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Arrow Financial

91 hedge funds and large institutions have $240M invested in Arrow Financial in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $242M → $240M (-$2.64M)

1% less funds holding

Funds holding: 9291 (-1)

1.29% less ownership

Funds ownership: 47.41%46.13% (-1.3%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

32% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 44

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
30
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$51.1M +$1.13M +34,357 +2%
BlackRock
2
BlackRock
New York
$38.6M -$744K -22,678 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.2M -$2.15M -65,629 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.4M -$111K -3,390 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$12.8M +$5.2M +158,566 +67%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.9M +$247K +7,533 +2%
State Street
7
State Street
Massachusetts
$11.7M -$728K -22,185 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.5M +$52.5K +1,599 +0.6%
Northern Trust
9
Northern Trust
Illinois
$6.26M -$80.7K -2,457 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.85M +$40K +1,219 +1%
Charles Schwab
11
Charles Schwab
California
$3.71M +$32.4K +987 +0.9%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$3.6M +$11.5K +350 +0.3%
Franklin Resources
13
Franklin Resources
California
$3.6M -$66 -2 -0%
PPA
14
Parametric Portfolio Associates
Washington
$2.37M +$27.1K +825 +1%
WC
15
Walthausen & Co
New York
$2.27M -$241K -7,328 -9%
N
16
Nuveen
North Carolina
$1.87M -$70.2K -2,138 -4%
Wells Fargo
17
Wells Fargo
California
$1.74M +$7.52K +229 +0.4%
JIC
18
Johnson Investment Counsel
Ohio
$1.6M -$33 -1 -0%
EVM
19
Eaton Vance Management
Massachusetts
$1.34M
TCOV
20
Trust Company of Vermont
Vermont
$1.27M
Swiss National Bank
21
Swiss National Bank
Switzerland
$1.21M -$33 -1 -0%
American Century Companies
22
American Century Companies
Missouri
$1.2M +$158K +4,818 +15%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.14M -$57.1K -1,741 -5%
Goldman Sachs
24
Goldman Sachs
New York
$1.11M +$4.92K +150 +0.4%
Bank of America
25
Bank of America
North Carolina
$915K -$266K -8,101 -22%

AROW Hedge Fund Activity: Q3 2021 in Review

91 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q3 2021, worth a combined $240M — down 1.1% from $242M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of AROW and 5 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 30 added.

The largest buyer was Fidelity Investments, adding an estimated $5.2M. The largest seller was Vanguard Group, cutting an estimated $2.15M.

  • 91 institutional investors held Arrow Financial (AROW) as of Q3 2021, down from 92 in Q2 2021.
  • Funds reported $240M of Arrow Financial stock for Q3 2021, down 1.1% quarter-over-quarter.
  • 5 funds opened new Arrow Financial positions in Q3 2021 and 6 closed out, a net change of -1 holder.
  • The largest Arrow Financial buyer in Q3 2021 was Fidelity Investments, an estimated $5.2M added.
  • The largest Arrow Financial seller in Q3 2021 was Vanguard Group, an estimated $2.15M sold.

Based on aggregated 13F filings for Q3 2021.