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Arrow Financial

92 hedge funds and large institutions have $220M invested in Arrow Financial in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $196M → $220M (+$24M)

6% more funds holding

Funds holding: 8792 (+5)

0.25% more ownership

Funds ownership: 46.25%46.5% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$45.7M -$270K -9,179 -0.6%
BlackRock
2
BlackRock
New York
$39.9M +$2.32M +79,000 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.7M -$244K -8,293 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22.7M -$575K -19,560 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$11.5M -$770K -26,168 -6%
State Street
6
State Street
Massachusetts
$10.6M -$766K -26,036 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.21M -$47.5K -1,615 -0.7%
Northern Trust
8
Northern Trust
Illinois
$5.83M -$970K -32,969 -15%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.79M +$5.53K +188 +0.2%
Charles Schwab
10
Charles Schwab
California
$3.42M +$167K +5,672 +5%
Franklin Resources
11
Franklin Resources
California
$3.42M +$1.27M +43,283 +63%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$3.37M +$9.06K +308 +0.3%
WC
13
Walthausen & Co
New York
$2.06M +$266K +9,048 +15%
Wells Fargo
14
Wells Fargo
California
$2.05M -$639K -21,709 -24%
PPA
15
Parametric Portfolio Associates
Washington
$1.83M +$689K +23,428 +64%
N
16
Nuveen
North Carolina
$1.78M -$72.7K -2,472 -4%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.61M +$153K +5,208 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.29M +$78.3K +2,661 +7%
Bank of America
19
Bank of America
North Carolina
$1.28M +$313K +10,638 +34%
TCOV
20
Trust Company of Vermont
Vermont
$1.19M -$40K -1,359 -3%
Swiss National Bank
21
Swiss National Bank
Switzerland
$1.18M +$28.9K +984 +3%
Barclays
22
Barclays
United Kingdom
$1.14M +$222K +7,534 +25%
EVM
23
Eaton Vance Management
Massachusetts
$1.07M
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.03M -$55.6K -1,889 -5%
LPL Financial
25
LPL Financial
California
$922K +$654K +22,234 +278%

AROW Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q1 2021, worth a combined $220M — up 12% from $196M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AROW positions and 7 closed out — a net gain of 6 holders — while 21 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $2.32M. The largest seller was Northern Trust, cutting an estimated $970K.

  • 92 institutional investors held Arrow Financial (AROW) as of Q1 2021, up from 87 in Q4 2020.
  • Funds reported $220M of Arrow Financial stock for Q1 2021, up 12% quarter-over-quarter.
  • 13 funds opened new Arrow Financial positions in Q1 2021 and 7 closed out, a net change of +6 holders.
  • The largest Arrow Financial buyer in Q1 2021 was BlackRock, an estimated $2.32M added.
  • The largest Arrow Financial seller in Q1 2021 was Northern Trust, an estimated $970K sold.

Based on aggregated 13F filings for Q1 2021.