The unanimous buying by four asset managers, including two doubling their stakes, suggests a shared thesis around Arrow Electronics' valuation or turnaround. Monitor upcoming earnings for confirmation of improving fundamentals, as 13F data is 45+ days stale and positions may have been adjusted since quarter-end.
Executive Summary
Four institutional asset managers increased their ARW positions in Q3 2026, with two doubling their stakes and two adding significantly. Total buying value reached $87.3M, with net inflows of $31.3M. No sellers were reported, indicating broad conviction in Arrow Electronics' value proposition.
Key Financial Metrics
Institutional Positions
Net institutional flow: $31.3M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | ADD | +36.5% | $68.4M | $21.3M |
| Robeco Institutional Asset Management B.v. | DOUBLED | +102% | $16.7M | $8.9M |
| Hb Wealth Management | DOUBLED | +117.4% | $1.8M | $1.0M |
| Farther Finance Advisors | ADD | +30.3% | $303.0K | $84.0K |
Key Facts
- 4 institutions accumulated $31.3M net in ARW during Q3 2026
- Assenagon Asset Management added 80.6K shares (+36.5%), now holding $68.4M
- Robeco Institutional Asset Management doubled its stake (+102%), now at $16.7M
- Hb Wealth Management doubled its stake (+117.4%), now at $1.8M
- Farther Finance Advisors added 311 shares (+30.3%), now at $303K
- Zero institutional sellers in the cluster
Financial Impact
4 institutions accumulated $87.3M in ARW positions, with net inflows of $31.3M. No selling activity was recorded.
Risk Factors
- 13F data is stale by 45+ days; positions may have been unwound or reduced since quarter-end
- All buyers are traditional asset managers, not activist or event-driven funds — thesis may be slow-moving value or passive rebalancing
- No insider buying corroboration provided; institutional signal alone is weaker
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ARW-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $209.76 $214.44 | ▲ +2.23% | ▲ +1.52% | — |
Oct 15, 2026 12d ago | 8-K | $214.61 $216.27 | ▲ +0.77% | ▲ +0.35% | — |
Aug 19, 2026 9w ago | Institutional Cluster | $206.64 $210.85 | ▲ +2.04% | ▲ +1.63% | — |
May 22, 2026 22w ago | Insider Cluster | $221.89 $216.53 | ▼ −2.42% | ▼ −2.43% | — |
May 22, 2026 22w ago | Insider Cluster | $221.89 $216.53 | ▼ −2.42% | ▼ −2.43% | — |
US Market Status
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