer in Q4 2016 was PNC Financial Services Group, an estimated $5.69M added.
  • The largest Arrow Financial seller in Q4 2016 was BerganKDV Wealth Management, an estimated $703K sold.

Based on aggregated 13F filings for Q4 2016.