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Arrow Financial

89 hedge funds and large institutions have $165M invested in Arrow Financial in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 46 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

9% more funds holding

Funds holding: 8289 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.31% less ownership

Funds ownership: 48.69%46.38% (-2.3%)

14% less capital invested

Capital invested by funds: $193M → $165M (-$27.8M)

54% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 46

Holders
89
Holders Change
+7
Holders Change %
+8.54%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
21
Reduced
46
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$34.8M +$52.9K +2,130 +0.1%
BlackRock
2
BlackRock
New York
$27.5M -$1.6M -64,493 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19M -$49.7K -2,001 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.7M -$22K -887 -0.1%
Renaissance Technologies
5
Renaissance Technologies
New York
$9.59M -$651K -26,212 -6%
State Street
6
State Street
Massachusetts
$8.46M -$418K -16,846 -4%
Northern Trust
7
Northern Trust
Illinois
$5.53M -$201K -8,105 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.46M +$215K +8,681 +4%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$2.52M +$9.61K +387 +0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.49M -$206K -8,301 -7%
Charles Schwab
11
Charles Schwab
California
$2.45M -$25.8K -1,041 -1%
Wells Fargo
12
Wells Fargo
California
$2.11M -$40.3K -1,622 -2%
N
13
Nuveen
North Carolina
$1.41M -$42.8K -1,724 -3%
WC
14
Walthausen & Co
New York
$1.35M +$69.7K +2,808 +5%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.12M +$1.21M +48,903 New
Bank of America
16
Bank of America
North Carolina
$1.07M -$114K -4,595 -9%
Franklin Resources
17
Franklin Resources
California
$1.07M +$170K +6,841 +17%
WG
18
Winton Group
United Kingdom
$954K +$17.4K +701 +2%
TCOV
19
Trust Company of Vermont
Vermont
$931K
MAM
20
Martingale Asset Management
Massachusetts
$920K -$624K -25,123 -39%
Swiss National Bank
21
Swiss National Bank
Switzerland
$865K
EVM
22
Eaton Vance Management
Massachusetts
$803K -$25 -1 -0%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$771K +$41.3K +1,663 +5%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$768K -$174K -7,001 -17%
Goldman Sachs
25
Goldman Sachs
New York
$740K -$36.4K -1,465 -4%

AROW Hedge Fund Activity: Q3 2020 in Review

89 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q3 2020, worth a combined $165M — down 14% from $193M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AROW positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 46 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.21M. The largest seller was BlackRock, cutting an estimated $1.6M.

  • 89 institutional investors held Arrow Financial (AROW) as of Q3 2020, up from 82 in Q2 2020.
  • Funds reported $165M of Arrow Financial stock for Q3 2020, down 14% quarter-over-quarter.
  • 11 funds opened new Arrow Financial positions in Q3 2020 and 4 closed out, a net change of +7 holders.
  • The largest Arrow Financial buyer in Q3 2020 was First Trust Advisors, an estimated $1.21M added.
  • The largest Arrow Financial seller in Q3 2020 was BlackRock, an estimated $1.6M sold.

Based on aggregated 13F filings for Q3 2020.