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Arrow Financial

87 hedge funds and large institutions have $219M invested in Arrow Financial in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $208M → $219M (+$10.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 8887 (-1)

1.38% less ownership

Funds ownership: 48.85%47.47% (-1.4%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$52.6M -$1.27M -38,969 -2%
BlackRock
2
BlackRock
New York
$38.3M +$331K +10,193 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24M +$410K +12,622 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.3M +$424K +13,066 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$12M +$460K +14,169 +4%
State Street
6
State Street
Massachusetts
$10.3M +$82.1K +2,527 +0.8%
Northern Trust
7
Northern Trust
Illinois
$7.54M +$42.4K +1,305 +0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.69M +$294K +9,058 +7%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$4.13M -$65 -2 -0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.38M -$46.6K -1,435 -1%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$3.15M -$186K -5,730 -5%
Charles Schwab
12
Charles Schwab
California
$2.74M -$83.5K -2,571 -3%
Wells Fargo
13
Wells Fargo
California
$2.16M +$61.6K +1,898 +3%
Prudential Financial
14
Prudential Financial
New Jersey
$1.92M -$39.8K -1,227 -2%
Morgan Stanley
15
Morgan Stanley
New York
$1.73M -$55.1K -1,698 -3%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.58M -$116K -3,568 -7%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.58M +$229K +7,064 +17%
WC
18
Walthausen & Co
New York
$1.46M +$1.48M +45,666 New
WCM
19
Wedge Capital Management
North Carolina
$1.35M -$37.3K -1,150 -3%
TCOV
20
Trust Company of Vermont
Vermont
$1.31M
PSUF
21
People's United Financial
Connecticut
$1.26M -$11.5K -355 -0.9%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$1.25M +$356K +10,950 +39%
MAM
23
Martingale Asset Management
Massachusetts
$1.19M -$4.06K -125 -0.3%
Deutsche Bank
24
Deutsche Bank
Germany
$1.06M +$54K +1,663 +5%
Bank of America
25
Bank of America
North Carolina
$937K +$17.7K +546 +2%

AROW Hedge Fund Activity: Q3 2018 in Review

87 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q3 2018, worth a combined $219M — up 5.2% from $208M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AROW and 8 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 31 added.

The largest buyer was Renaissance Technologies, adding an estimated $460K. The largest seller was Arrow Financial, cutting an estimated $1.27M.

  • 87 institutional investors held Arrow Financial (AROW) as of Q3 2018, down from 88 in Q2 2018.
  • Funds reported $219M of Arrow Financial stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 8 funds opened new Arrow Financial positions in Q3 2018 and 9 closed out, a net change of -1 holder.
  • The largest Arrow Financial buyer in Q3 2018 was Renaissance Technologies, an estimated $460K added.
  • The largest Arrow Financial seller in Q3 2018 was Arrow Financial, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2018.