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Arrow Financial

88 hedge funds and large institutions have $208M invested in Arrow Financial in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

10% more capital invested

Capital invested by funds: $190M → $208M (+$18.3M)

9% more funds holding

Funds holding: 8188 (+7)

1.01% more ownership

Funds ownership: 47.84%48.85% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
26
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$51.4M -$526K -17,334 -1%
BlackRock
2
BlackRock
New York
$36.2M +$842K +27,743 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.6M +$966K +31,830 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.9M -$1.52M -50,122 -7%
Renaissance Technologies
5
Renaissance Technologies
New York
$11M +$362K +11,940 +3%
State Street
6
State Street
Massachusetts
$9.76M -$136K -4,493 -1%
Northern Trust
7
Northern Trust
Illinois
$7.16M +$166K +5,465 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.2M +$524K +17,262 +14%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$3.94M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.27M -$46.7K -1,538 -1%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$3.19M +$1.81M +59,606 +133%
Charles Schwab
12
Charles Schwab
California
$2.69M +$356K +11,735 +15%
Wells Fargo
13
Wells Fargo
California
$2M -$59.2K -1,949 -3%
Prudential Financial
14
Prudential Financial
New Jersey
$1.87M -$334 -11 -0%
Morgan Stanley
15
Morgan Stanley
New York
$1.7M +$218K +7,188 +15%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.62M +$28.4K +936 +2%
WCM
17
Wedge Capital Management
North Carolina
$1.32M -$5.04K -166 -0.4%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.29M +$215K +7,067 +20%
TCOV
19
Trust Company of Vermont
Vermont
$1.26M
PSUF
20
People's United Financial
Connecticut
$1.22M -$14.5K -478 -1%
MAM
21
Martingale Asset Management
Massachusetts
$1.14M -$29K -956 -3%
Deutsche Bank
22
Deutsche Bank
Germany
$960K +$149K +4,919 +19%
TCIM
23
TIAA CREF Investment Management
New York
$910K -$131K -4,328 -13%
Bank of America
24
Bank of America
North Carolina
$877K +$335K +11,050 +62%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$865K +$447K +14,724 +108%

AROW Hedge Fund Activity: Q2 2018 in Review

88 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q2 2018, worth a combined $208M — up 9.6% from $190M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AROW positions and 3 closed out — a net gain of 9 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $1.81M. The largest seller was Vanguard Group, cutting an estimated $1.52M.

  • 88 institutional investors held Arrow Financial (AROW) as of Q2 2018, up from 81 in Q1 2018.
  • Funds reported $208M of Arrow Financial stock for Q2 2018, up 9.6% quarter-over-quarter.
  • 12 funds opened new Arrow Financial positions in Q2 2018 and 3 closed out, a net change of +9 holders.
  • The largest Arrow Financial buyer in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $1.81M added.
  • The largest Arrow Financial seller in Q2 2018 was Vanguard Group, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2018.