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Arrow Financial

81 hedge funds and large institutions have $178M invested in Arrow Financial in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 25

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 47.9%47.78% (-0.11%)

4% less funds holding

Funds holding: 8481 (-3)

26% less capital invested

Capital invested by funds: $241M → $178M (-$63.2M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
34
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$39.2M -$260K -8,863 -0.6%
BlackRock
2
BlackRock
New York
$31M +$294K +10,035 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20M +$1.45M +49,378 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.3M -$53.5K -1,823 -0.2%
Renaissance Technologies
5
Renaissance Technologies
New York
$11.7M +$643K +21,932 +5%
State Street
6
State Street
Massachusetts
$9.23M -$172K -5,871 -2%
Northern Trust
7
Northern Trust
Illinois
$6.36M +$339K +11,555 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.57M +$306K +10,451 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.93M -$89.4K -3,050 -3%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$2.7M +$10.8K +369 +0.3%
Charles Schwab
11
Charles Schwab
California
$2.49M +$63.8K +2,177 +2%
Wells Fargo
12
Wells Fargo
California
$2.16M +$371K +12,641 +17%
MAM
13
Martingale Asset Management
Massachusetts
$1.61M +$36.3K +1,238 +2%
N
14
Nuveen
North Carolina
$1.61M -$2.11K -72 -0.1%
WC
15
Walthausen & Co
New York
$1.38M +$117K +4,007 +8%
TCOV
16
Trust Company of Vermont
Vermont
$1.06M +$68.3K +2,329 +6%
EVM
17
Eaton Vance Management
Massachusetts
$866K
Bessemer Group
18
Bessemer Group
New Jersey
$837K +$33K +1,125 +3%
Bank of America
19
Bank of America
North Carolina
$820K -$211K -7,202 -18%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$792K -$168K -5,740 -15%
WG
21
Winton Group
United Kingdom
$780K +$227K +7,730 +33%
JP Morgan Chase
22
JP Morgan Chase
New York
$775K +$112K +3,803 +14%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$759K +$193K +6,572 +27%
Swiss National Bank
24
Swiss National Bank
Switzerland
$730K +$13.2K +450 +2%
PPA
25
Parametric Portfolio Associates
Washington
$720K -$155K -5,295 -15%

AROW Hedge Fund Activity: Q1 2020 in Review

81 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q1 2020, worth a combined $178M — down 26% from $241M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AROW and 4 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 34 added.

The largest buyer was Vanguard Group, adding an estimated $1.45M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $1.2M sold.

  • 81 institutional investors held Arrow Financial (AROW) as of Q1 2020, down from 84 in Q4 2019.
  • Funds reported $178M of Arrow Financial stock for Q1 2020, down 26% quarter-over-quarter.
  • 4 funds opened new Arrow Financial positions in Q1 2020 and 6 closed out, a net change of -2 holders.
  • The largest Arrow Financial buyer in Q1 2020 was Vanguard Group, an estimated $1.45M added.
  • The largest Arrow Financial seller in Q1 2020 was Wedge Capital Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2020.