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Arrow Financial

109 hedge funds and large institutions have $222M invested in Arrow Financial in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

72% more capital invested

Capital invested by funds: $129M → $222M (+$92.9M)

18% more funds holding

Funds holding: 92109 (+17)

2.14% more ownership

Funds ownership: 44.39%46.53% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

70% less call options, than puts

Call options by funds: $34K | Put options by funds: $112K

Holders
109
Holders Change
+17
Holders Change %
+18.48%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
35
Reduced
34
Closed
11
Calls
$34K
Puts
$112K
Net Calls
-$78K
Net Calls Change
-$109K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$48.2M +$442K +18,937 +1%
BlackRock
2
BlackRock
New York
$35.1M +$166K +7,129 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.9M -$905K -38,821 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.7M -$231K -9,922 -2%
Morgan Stanley
5
Morgan Stanley
New York
$12.1M +$5.61M +240,768 +126%
State Street
6
State Street
Massachusetts
$10.5M -$1.45M -62,223 -14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.49M +$328K +14,083 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.33M -$149K -6,400 -2%
American Century Companies
9
American Century Companies
Missouri
$5.17M +$799K +34,291 +23%
Northern Trust
10
Northern Trust
Illinois
$4.13M -$156K -6,708 -4%
Franklin Resources
11
Franklin Resources
California
$3.77M +$212K +9,094 +7%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$3.63M -$470K -20,140 -13%
Charles Schwab
13
Charles Schwab
California
$3.6M +$42.4K +1,818 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.3M -$72.6K -3,112 -3%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$3.22M +$10.7K +458 +0.4%
ZIM
16
Zacks Investment Management
Illinois
$2.44M +$2.04M +87,364 New
UBS Group
17
UBS Group
Switzerland
$1.92M +$148K +6,347 +10%
N
18
Nuveen
North Carolina
$1.63M +$233K +10,001 +21%
JIC
19
Johnson Investment Counsel
Ohio
$1.61M -$96.3K -4,129 -7%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.14M -$421K -18,058 -31%
TCOV
21
Trust Company of Vermont
Vermont
$1.09M -$4.43K -190 -0.5%
Goldman Sachs
22
Goldman Sachs
New York
$1.02M -$74.2K -3,181 -8%
Millennium Management
23
Millennium Management
New York
$938K +$783K +33,579 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$862K -$167K -7,157 -19%
CAM
25
ClariVest Asset Management
California
$846K +$706K +30,278 New

AROW Hedge Fund Activity: Q4 2023 in Review

109 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q4 2023, worth a combined $222M — up 72% from $129M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AROW positions and 11 closed out — a net gain of 17 holders — while 35 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.61M. The largest seller was State Street, cutting an estimated $1.45M.

  • 109 institutional investors held Arrow Financial (AROW) as of Q4 2023, up from 92 in Q3 2023.
  • Funds reported $222M of Arrow Financial stock for Q4 2023, up 72% quarter-over-quarter.
  • 28 funds opened new Arrow Financial positions in Q4 2023 and 11 closed out, a net change of +17 holders.
  • The largest Arrow Financial buyer in Q4 2023 was Morgan Stanley, an estimated $5.61M added.
  • The largest Arrow Financial seller in Q4 2023 was State Street, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2023.