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Arbor Realty Trust

319 hedge funds and large institutions have $1.66B invested in Arbor Realty Trust in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 91

9% more capital invested

Capital invested by funds: $1.52B → $1.66B (+$141M)

0.43% more ownership

Funds ownership: 56.13%56.56% (+0.43%)

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

8% less call options, than puts

Call options by funds: $243M | Put options by funds: $263M

1% less funds holding

Funds holding: 323319 (-4)

Holders
319
Holders Change
-4
Holders Change %
-1.24%
% of All Funds
4.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
123
Reduced
91
Closed
41
Calls
$243M
Puts
$263M
Net Calls
-$20.3M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
151
Kingsview Wealth Management
Oregon
$358K -$38.4K -2,762 -11%
NFSG
152
Newbridge Financial Services Group
Florida
$355K -$47.4K -3,412 -13%
BRWA
153
B. Riley Wealth Advisors
Florida
$354K +$99.4K +7,156 +45%
SW
154
SteelPeak Wealth
California
$340K -$30.6K -2,200 -9%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$339K
HHRDM
156
H&H Retirement Design & Management
Nevada
$334K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$325K +$14.3K +1,026 +5%
SS
158
Sunbelt Securities
Texas
$312K +$14.5K +1,041 +5%
EWM
159
Edge Wealth Management
New York
$311K
HVIA
160
Hudson Valley Investment Advisors
New York
$311K
SF
161
Synovus Financial
Georgia
$305K +$272K +19,600 New
TRCT
162
Tower Research Capital (TRC)
New York
$292K -$189K -13,585 -42%
1W
163
1776 Wealth
Georgia
$287K -$51K -3,672 -17%
GRP
164
Global Retirement Partners
California
$286K +$9.59K +690 +4%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$283K +$222 +16 +0.1%
AIP
166
Ameritas Investment Partners
Nebraska
$281K
NA
167
Navellier & Associates
Nevada
$280K -$30.3K -2,181 -11%
CIBC Asset Management
168
CIBC Asset Management
Ontario, Canada
$279K -$3.47K -250 -1%
SWA
169
SFMG Wealth Advisors
Texas
$272K +$49.6K +3,569 +26%
CIA
170
Concurrent Investment Advisors
Florida
$272K +$51.6K +3,715 +27%
GCM
171
Gables Capital Management
Florida
$272K -$50.5K -3,633 -17%
SFS
172
Sowell Financial Services
Arkansas
$268K +$14.7K +1,061 +7%
EGM
173
Engineers Gate Manager
New York
$266K +$238K +17,108 New
AWM
174
AE Wealth Management
Kansas
$258K +$88.3K +6,358 +62%
US Bancorp
175
US Bancorp
Minnesota
$257K +$13.6K +979 +6%

ABR Hedge Fund Activity: Q3 2024 in Review

319 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Arbor Realty Trust (ABR) for Q3 2024, worth a combined $1.66B — up 9.3% from $1.52B a quarter earlier.

Fund positioning in ABR was balanced in Q3 2024: 41 funds opened new positions, 41 closed out, 123 added to existing stakes and 91 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $5.53M.

  • 319 institutional investors held Arbor Realty Trust (ABR) as of Q3 2024, down from 323 in Q2 2024.
  • Funds reported $1.66B of Arbor Realty Trust stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 41 funds opened new Arbor Realty Trust positions in Q3 2024 and 41 closed out, a net change of 0 holders.
  • The largest Arbor Realty Trust buyer in Q3 2024 was Wasatch Advisors, an estimated $11.1M added.
  • The largest Arbor Realty Trust seller in Q3 2024 was Millennium Management, an estimated $5.53M sold.

Based on aggregated 13F filings for Q3 2024.