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Arrow Financial

88 hedge funds and large institutions have $191M invested in Arrow Financial in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

1% more funds holding

Funds holding: 8788 (+1)

0.33% more ownership

Funds ownership: 47.47%47.8% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less capital invested

Capital invested by funds: $219M → $191M (-$28M)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
31
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$45M -$592K -19,940 -1%
BlackRock
2
BlackRock
New York
$33.7M +$661K +22,260 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.1M +$278K +9,361 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$19.3M +$11.5K +387 +0.1%
Renaissance Technologies
5
Renaissance Technologies
New York
$10.7M +$392K +13,222 +4%
State Street
6
State Street
Massachusetts
$8.85M -$74.1K -2,496 -0.8%
Northern Trust
7
Northern Trust
Illinois
$6.64M +$126K +4,238 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.25M +$210K +7,074 +5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$3.57M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.98M +$57.8K +1,948 +2%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$2.89M +$169K +5,701 +6%
Charles Schwab
12
Charles Schwab
California
$2.42M +$53.3K +1,795 +2%
Wells Fargo
13
Wells Fargo
California
$1.92M +$55.6K +1,873 +3%
Prudential Financial
14
Prudential Financial
New Jersey
$1.54M -$130K -4,390 -7%
Morgan Stanley
15
Morgan Stanley
New York
$1.36M -$149K -5,003 -9%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.34M -$30.1K -1,015 -2%
WC
17
Walthausen & Co
New York
$1.33M +$77.8K +2,620 +6%
WCM
18
Wedge Capital Management
North Carolina
$1.16M -$8.43K -284 -0.7%
TCOV
19
Trust Company of Vermont
Vermont
$1.14M -$89 -3 -0%
PSUF
20
People's United Financial
Connecticut
$1.09M -$6.92K -233 -0.6%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$1.02M -$72.1K -2,430 -6%
MAM
22
Martingale Asset Management
Massachusetts
$987K -$41.4K -1,393 -4%
Bank of America
23
Bank of America
North Carolina
$914K +$112K +3,762 +13%
First Trust Advisors
24
First Trust Advisors
Illinois
$834K -$574K -19,341 -39%
TCIM
25
TIAA CREF Investment Management
New York
$798K -$5.55K -187 -0.6%

AROW Hedge Fund Activity: Q4 2018 in Review

88 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q4 2018, worth a combined $191M — down 13% from $219M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AROW positions and 9 closed out — a net gain of 1 holder — while 31 added to existing stakes and 28 trimmed.

The largest buyer was NBT Bank, opening a new position worth an estimated $763K. The largest seller was Arrow Financial, cutting an estimated $592K.

  • 88 institutional investors held Arrow Financial (AROW) as of Q4 2018, up from 87 in Q3 2018.
  • Funds reported $191M of Arrow Financial stock for Q4 2018, down 13% quarter-over-quarter.
  • 10 funds opened new Arrow Financial positions in Q4 2018 and 9 closed out, a net change of +1 holder.
  • The largest Arrow Financial buyer in Q4 2018 was NBT Bank, an estimated $763K added.
  • The largest Arrow Financial seller in Q4 2018 was Arrow Financial, an estimated $592K sold.

Based on aggregated 13F filings for Q4 2018.