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Arrow Financial

104 hedge funds and large institutions have $238M invested in Arrow Financial in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

13% more capital invested

Capital invested by funds: $212M → $238M (+$26.7M)

12% more funds holding

Funds holding: 93104 (+11)

1.07% more ownership

Funds ownership: 48.64%49.71% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
104
Holders Change
+11
Holders Change %
+11.83%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
35
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Arrow Financial
New York
$56.5M +$668K +23,198 +1%
BlackRock
2
BlackRock
New York
$38.7M +$1.62M +56,072 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.4M -$824K -28,616 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.7M +$678K +23,518 +3%
State Street
5
State Street
Massachusetts
$11.3M +$29.4K +1,022 +0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.7M -$495K -17,199 -4%
American Century Companies
7
American Century Companies
Missouri
$8.38M +$741K +25,732 +10%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.96M -$265K -9,200 -4%
Morgan Stanley
9
Morgan Stanley
New York
$6.87M +$2.21M +76,858 +47%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$4.43M -$530K -18,382 -11%
Northern Trust
11
Northern Trust
Illinois
$4.2M +$118K +4,080 +3%
Charles Schwab
12
Charles Schwab
California
$3.61M -$231K -8,028 -6%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$3.4M +$31.7K +1,100 +0.9%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$3.35M +$13.1K +454 +0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.31M -$403K -14,001 -11%
Franklin Resources
16
Franklin Resources
California
$3.25M -$416K -14,430 -11%
Goldman Sachs
17
Goldman Sachs
New York
$2.12M +$715K +24,832 +51%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.74M +$1.75M +60,655 New
N
19
Nuveen
North Carolina
$1.67M
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.58M +$914K +31,741 +136%
JIC
21
Johnson Investment Counsel
Ohio
$1.14M
TCOV
22
Trust Company of Vermont
Vermont
$1.1M -$5.07K -176 -0.5%
Invesco
23
Invesco
Georgia
$1.09M -$251K -8,697 -19%
CAM
24
ClariVest Asset Management
California
$970K
Two Sigma Advisers
25
Two Sigma Advisers
New York
$964K -$164K -5,700 -14%

AROW Hedge Fund Activity: Q3 2024 in Review

104 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Arrow Financial (AROW) for Q3 2024, worth a combined $238M — up 13% from $212M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AROW positions and 3 closed out — a net gain of 11 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.21M. The largest seller was UBS Group, cutting an estimated $1.39M.

  • 104 institutional investors held Arrow Financial (AROW) as of Q3 2024, up from 93 in Q2 2024.
  • Funds reported $238M of Arrow Financial stock for Q3 2024, up 13% quarter-over-quarter.
  • 14 funds opened new Arrow Financial positions in Q3 2024 and 3 closed out, a net change of +11 holders.
  • The largest Arrow Financial buyer in Q3 2024 was Morgan Stanley, an estimated $2.21M added.
  • The largest Arrow Financial seller in Q3 2024 was UBS Group, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2024.