Arlo Technologies
ARLO
216 hedge funds and large institutions have $1.04B invested in Arlo Technologies in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 75 reducing their positions, and 30 closing their positions.
824% more call options, than puts
Call options by funds: $5.75M | Put options by funds: $622K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
33% more capital invested
Capital invested by funds: $782M → $1.04B (+$254M)
5% more funds holding
Funds holding: 206 → 216 (+10)
8% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 75
1.39% less ownership
Funds ownership: 86.76% → 85.38% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$10.3M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$6.54M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$6.11M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$5.87M |
| 5 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
+$5.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$7.8M |
| 3 |
Millennium Management
New York
|
-$5.72M |
| 4 |
CC
Cannell Capital
Alta,
Wyoming
|
-$5.01M |
| 5 |
GIPM
G2 Investment Partners Management
New York
|
-$4.9M |
ARLO Hedge Fund Activity: Q1 2024 in Review
216 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Arlo Technologies (ARLO) for Q1 2024, worth a combined $1.04B — up 33% from $782M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new ARLO positions and 30 closed out — a net gain of 11 holders — while 69 added to existing stakes and 75 trimmed.
The largest buyer was Granite Investment Partners, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $17M.
- 216 institutional investors held Arlo Technologies (ARLO) as of Q1 2024, up from 206 in Q4 2023.
- Funds reported $1.04B of Arlo Technologies stock for Q1 2024, up 33% quarter-over-quarter.
- 41 funds opened new Arlo Technologies positions in Q1 2024 and 30 closed out, a net change of +11 holders.
- The largest Arlo Technologies buyer in Q1 2024 was Granite Investment Partners, an estimated $10.3M added.
- The largest Arlo Technologies seller in Q1 2024 was Morgan Stanley, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2024.