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Arrow Financial

100 hedge funds and large institutions have $195M invested in Arrow Financial in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% more ownership

Funds ownership: 46.53%47.01% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 109100 (-9)

12% less capital invested

Capital invested by funds: $222M → $195M (-$27M)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

76% less call options, than puts

Call options by funds: $20K | Put options by funds: $85K

Holders
100
Holders Change
-9
Holders Change %
-8.26%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
30
Reduced
37
Closed
17
Calls
$20K
Puts
$85K
Net Calls
-$65K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$45.7M +$2.52M +100,355 +6%
BlackRock
2
BlackRock
New York
$30M -$1.37M -54,520 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.9M +$267K +10,636 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.7M +$880K +35,108 +6%
State Street
5
State Street
Massachusetts
$9.43M +$59.2K +2,363 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$8.57M +$63.4K +2,530 +0.7%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.73M +$170K +6,784 +3%
American Century Companies
8
American Century Companies
Missouri
$5.87M +$1.24M +49,390 +27%
Morgan Stanley
9
Morgan Stanley
New York
$4.56M -$6.28M -250,404 -58%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$3.73M +$477K +19,036 +15%
Northern Trust
11
Northern Trust
Illinois
$3.64M -$58.5K -2,332 -2%
Franklin Resources
12
Franklin Resources
California
$3.37M
Charles Schwab
13
Charles Schwab
California
$3.26M +$36.4K +1,454 +1%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.9M +$13K +519 +0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.89M -$64.2K -2,562 -2%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$2.74M +$2.74M +109,330 New
UBS Group
17
UBS Group
Switzerland
$1.69M -$30.3K -1,210 -2%
N
18
Nuveen
North Carolina
$1.46M
Invesco
19
Invesco
Georgia
$1.31M +$898K +35,807 +216%
JIC
20
Johnson Investment Counsel
Ohio
$998K -$446K -17,800 -31%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$986K -$32.6K -1,300 -3%
TCOV
22
Trust Company of Vermont
Vermont
$964K -$9.38K -374 -1%
Ameriprise
23
Ameriprise
Minnesota
$920K +$259K +10,344 +39%
Goldman Sachs
24
Goldman Sachs
New York
$918K +$652 +26 +0.1%
CAM
25
ClariVest Asset Management
California
$906K +$149K +5,952 +20%

AROW Hedge Fund Activity: Q1 2024 in Review

100 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q1 2024, worth a combined $195M — down 12% from $222M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of AROW and 8 opened new positions — a net loss of 9 holders — while 37 trimmed existing stakes and 30 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.74M. The largest seller was Morgan Stanley, cutting an estimated $6.28M.

  • 100 institutional investors held Arrow Financial (AROW) as of Q1 2024, down from 109 in Q4 2023.
  • Funds reported $195M of Arrow Financial stock for Q1 2024, down 12% quarter-over-quarter.
  • 8 funds opened new Arrow Financial positions in Q1 2024 and 17 closed out, a net change of -9 holders.
  • The largest Arrow Financial buyer in Q1 2024 was Hotchkis & Wiley Capital Management, an estimated $2.74M added.
  • The largest Arrow Financial seller in Q1 2024 was Morgan Stanley, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2024.