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Arrow Financial

92 hedge funds and large institutions have $129M invested in Arrow Financial in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more call options, than puts

Call options by funds: $33K | Put options by funds: $2K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 9392 (-1)

1.87% less ownership

Funds ownership: 46.26%44.39% (-1.9%)

14% less capital invested

Capital invested by funds: $150M → $129M (-$20.9M)

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
32
Reduced
39
Closed
11
Calls
$33K
Puts
$2K
Net Calls
+$31K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$29.1M +$1.6M +86,759 +5%
BlackRock
2
BlackRock
New York
$21.2M -$2M -108,472 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14M +$232K +12,579 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11M -$1.3M -70,692 -10%
State Street
5
State Street
Massachusetts
$7.43M +$44K +2,390 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.54M +$329K +17,864 +6%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.57M -$112K -6,077 -2%
Morgan Stanley
8
Morgan Stanley
New York
$3.26M +$1.3M +70,346 +58%
Northern Trust
9
Northern Trust
Illinois
$2.63M +$50.6K +2,747 +2%
American Century Companies
10
American Century Companies
Missouri
$2.57M +$335K +18,186 +14%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$2.55M +$1.12M +60,780 +68%
Charles Schwab
12
Charles Schwab
California
$2.16M +$114K +6,199 +5%
Franklin Resources
13
Franklin Resources
California
$2.14M -$249K -13,530 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.06M +$39.9K +2,169 +2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.96M +$594K +32,258 +39%
UBS Group
16
UBS Group
Switzerland
$1.06M -$516 -28 -0%
JIC
17
Johnson Investment Counsel
Ohio
$1.05M -$37 -2 -0%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1M -$169K -9,159 -13%
Two Sigma Investments
19
Two Sigma Investments
New York
$894K -$80.1K -4,351 -8%
N
20
Nuveen
North Carolina
$820K -$385K -20,923 -30%
Goldman Sachs
21
Goldman Sachs
New York
$678K -$37.5K -2,039 -5%
TCOV
22
Trust Company of Vermont
Vermont
$666K -$37 -2 -0%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$647K +$99.8K +5,420 +17%
Swiss National Bank
24
Swiss National Bank
Switzerland
$625K -$18 -1 -0%
Ameriprise
25
Ameriprise
Minnesota
$461K -$5.5K -299 -1%

AROW Hedge Fund Activity: Q3 2023 in Review

92 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q3 2023, worth a combined $129M — down 14% from $150M a quarter earlier.

Fund positioning in AROW was balanced in Q3 2023: 11 funds opened new positions, 11 closed out, 32 added to existing stakes and 39 trimmed.

The largest buyer was Arrow Financial, adding an estimated $1.6M. The largest seller was BlackRock, cutting an estimated $2M.

  • 92 institutional investors held Arrow Financial (AROW) as of Q3 2023, down from 93 in Q2 2023.
  • Funds reported $129M of Arrow Financial stock for Q3 2023, down 14% quarter-over-quarter.
  • 11 funds opened new Arrow Financial positions in Q3 2023 and 11 closed out, a net change of 0 holders.
  • The largest Arrow Financial buyer in Q3 2023 was Arrow Financial, an estimated $1.6M added.
  • The largest Arrow Financial seller in Q3 2023 was BlackRock, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2023.