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Arbor Realty Trust

170 hedge funds and large institutions have $575M invested in Arbor Realty Trust in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 42 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 42

39% more capital invested

Capital invested by funds: $413M → $575M (+$162M)

3.61% more ownership

Funds ownership: 48.35%51.96% (+3.6%)

4% less funds holding

Funds holding: 177170 (-7)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

65% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $3.16M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
170
Holders Change
-7
Holders Change %
-3.95%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
27
Increased
97
Reduced
42
Closed
31
Calls
$1.12M
Puts
$3.16M
Net Calls
-$2.04M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M +$14.4M +1,182,084 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$44.1M +$778K +64,067 +2%
LSV Asset Management
3
LSV Asset Management
Illinois
$39.7M +$11.7M +965,580 +46%
CLG
4
Cooperman Leon G
$34.6M +$32.4M +2,666,703 New
UBS Group
5
UBS Group
Switzerland
$27.3M -$3.79M -311,808 -13%
WA
6
Wasatch Advisors
Utah
$25.6M -$4.54M -373,579 -16%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$23.2M -$1.28M -105,735 -6%
State Street
8
State Street
Massachusetts
$21.8M +$180K +14,843 +0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.1M +$15.4M +1,270,172 +2,657%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$16.2M +$757K +62,331 +5%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.6M -$2.05M -168,898 -14%
Allianz Asset Management
12
Allianz Asset Management
Germany
$11.6M +$4.66M +383,705 +75%
Northern Trust
13
Northern Trust
Illinois
$11.3M +$766K +63,063 +8%
Morgan Stanley
14
Morgan Stanley
New York
$11.1M +$2.04M +167,835 +25%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$10.7M +$888K +73,154 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.5M +$3.46M +284,650 +97%
Citadel Advisors
17
Citadel Advisors
Florida
$7.35M +$579K +47,673 +9%
Millennium Management
18
Millennium Management
New York
$5.74M +$3.21M +264,741 +149%
NA
19
Navellier & Associates
Nevada
$5.54M +$245K +20,214 +5%
Charles Schwab
20
Charles Schwab
California
$5.25M +$370K +30,453 +8%
Invesco
21
Invesco
Georgia
$5.13M -$402K -33,124 -8%
PAIM
22
Punch & Associates Investment Management
Minnesota
$4.78M +$189K +15,596 +4%
VanEck Associates
23
VanEck Associates
New York
$4.46M -$169K -13,885 -4%
DFG
24
Delphi Financial Group
Delaware
$4.44M +$55K +4,531 +1%
Bank of America
25
Bank of America
North Carolina
$3.26M -$964K -79,408 -24%

ABR Hedge Fund Activity: Q1 2019 in Review

170 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Arbor Realty Trust (ABR) for Q1 2019, worth a combined $575M — up 39% from $413M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of ABR and 27 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 97 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $15.4M. The largest seller was JP Morgan Chase, cutting an estimated $10.5M.

  • 170 institutional investors held Arbor Realty Trust (ABR) as of Q1 2019, down from 177 in Q4 2018.
  • Funds reported $575M of Arbor Realty Trust stock for Q1 2019, up 39% quarter-over-quarter.
  • 27 funds opened new Arbor Realty Trust positions in Q1 2019 and 31 closed out, a net change of -4 holders.
  • The largest Arbor Realty Trust buyer in Q1 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $15.4M added.
  • The largest Arbor Realty Trust seller in Q1 2019 was JP Morgan Chase, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2019.