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Arbor Realty Trust
ABR

317 hedge funds and large institutions have $1.67B invested in Arbor Realty Trust in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

72% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 75

10% more capital invested

Capital invested by funds: $1.51B → $1.67B (+$154M)

7% more funds holding

Funds holding: 297 → 317 (+20)

4.82% more ownership

Funds ownership: 53.52% → 58.33% (+4.8%)

56% less call options, than puts

Call options by funds: $119M | Put options by funds: $271M

Holders
317
Holders Change
+20
Holders Change %
+6.73%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
129
Reduced
75
Closed
29
Calls
$119M
Puts
$271M
Net Calls
-$152M
Net Calls Change
-$75.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.1M
2
BlackRock
BlackRock
New York
+$19.4M
3
Norges Bank
Norges Bank
Norway
+$17M
4
ACL
Azora Capital LP
Florida
+$13.5M
5
WA
Wasatch Advisors
Utah
+$10M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$12.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$11M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.36M
4
SIA
Soltis Investment Advisors
Utah
-$3.46M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$468K +$13.8K +1,000 +3%
AAS
152
Avantax Advisory Services
Texas
$467K +$25.2K +1,833 +6%
XT
153
XTX Topco
Cayman Islands
$459K +$416K +30,231 New
JIP
154
Jaffetilchin Investment Partners
Florida
$431K +$390K +28,385 New
Allianz Asset Management
155
Allianz Asset Management
Germany
$428K – – –
ASN
156
Advisory Services Network
Georgia
$417K -$30.8K -2,236 -8%
IRC
157
Investors Research Corp
Georgia
$408K – – –
KWM
158
Kingsview Wealth Management
Oregon
$382K +$4.22K +307 +1%
ECM
159
Everence Capital Management
Indiana
$368K – – –
DADC
160
D.A. Davidson & Co
Montana
$366K +$1.04K +76 +0.3%
MCM
161
MAI Capital Management
Ohio
$363K +$17.4K +1,265 +6%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$361K +$43.2K +3,143 +16%
NWA
163
Navis Wealth Advisors
New York
$358K +$10.6K +768 +3%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$356K – – –
BHCM
165
Brevan Howard Capital Management
Jersey
$350K +$98.9K +7,188 +45%
BRWA
166
B. Riley Wealth Advisors
Florida
$332K +$83K +6,037 +38%
RJT
167
Raymond James Trust
Florida
$331K +$33.7K +2,452 +13%
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$330K – – –
GC
169
Guggenheim Capital
Illinois
$330K -$247K -17,921 -45%
CMS
170
Capital Market Strategies
Florida
$324K -$13.8K -1,000 -4%
GCM
171
Gables Capital Management
Florida
$323K +$25.6K +1,860 +10%
NA
172
Navellier & Associates
Nevada
$320K +$67.8K +4,932 +31%
PAG
173
Private Advisor Group
New Jersey
$308K -$865K -62,903 -76%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$307K -$12.5K -906 -4%
EWM
175
Edge Wealth Management
New York
$304K – – –
5 6
7
8 9

ABR Hedge Fund Activity: Q4 2023 in Review

317 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Arbor Realty Trust (ABR) for Q4 2023, worth a combined $1.67B — up 10% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new ABR positions and 29 closed out — a net gain of 26 holders — while 129 added to existing stakes and 75 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.1M. The largest seller was Goldman Sachs, cutting an estimated $12.7M.

  • 317 institutional investors held Arbor Realty Trust (ABR) as of Q4 2023, up from 297 in Q3 2023.
  • Funds reported $1.67B of Arbor Realty Trust stock for Q4 2023, up 10% quarter-over-quarter.
  • 55 funds opened new Arbor Realty Trust positions in Q4 2023 and 29 closed out, a net change of +26 holders.
  • The largest Arbor Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $32.1M added.
  • The largest Arbor Realty Trust seller in Q4 2023 was Goldman Sachs, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2023.