Question 1

Which hedge funds and institutional investors hold ARW?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for ARW shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for ARW whale holdings?

Accepted Answer

Conviction level reflects how significant ARW is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to ARW, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for ARW?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about ARW?

Accepted Answer

QoQ changes for ARW show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	1.7M	$241.8M	0.0%	$2896.4B
Lyrical	1.3M	$182.1M	2.8%	$6.6B
American Century	626.1K	$89.8M	0.0%	$194.3B
Lakewood	255.4K	$36.6M	2.3%	$1.6B
Brandes	230.1K	$33.0M	0.2%	$14.1B
Pzena	211.0K	$30.3M	0.1%	$30.8B
DE Shaw	208.7K	$29.9M	0.0%	$166.3B
Geode Capital	195.7K	$28.1M	0.0%	$1607.5B
Renaissance Tech	169.0K	$24.2M	0.0%	$63.9B
DFA	125.8K	$18.0M	0.0%	$481.4B
Hotchkis & Wiley	116.7K	$16.7M	0.1%	$32.4B
Gotham Asset	68.7K	$9.9M	0.0%	$32.7B
Hound Partners	55.1K	$7.9M	1.0%	$799.4M
Two Sigma	48.7K	$7.0M	0.0%	$123.9B
Man Group	32.2K	$4.6M	0.0%	$55.1B
GMO	22.0K	$3.2M	0.0%	$39.1B
Schonfeld	13.0K	$1.9M	0.0%	$14.2B
Tweedy Browne	11.7K	$1.7M	0.1%	$1.3B
Citadel	11.1K	$1.6M	0.0%	$618.5B
Brevan Howard	10.6K	$1.5M	0.0%	$11.3B
Northern Trust	8.6K	$1.2M	0.0%	$756.6B
Capital Research	5.3K	$755K	0.0%	$644.6B
Citadel	4.5K	$645K	0.0%	$618.5B
Winton	4.2K	$602K	0.0%	$2.9B
Millennium	2.3K	$325K	0.0%	$240.3B
LSV	1.9M	$276K	0.6%	$46.4M
Franklin Templeton	1.4K	$201K	—	$408.3B
BlackRock	371	$53K	—	$5723.5B
Citadel	269	$39K	—	$618.5B
AQR Capital	51	$7K	—	$218.4B
Neuberger Berman (Eisman)	37	$5K	—	$131.4B
Fidelity (FMR)	20	$3K	—	$1898.4B
Kayne Anderson	1	$143	—	$34.0B
Acadian	637	$91	0.0%	$70.5M

ARW

Who Holds ARW

Changes This Quarter