Arrow Electronics
472 hedge funds and large institutions have $7B invested in Arrow Electronics in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 178 reducing their positions, and 81 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
5% more capital invested
Capital invested by funds: $6.69B → $7B (+$318M)
0.43% less ownership
Funds ownership: 100.99% → 100.56% (-0.43%)
4% less funds holding
Funds holding: 494 → 472 (-22)
13% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 178
22% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 81
24% less call options, than puts
Call options by funds: $18.3M | Put options by funds: $24.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
Oldfield Partners
London,
United Kingdom
|
+$96.3M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$61M |
| 3 |
LAM
Lyrical Asset Management
New York
|
+$54.6M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$52.3M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$50.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$184M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$111M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$50.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$33.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$30.7M |
ARW Hedge Fund Activity: Q1 2024 in Review
472 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Arrow Electronics (ARW) for Q1 2024, worth a combined $7B — up 4.8% from $6.69B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of ARW and 63 opened new positions — a net loss of 18 holders — while 178 trimmed existing stakes and 155 added.
The largest buyer was Oldfield Partners, opening a new position worth an estimated $96.3M. The largest seller was Morgan Stanley, cutting an estimated $184M.
- 472 institutional investors held Arrow Electronics (ARW) as of Q1 2024, down from 494 in Q4 2023.
- Funds reported $7B of Arrow Electronics stock for Q1 2024, up 4.8% quarter-over-quarter.
- 63 funds opened new Arrow Electronics positions in Q1 2024 and 81 closed out, a net change of -18 holders.
- The largest Arrow Electronics buyer in Q1 2024 was Oldfield Partners, an estimated $96.3M added.
- The largest Arrow Electronics seller in Q1 2024 was Morgan Stanley, an estimated $184M sold.
Based on aggregated 13F filings for Q1 2024.