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Arbor Realty Trust
ABR

297 hedge funds and large institutions have $1.51B invested in Arbor Realty Trust in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 117 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 85

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 296 → 297 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $1.52B → $1.51B (-$1.9M)

2.99% less ownership

Funds ownership: 56.51% → 53.52% (-3%)

55% less call options, than puts

Call options by funds: $63.5M | Put options by funds: $140M

Holders
297
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
117
Reduced
85
Closed
39
Calls
$63.5M
Puts
$140M
Net Calls
-$76.6M
Net Calls Change
+$28.3M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$84.5M
2
Osaic Holdings
Osaic Holdings
Arizona
+$11.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$11.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.78M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.12M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$98.8M
2
Millennium Management
Millennium Management
New York
-$33.8M
3
CLG
Cooperman Leon G
-$17M
4
N
Nuveen
North Carolina
-$11.3M
5
PAIM
Punch & Associates Investment Management
Minnesota
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$356K – – –
DA
152
Duality Advisers
Florida
$356K +$371K +23,445 New
FIA
153
Foundations Investment Advisors
Arizona
$348K +$97.5K +6,161 +37%
NWA
154
Navis Wealth Advisors
New York
$346K +$9.3K +588 +3%
MCM
155
MAI Capital Management
Ohio
$344K +$47 +3 +0%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$330K +$344K +21,763 New
Squarepoint
157
Squarepoint
New York
$329K +$343K +21,676 New
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$321K +$14K +882 +4%
B
159
Bailard
California
$316K +$132K +8,319 +67%
HHRDM
160
H&H Retirement Design & Management
Nevada
$313K +$5.81K +367 +2%
CMS
161
Capital Market Strategies
Florida
$309K – – –
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$309K -$71.1K -4,497 -19%
NFSG
163
Newbridge Financial Services Group
Florida
$304K +$90.4K +5,715 +40%
EWM
164
Edge Wealth Management
New York
$304K – – –
HVIA
165
Hudson Valley Investment Advisors
New York
$304K – – –
Point72 Asset Management
166
Point72 Asset Management
Connecticut
$301K +$313K +19,800 New
GCM
167
Gables Capital Management
Florida
$294K +$11.1K +700 +4%
RJT
168
Raymond James Trust
Florida
$294K +$965 +61 +0.3%
BC
169
Burney Company
Virginia
$289K -$3.64K -230 -1%
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$277K -$9.24K -584 -3%
PIA
171
Panoramic Investment Advisors
Colorado
$276K +$287K +18,156 New
AIP
172
Ameritas Investment Partners
Nebraska
$271K +$47.7K +3,014 +20%
CA
173
Cetera Advisors
Colorado
$270K -$690K -43,604 -71%
MC
174
Moors & Cabot
Massachusetts
$266K +$71.2K +4,500 +35%
RDIA
175
RE Dickinson Investment Advisors
Iowa
$257K +$267K +16,900 New
5 6
7
8 9

ABR Hedge Fund Activity: Q3 2023 in Review

297 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Arbor Realty Trust (ABR) for Q3 2023, worth a combined $1.51B — down 0.13% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new ABR positions and 39 closed out — a net gain of 5 holders — while 117 added to existing stakes and 85 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $84.5M. The largest seller was HSBC Holdings, exiting entirely with an estimated $98.8M sold.

  • 297 institutional investors held Arbor Realty Trust (ABR) as of Q3 2023, up from 296 in Q2 2023.
  • Funds reported $1.51B of Arbor Realty Trust stock for Q3 2023, down 0.13% quarter-over-quarter.
  • 44 funds opened new Arbor Realty Trust positions in Q3 2023 and 39 closed out, a net change of +5 holders.
  • The largest Arbor Realty Trust buyer in Q3 2023 was Goldman Sachs, an estimated $84.5M added.
  • The largest Arbor Realty Trust seller in Q3 2023 was HSBC Holdings, an estimated $98.8M sold.

Based on aggregated 13F filings for Q3 2023.