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Arbor Realty Trust

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: 12 (+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: 297317 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
201
Alpha Cubed Investments
California
$200K +$11.3K +825 +7%
MC
202
Moors & Cabot
Massachusetts
$197K -$61.9K -4,500 -26%
PA
203
Profund Advisors
Maryland
$194K +$32.2K +2,339 +22%
PWM
204
Palumbo Wealth Management
New York
$194K +$6.04K +439 +4%
TRCT
205
Tower Research Capital (TRC)
New York
$185K +$20.1K +1,464 +14%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$183K +$303 +22 +0.2%
SBIA
207
Sheaff Brock Investment Advisors
Indiana
$181K
GRP
208
Global Retirement Partners
California
$181K +$135K +9,811 +345%
C
209
Covestor
United Kingdom
$174K +$21.7K +1,579 +16%
IWC
210
Integrated Wealth Concepts
Massachusetts
$173K -$275 -20 -0.2%
CAL
211
Capital Analysts LLC
Pennsylvania
$172K +$1.51K +110 +1%
X
212
Xponance
Pennsylvania
$169K +$4.97K +361 +3%
MFFIA
213
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$169K +$153K +11,127 New
CRI
214
Colonial River Investments
Virginia
$167K +$151K +10,980 New
HIMC
215
Heritage Investors Management Corp
Maryland
$161K +$146K +10,603 New
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$160K
ACM
217
Advisors Capital Management
New Jersey
$159K +$144K +10,461 New
BCM
218
Bayesian Capital Management
New York
$153K +$138K +10,064 New
PCP
219
Proficio Capital Partners
Massachusetts
$153K
NRC
220
New Republic Capital
North Carolina
$152K -$69.5K -5,053 -34%
AA
221
Ancora Advisors
Ohio
$152K
AGP
222
Autumn Glory Partners
Texas
$152K +$138K +10,000 New
AWM
223
Avior Wealth Management
Nebraska
$136K +$10.5K +761 +9%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$129K -$12.7K -926 -10%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$124K +$112K +8,148 New

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.