Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARROW ELECTRS INC (ARW)

445 + 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
↓ -10
Streak
2Q ▼
Buyers last Q
43%

Smart Money Signals — ARW

Based on 441 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ARW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
441 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ARW is almost the same as a year ago (+7 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

202 buying269 selling
Last quarter: 269 funds reduced or exited vs 202 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new ARW position: 56 → 97 → 67 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 15% new
301 out of 441 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.
➡️

Steady discovery — ~83 new funds/quarter

63 → 56 → 97 → 67 → 83 new funds/Q
New funds entering each quarter: 56 → 97 → 67 → 83. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Of 445 current holders: 316 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
41 of 441 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ARW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

63 top-rated funds 4 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: ARW
2026 Q1 Stats Unlock in 22 days 445 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 445 457 -2.63%
13F Shares 53M 55M -1.98%
Total Value $5.88B $6.59B -10.81%
New Positions 83 69 +14
Increased Positions 124 158 -34
Closed Positions 97 82 +15
Reduced Positions 179 163 +16
Total Calls 2 4 -50.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: ARW

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

445 + investors

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

Top 25 institutional holders of ARW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GREENHAVEN ASSOCIATES INC 4.48% 1,895,860 $271.9M
2 Polaris Capital Management, LLC 3.36% 286,603 $41.1M
3 Buttonwood Financial Advisors Inc. 2.50% 52,016 $7.5M
4 DELPHI MANAGEMENT INC /MA/ 1.49% 8,672 $1K
5 Two Point Capital Management, Inc. 1.14% 18,243 $2.6M
6 Kenora Financial, LLC 0.86% 17,079 $2.4M
7 OPPENHEIMER ASSET MANAGEMENT INC. 0.85% 519,417 $74.5M
8 Kendall Capital Management 0.74% 25,175 $3.6M
9 Traub Capital Management LLC 0.43% 3,005 $431K
10 MQS Management LLC 0.35% 3,642 $522K
11 DIVERSIFIED MANAGEMENT INC 0.30% 12,298 $1.8M
12 Accurate Wealth Management, LLC 0.16% 8,277 $1.3M
13 FOSTER & MOTLEY INC 0.12% 16,190 $2K
14 STEINBERGANNA WEALTH MANAGEMENT 0.12% 1,713 $246K
15 Sendero Wealth Management, LLC 0.11% 6,915 $992K
16 PZENA INVESTMENT MANAGEMENT LLC 0.10% 211,048 $30.3M
17 Abacus Wealth Partners, LLC 0.07% 5,245 $752K
18 State of Alaska, Department of Revenue 0.06% 40,665 $6K
19 Bayforest Capital Ltd 0.06% 356 $51K
20 Marex Group plc 0.06% 17,450 $2.1M
21 Inspire Investing, LLC 0.05% 4,609 $661K
22 STEPH & CO 0.05% 1,283 $184K
23 Abacus Planning Group, Inc. 0.04% 2,280 $327K
24 Turtle Creek Wealth Advisors, LLC 0.04% 3,717 $533K
25 BURNS J W & CO INC/NY 0.04% 2,370 $340K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ARW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ARW?

More sellers than buyers — 43% buying: Last quarter: 269 funds reduced or exited vs 202 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ARW holders?

Elite ownership — 40% AUM from top-100 funds: 41 of 441 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in ARW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ARW?

68% of holders stayed for 2+ years: 301 out of 441 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.

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.