Arrow Electronics
315 hedge funds and large institutions have $5.24B invested in Arrow Electronics in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 132 reducing their positions, and 20 closing their positions.
135% more call options, than puts
Call options by funds: $5.05M | Put options by funds: $2.15M
120% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 20
14% more capital invested
Capital invested by funds: $4.59B → $5.24B (+$649M)
8% more funds holding
Funds holding: 292 → 315 (+23)
1.3% more ownership
Funds ownership: 94.55% → 95.85% (+1.3%)
26% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 132
83% less funds holding in top 10
Funds holding in top 10: 6 → 1 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$107M |
| 2 |
Axa
Paris,
France
|
+$23.7M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$21.1M |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$19.8M |
| 5 |
Bank of New York Mellon
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$116M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$42.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$14.9M |
| 4 |
JP Morgan Chase
New York
|
-$10.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$9.38M |
ARW Hedge Fund Activity: Q4 2013 in Review
315 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Arrow Electronics (ARW) for Q4 2013, worth a combined $5.24B — up 14% from $4.59B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new ARW positions and 20 closed out — a net gain of 24 holders — while 98 added to existing stakes and 132 trimmed.
The largest buyer was AJO LP, adding an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $116M.
- 315 institutional investors held Arrow Electronics (ARW) as of Q4 2013, up from 292 in Q3 2013.
- Funds reported $5.24B of Arrow Electronics stock for Q4 2013, up 14% quarter-over-quarter.
- 44 funds opened new Arrow Electronics positions in Q4 2013 and 20 closed out, a net change of +24 holders.
- The largest Arrow Electronics buyer in Q4 2013 was AJO LP, an estimated $107M added.
- The largest Arrow Electronics seller in Q4 2013 was Fidelity Investments, an estimated $116M sold.
Based on aggregated 13F filings for Q4 2013.