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Arrow Electronics

473 hedge funds and large institutions have $7.69B invested in Arrow Electronics in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 221 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $1.99M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 48

12% more capital invested

Capital invested by funds: $6.83B → $7.69B (+$853M)

1% more funds holding

Funds holding: 469473 (+4)

0.64% more ownership

Funds ownership: 94.54%95.18% (+0.64%)

48% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 221

Holders
473
Holders Change
+4
Holders Change %
+0.85%
% of All Funds
7.43%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
54
Increased
114
Reduced
221
Closed
48
Calls
$4.01M
Puts
$1.99M
Net Calls
+$2.02M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.1B +$25.8M +206,939 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$921M -$21.5M -172,648 -3%
LSV Asset Management
3
LSV Asset Management
Illinois
$375M -$7.08M -56,874 -2%
State Street
4
State Street
Massachusetts
$362M -$22.4M -180,291 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$362M -$7.94M -63,785 -2%
CB
6
Cooke & Bieler
Pennsylvania
$331M -$58.6M -470,881 -17%
AQR Capital Management
7
AQR Capital Management
Connecticut
$273M -$12.3M -98,977 -5%
GA
8
Greenhaven Associates
New York
$215M +$103M +826,051 +123%
LAM
9
Lyrical Asset Management
New York
$164M -$11M -88,159 -7%
EARNEST Partners
10
EARNEST Partners
Georgia
$156M +$5.83M +46,868 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$121M +$1.13M +9,062 +1%
Ameriprise
12
Ameriprise
Minnesota
$117M -$2.03M -16,281 -2%
Bank of America
13
Bank of America
North Carolina
$108M -$11.8M -94,815 -11%
FMI
14
Fiduciary Management Inc
Wisconsin
$105M +$4.37M +35,115 +5%
Norges Bank
15
Norges Bank
Norway
$100M +$9.74M +78,254 +13%
Northern Trust
16
Northern Trust
Illinois
$99.6M -$3.15M -25,304 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$96.8M -$5.87M -47,147 -7%
Morgan Stanley
18
Morgan Stanley
New York
$93.3M -$3.95M -31,743 -5%
DnB Asset Management
19
DnB Asset Management
Norway
$86.8M +$4.67M +37,532 +7%
Invesco
20
Invesco
Georgia
$85.8M -$22.1M -177,780 -23%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$82.5M -$2.68M -21,560 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
22
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$81.1M +$12.3M +99,034 +21%
Boston Partners
23
Boston Partners
Massachusetts
$74.9M -$5.22M -41,935 -7%
PCM
24
Polaris Capital Management
Massachusetts
$70.6M -$1.58M -12,700 -3%
Charles Schwab
25
Charles Schwab
California
$64.7M -$1.15M -9,274 -2%

ARW Hedge Fund Activity: Q2 2023 in Review

473 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Arrow Electronics (ARW) for Q2 2023, worth a combined $7.69B — up 12% from $6.83B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new ARW positions and 48 closed out — a net gain of 6 holders — while 114 added to existing stakes and 221 trimmed.

The largest buyer was Greenhaven Associates, adding an estimated $103M. The largest seller was Cooke & Bieler, cutting an estimated $58.6M.

  • 473 institutional investors held Arrow Electronics (ARW) as of Q2 2023, up from 469 in Q1 2023.
  • Funds reported $7.69B of Arrow Electronics stock for Q2 2023, up 12% quarter-over-quarter.
  • 54 funds opened new Arrow Electronics positions in Q2 2023 and 48 closed out, a net change of +6 holders.
  • The largest Arrow Electronics buyer in Q2 2023 was Greenhaven Associates, an estimated $103M added.
  • The largest Arrow Electronics seller in Q2 2023 was Cooke & Bieler, an estimated $58.6M sold.

Based on aggregated 13F filings for Q2 2023.