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Arrow Financial

79 hedge funds and large institutions have $195M invested in Arrow Financial in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $175M → $195M (+$19.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.74% less ownership

Funds ownership: 50.35%48.61% (-1.7%)

4% less funds holding

Funds holding: 8279 (-3)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
29
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$49.4M -$38.5K -1,458 -0.1%
BlackRock
2
BlackRock
New York
$33.6M +$243K +9,207 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.9M +$191K +7,239 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.6M +$1.05M +39,864 +7%
Renaissance Technologies
5
Renaissance Technologies
New York
$11.1M -$170K -6,455 -2%
State Street
6
State Street
Massachusetts
$8.41M +$130K +4,933 +2%
Northern Trust
7
Northern Trust
Illinois
$6.72M -$33.7K -1,276 -0.5%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$3.72M +$5.51K +209 +0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.57M -$214K -8,104 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.11M -$20.3K -768 -0.7%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$2.93M +$1.69K +64 +0.1%
Charles Schwab
12
Charles Schwab
California
$2.04M +$96.2K +3,647 +5%
Wells Fargo
13
Wells Fargo
California
$1.86M +$168K +6,372 +11%
Deutsche Bank
14
Deutsche Bank
Germany
$1.75M -$906K -34,343 -36%
Norges Bank
15
Norges Bank
Norway
$1.6M -$1.02M -38,850 -41%
Prudential Financial
16
Prudential Financial
New Jersey
$1.49M +$154K +5,836 +13%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.36M -$13K -493 -1%
WCM
18
Wedge Capital Management
North Carolina
$1.23M -$33.4K -1,265 -3%
CS
19
Credit Suisse
Switzerland
$1.23M +$209K +7,913 +23%
TCOV
20
Trust Company of Vermont
Vermont
$1.22M -$16.2K -615 -1%
TCIM
21
TIAA CREF Investment Management
New York
$1.2M -$26 -1 -0%
PSUF
22
People's United Financial
Connecticut
$1.16M -$21.1K -801 -2%
First Trust Advisors
23
First Trust Advisors
Illinois
$987K +$218K +8,277 +32%
MAM
24
Martingale Asset Management
Massachusetts
$910K +$26 +1 +0%
Swiss National Bank
25
Swiss National Bank
Switzerland
$742K

AROW Hedge Fund Activity: Q3 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q3 2017, worth a combined $195M — up 11% from $175M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AROW and 4 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 29 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.05M. The largest seller was Norges Bank, cutting an estimated $1.02M.

  • 79 institutional investors held Arrow Financial (AROW) as of Q3 2017, down from 82 in Q2 2017.
  • Funds reported $195M of Arrow Financial stock for Q3 2017, up 11% quarter-over-quarter.
  • 4 funds opened new Arrow Financial positions in Q3 2017 and 7 closed out, a net change of -3 holders.
  • The largest Arrow Financial buyer in Q3 2017 was Dimensional Fund Advisors, an estimated $1.05M added.
  • The largest Arrow Financial seller in Q3 2017 was Norges Bank, an estimated $1.02M sold.

Based on aggregated 13F filings for Q3 2017.