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Arrow Financial

81 hedge funds and large institutions have $195M invested in Arrow Financial in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

2% more capital invested

Capital invested by funds: $191M → $195M (+$4.46M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.24% less ownership

Funds ownership: 47.8%47.56% (-0.24%)

8% less funds holding

Funds holding: 8881 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
81
Holders Change
-7
Holders Change %
-7.95%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
31
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$46.1M -$38.8K -1,334 -0.1%
BlackRock
2
BlackRock
New York
$33.9M -$810K -27,856 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.2M +$540K +18,568 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.3M +$439K +15,103 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$11.3M +$357K +12,288 +3%
State Street
6
State Street
Massachusetts
$9.13M +$42.1K +1,450 +0.5%
Northern Trust
7
Northern Trust
Illinois
$7M +$175K +6,033 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.57M +$206K +7,098 +5%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$3.67M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.14M +$79.3K +2,727 +3%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$2.97M +$8.05K +277 +0.3%
Charles Schwab
12
Charles Schwab
California
$2.6M +$117K +4,022 +5%
Wells Fargo
13
Wells Fargo
California
$1.99M +$24.6K +846 +1%
WCM
14
Wedge Capital Management
North Carolina
$1.45M +$263K +9,043 +22%
WC
15
Walthausen & Co
New York
$1.37M
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.27M -$106K -3,635 -7%
TCOV
17
Trust Company of Vermont
Vermont
$1.16M -$6.95K -239 -0.6%
PSUF
18
People's United Financial
Connecticut
$1.11M -$6.74K -232 -0.6%
Bank of America
19
Bank of America
North Carolina
$1.04M +$106K +3,663 +11%
MAM
20
Martingale Asset Management
Massachusetts
$1.01M
Prudential Financial
21
Prudential Financial
New Jersey
$968K -$626K -21,546 -39%
First Trust Advisors
22
First Trust Advisors
Illinois
$868K +$11K +379 +1%
TCIM
23
TIAA CREF Investment Management
New York
$811K -$8.87K -305 -1%
TA
24
Teachers Advisors
New York
$778K
Swiss National Bank
25
Swiss National Bank
Switzerland
$778K +$23.6K +811 +3%

AROW Hedge Fund Activity: Q1 2019 in Review

81 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q1 2019, worth a combined $195M — up 2.3% from $191M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AROW and 3 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 31 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $540K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $1.02M sold.

  • 81 institutional investors held Arrow Financial (AROW) as of Q1 2019, down from 88 in Q4 2018.
  • Funds reported $195M of Arrow Financial stock for Q1 2019, up 2.3% quarter-over-quarter.
  • 3 funds opened new Arrow Financial positions in Q1 2019 and 10 closed out, a net change of -7 holders.
  • The largest Arrow Financial buyer in Q1 2019 was Dimensional Fund Advisors, an estimated $540K added.
  • The largest Arrow Financial seller in Q1 2019 was Hotchkis & Wiley Capital Management, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2019.