Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Arrow Electrs Inc (ARW)

625 + 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
↑ +104
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — ARW

Based on 633 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
633 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+29% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

364 buying246 selling
Last quarter: 364 funds were net buyers (155 opened a brand new position + 209 added to an existing one). Only 246 were sellers (195 trimmed + 51 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new ARW position: 68 → 85 → 115 → 155. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 18% medium ■ 23% new
370 out of 633 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.
💰

Value +46% but shares only +21% — price-driven

Value
+46%
Shares
+21%
Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +21%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

103 → 68 → 85 → 115 → 155 new funds/Q
New funds entering each quarter: 68 → 85 → 115 → 155. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 643 holders: 431 (67%) are 2+ year veterans, 55 entered 1–2 years ago, and 157 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
61 of 630 holders are among the 100 largest funds by AUM, controlling 49% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2, 364 hedge funds were net buyers of ARW (155 opened a new position, 209 added to an existing one), while 246 reduced or exited (195 trimmed, 51 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 49% of total institutional value in ARW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +104 funds (more new holders than closures). Total institutional holders: 633.

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 Q2 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 June 30, 2026 · 80d ago
ARW
-0.8%
XLK
-1.3%

ARW outperformed XLK by +0.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
ARW
-1.1%
XLK
-1.0%

Since the filing became public, ARW outperformed XLK by -0.1% .

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.

19 top-rated funds 3 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ARW
625 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 625 529 18.15%
13F Shares 52M 54M -2.16%
Total Value $10.59B $7.29B 45.2%
New Positions 153 115 +38
Increased Positions 207 175 +32
Closed Positions 54 52 +2
Reduced Positions 191 166 +25
Total Calls 8 4 100.0%
Total Puts 5 3 66.67%
PUT/CALL Ratio 0.62 0.75 Bullish

Statistics: ARW

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

625 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oldfield Partners LLP 16.22% 315,300 $67.3M
2 English Capital Management LLC 7.75% 78,875 $16.8M
3 GoodHaven Capital Management, LLC 4.69% 69,866 $14.9M
4 ACR Alpine Capital Research, LLC 4.42% 1,457,881 $311.1M
5 Greenhaven Associates Inc 4.35% 1,764,153 $376.5M
6 Polaris Capital Management, LLC 3.93% 195,700 $41.8M
7 Rivermont Capital Management LP 3.49% 115,096 $24.6M
8 Lyrical Asset Management LP 3.35% 1,238,146 $264.2M
9 Buttonwood Financial Advisors Inc. 3.20% 49,343 $10.5M
10 Towle & Co 3.11% 43,070 $9.2M
11 Speece Thorson Capital Group Inc 2.34% 51,368 $11.0M
12 Intrinsic Edge Capital Management LLC 1.99% 90,000 $19.2M
13 Lakewood Capital Management, LP 1.94% 176,360 $37.6M
14 Mork Capital Management, LLC 1.91% 14,000 $3.0M
15 Shellback Capital, LP 1.68% 89,905 $19.2M
16 Two Point Capital Management, Inc. 1.57% 18,258 $3.9M
17 Optimize Financial INC. 1.55% 20,184 $4.3M
18 Bragg Financial Advisors, Inc 1.53% 268,624 $57.3M
19 Ironwood Investment Management LLC 1.42% 19,295 $4.1M
20 Dean Capital Management 1.23% 15,886 $3.4M
21 Resolute Capital Asset Partners LLC 1.19% 13,100 $2.8M
22 Wedge Capital Management L L P/Nc 1.19% 338,823 $72.3M
23 Kenora Financial, LLC 1.11% 16,878 $3.6M
24 Earnest Partners LLC 1.06% 1,380,012 $294.5M
25 Tevis Investment Management 1.03% 8,787 $1.9M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 60% buying: Last quarter: 364 funds were net buyers (155 opened a brand new position + 209 added to an existing one). Only 246 were sellers (195 trimmed + 51 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ARW holders?

Elite ownership — 49% AUM from top-100 funds: 61 of 630 holders are among the 100 largest funds by AUM, controlling 49% 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?

58% of holders stayed for 2+ years: 370 out of 633 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 Q2 hedge fund 13F filings?

As of today, ARW has moved -1.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.0% for the XLK sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), ARW has gained -0.8% vs -1.3% 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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