Arrow Electronics: A Bull-Case Theory
In this article, we will summarize a bullish thesis posted on VIC regarding Arrow Electronics, Inc. (ARW) in July when ARW was trading at $117.71.
Arrow Electronics Inc. (ARW)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhaven Associates Edgar Wachenheim | 1,884,373 | $250,301,266 | +1% | 2.93% |
| 2. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 1,445,213 | $191,967,643 | -5% | 2.79% |
| 3. | AQR Capital Management Cliff Asness | 1,178,138 | $156,492,136 | -7% | 0.21% |
| 4. | Oldfield Partners Richard Oldfield | 450,200 | $59,800,066 | -22% | 12.64% |
| 5. | Khrom Capital Eric Khrom | 358,362 | $47,601,224 | +24% | 6.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $60.62 | 412 | Officer | 11,875 | 2020-05-14 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $131.66 | 1,520 | Director | 0 | 2024-05-23 | Filing | |
| $132.59 | 2,987 | Director | 102 | 2024-05-20 | Filing | |
| $130.71 | 1,469 | Director | 0 | 2024-05-17 | Filing | |
| $121.00 | 1,495 | Officer | 15,271 | 2024-03-05 | Filing | |
| $116.46 | 1,900 | Officer | 12,108 | 2024-02-28 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,211,177 | $759,316,389 | 0.01% | |
| 2. | 5,222,866 | $638,495,370 | 0.01% | |
| 3. | 2,418,564 | $295,674,077 | 0.08% | |
| 4. | 1,715,433 | $209,711,684 | 0.01% | |
| 5. | 1,690,222 | $206,629,640 | 1.82% |
News See All
Arrow Electronics, Inc. (NYSE:ARW) Q3 2024 Earnings Call Transcript
Operator: Ladies and gentlemen, good day, and welcome to the Arrow Electronics Third Quarter 2024 Earnings Call. Today's conference is being recorded.
Here are the Reasons to Invest in Arrow Electronics (ARW)
Fiduciary Management Inc. (FMI), an independent money management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
10 Best Stocks to Buy According to Value Investor Oldfield Partners
Investors, in general, follow herd mentality, causing share prices to drop too low after bad news and rise too high after good news, a tendency further amplified by momentum investing.
Arrow Electronics, Inc. (NYSE:ARW) Q2 2024 Earnings Call Transcript
Operator: Good day, and welcome to the Arrow Electronics Second Quarter 2024 Earnings Call. Today’s conference is being recorded.
Here’s Why Bonhoeffer Capital Management Added Arrow Electronics (ARW) to its Portfolio
Bonhoeffer Capital Management, an asset management company, released its first-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Arrow Electronics, Inc. (NYSE:ARW) Q1 2024 Earnings Call Transcript
Arrow Electronics, Inc. beats earnings expectations. Reported EPS is $2.41, expectations were $2.31. Arrow Electronics, Inc.
Should You Invest in Arrow Electronics (ARW)?
Bonhoeffer Capital Management, an asset management company, released its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here.
Arrow Electronics, Inc. (NYSE:ARW) Q4 2023 Earnings Call Transcript
Arrow Electronics, Inc. beats earnings expectations. Reported EPS is $3.98, expectations were $3.7. Arrow Electronics, Inc.
Arrow Electronics, Inc. (NYSE:ARW) Q3 2023 Earnings Call Transcript
Operator: Good day, and welcome to the Arrow Electronics Third Quarter 2023 Earnings Call. Today's conference is being recorded.