undamentalytics Newsletter

Arrow Electronics, Inc.: which funds bought and sold

Institutions that bought and sold Arrow Electronics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 354 institutions that filed 13F reports for both quarters added to or opened positions in Arrow Electronics, and 236 cut or closed them. Together they sold a net 1.3M shares, −2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.8M shares (−8.2%); index fund managers were net buyers of 28K shares (+0.2%). 141 opened a new position and 42 sold out entirely.

Bought, Q2 2026 354 institutions, 141 of them new holders Sold, Q2 2026 236 institutions, 42 of them sold out
Net change, all compared −1.3M shares (−2.5%)
Net change, active managers −1.8M shares (−8.2%), 44 bought, 37 sold

Buyers versus sellers

institutions compared, 665
Active managers and hedge funds 44 bought · 37 sold · −1.8M
Index fund managers 6 bought · 5 sold · +28K
Other institutions 304 bought · 194 sold · +420K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager +957K New position 957K $204M
AQR Capital Management LLC Hedge fund +465K +27.1% 2.2M $463M
Fuller & Thaler Asset Management, Inc. +407K New position 407K $86.9M
Assenagon Asset Management S.A. +388K +715.8% 442K $94.3M
Jane Street Group, LLC +362K +6381.7% 368K $78.6M
Wedge Capital Management L L P Active manager +339K New position 339K $72.3M
Bank Of America Corp +254K +25.0% 1.3M $271M
Two Sigma Investments, LP Hedge fund +238K +488.5% 286K $61.1M
D. E. Shaw & Co., Inc. Hedge fund +196K +91.8% 410K $87.4M
Qube Research & Technologies Ltd Hedge fund +141K +1514.8% 151K $32.1M
Balyasny Asset Management L.P. Hedge fund +128K New position 128K $27.4M
Geode Capital Management, LLC Index funds +128K +12.6% 1.1M $244M
Rivermont Capital Management LP +115K New position 115K $24.6M
Trexquant Investment LP Hedge fund +106K +441.4% 130K $27.7M
Millennium Management LLC Hedge fund +102K +4479.5% 104K $22.1M
Tudor Investment Corp Et Al Hedge fund +96K New position 96K $20.4M
Shellback Capital, LP +90K New position 90K $19.2M
Quantinno Capital Management LP +83K +26.7% 392K $83.7M
Blackrock, Inc. Index funds +78K +1.6% 5.0M $1.1B
Citadel Advisors LLC Hedge fund +70K +218.0% 102K $21.7M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
ACR Alpine Capital Research, LLC Active manager −2.1M −59.3% 1.5M $311M
Fiduciary Management Inc Active manager −1.0M Sold out 0 —
DNB Asset Management As −361K −71.4% 145K $30.9M
Oppenheimer Asset Management Inc. −337K −64.9% 182K $38.9M
Envestnet Asset Management Inc −271K −43.5% 352K $75.2M
SG Capital Management LLC −260K −91.8% 23K $4.9M
American Century Companies Inc Active manager −245K −39.1% 381K $81.4M
Arga Investment Management, LP Active manager −221K −66.2% 113K $24M
Vanguard Portfolio Management LLC Index funds −204K −6.4% 3.0M $639M
UBS Group AG −193K −50.2% 191K $40.9M
FMR LLC Active manager −178K −17.4% 842K $180M
Woodline Partners LP Hedge fund −173K −16.0% 908K $194M
Greenhaven Associates Inc Active manager −132K −6.9% 1.8M $376M
Walleye Capital LLC Hedge fund −121K −92.9% 9,234 $2M
Frontier Capital Management Co LLC Active manager −120K −42.8% 161K $34.3M
Fil Ltd Active manager −119K −11.5% 908K $194M
Cooke & Bieler LP Active manager −114K Sold out 0 —
Renaissance Technologies LLC Hedge fund −100K −59.1% 69K $14.7M
Polaris Capital Management, LLC −91K −31.7% 196K $41.8M
Pzena Investment Management LLC Active manager −86K −40.7% 125K $26.7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Capital World InvestorsActive manager 957K $204M
Fuller & Thaler Asset Management, Inc. 407K $86.9M
Wedge Capital Management L L PActive manager 339K $72.3M
Balyasny Asset Management L.P.Hedge fund 128K $27.4M
Rivermont Capital Management LP 115K $24.6M
Tudor Investment Corp Et AlHedge fund 96K $20.4M
Shellback Capital, LP 90K $19.2M
Arrowstreet Capital, Limited PartnershipHedge fund 67K $14.3M
Mubadala Investment Co Pjsc 58K $12.5M
Connor, Clark & Lunn Investment Management Ltd. 43K $9.2M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Fiduciary Management IncActive manager 1.0M $150M
Cooke & Bieler LPActive manager 114K $16.3M
Hound Partners, LLC 55K $7.9M
Atom Investors LP 38K $5.4M
AGF Management Ltd 23K $3.4M
Holocene Advisors, LPHedge fund 20K $2.9M
Diversified Management Inc 12K $1.8M
Verition Fund Management LLCHedge fund 9,588 $1.4M
CIBC Bancorp Usa Inc. 7,563 $1.1M
Peak6 LLC 7,356 $1.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
631
Ten largest holders
46.6%
of 13F-reported shares
Index fund managers
28.1%
of 13F-reported shares
Active managers and hedge funds
38.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 44 37 17 7 −1.8M −8.2%
Index fund managers 6 5 0 0 +28K +0.2%
Other institutions 304 194 124 35 +420K +2.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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