Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Arrow Electrs Inc (ARW)

523 + Investors. Track Smart Money conviction in ARW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +61
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — ARW

Based on 526 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ARW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
526 hedge funds hold ARW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

289 buying219 selling
Last quarter: 289 funds bought or added vs 219 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new ARW position: 101 → 68 → 85 → 114. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
332 out of 526 hedge funds have held ARW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+23% value, -1% shares)

Value
+22%
Shares
0%
Last quarter: total value of institutional ARW holdings rose +23% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

60 → 101 → 68 → 85 → 114 new funds/Q
New funds entering each quarter: 101 → 68 → 85 → 114. A growing number of institutions are discovering ARW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 532 holders: 365 (69%) are 2+ year veterans, 56 entered 1–2 years ago, and 111 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
51 of 525 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ARW

In 2026 Q1, 289 hedge funds were net buyers of ARW (114 opened a new position, 175 added to an existing one), while 219 reduced or exited (166 trimmed, 53 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 33% of total institutional value in ARW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +61 funds (more new holders than closures). Total institutional holders: 526.

Hedge Fund Ownership: ARW

How many hedge funds hold ARW — quarterly history vs. share price
Quarterly hedge fund ownership of ARW vs. share price

Market Analysis: ARW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Arrow Electrs Inc (ARW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ARW has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
ARW
+58.1%
XLK
+39.1%

ARW outperformed XLK by +19.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
ARW
+8.8%
XLK
+4.8%

Since the filing became public, ARW outperformed XLK by +4.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 3 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: ARW
523 + Investors

Track Smart Money conviction in ARW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 523 465 12.47%
13F Shares 54M 54M -0.6%
Total Value $7.28B $5.93B 22.84%
New Positions 114 85 +29
Increased Positions 174 126 +48
Closed Positions 56 96 -40
Reduced Positions 163 182 -19
Total Calls 4 2 100.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: ARW

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

523 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ARW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ARW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oldfield Partners LLP 11.50% 315,300 $45.2M
2 ACR Alpine Capital Research, LLC 7.66% 3,578,313 $513.2M
3 English Capital Management LLC 6.62% 78,875 $11.3M
4 Greenhaven Associates Inc 4.48% 1,895,860 $271.9M
5 GoodHaven Capital Management, LLC 3.49% 69,866 $10.0M
6 Polaris Capital Management, LLC 3.36% 286,603 $41.1M
7 Speece Thorson Capital Group Inc 3.30% 101,062 $14.5M
8 Lyrical Asset Management LP 2.78% 1,270,012 $182.1M
9 SG Capital Management LLC 2.70% 283,108 $40.6M
10 Towle & Co 2.50% 44,963 $6.4M
11 Buttonwood Financial Advisors Inc. 2.50% 52,016 $7.5M
12 Lakewood Capital Management, LP 2.31% 255,360 $36.6M
13 Fiduciary Management Inc /Wi/ 1.87% 1,048,441 $150.4M
14 ARGA Investment Management, LP 1.57% 333,265 $47.8M
15 Intrinsic Edge Capital Management LLC 1.55% 65,000 $9.3M
16 Optimize Financial Inc 1.43% 20,254 $2.9M
17 Mork Capital Management, LLC 1.43% 14,000 $2.0M
18 Tevis Investment Management 1.28% 15,652 $2.2M
19 Bragg Financial Advisors, Inc 1.22% 268,197 $38.5M
20 Sora Investors LLC 1.19% 90,000 $12.9M
21 Ironwood Investment Management LLC 1.15% 19,295 $2.8M
22 Two Point Capital Management, Inc. 1.14% 18,243 $2.6M
23 Hound Partners, LLC 0.99% 55,099 $7.9M
24 Dean Capital Management 0.94% 15,886 $2.3M
25 Kenora Financial, LLC 0.86% 17,079 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Arrow Electrs Inc (ARW)

What does the Smart Money Trend signal show for ARW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ARW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ARW?

Slight buying edge — 57% buying: Last quarter: 289 funds bought or added vs 219 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ARW holders?

Strong quality — 33% AUM from major funds: 51 of 525 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ARW?

63% of holders stayed for 2+ years: 332 out of 526 hedge funds have held ARW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Arrow Electrs Inc (ARW) following the 2026 Q1 hedge fund 13F filings?

As of today, ARW has moved +8.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of +4.0%. Since the quarter end (March 31, 2026), ARW has gained +58.1% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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