Boston Partners Reports 2.65M ARW Shares; Passive 5.12% Stake
Rhea-AI Filing Summary
Boston Partners reports beneficial ownership of 2,654,349 shares of Arrow Electronics, representing 5.12% of the company’s common stock. The filing discloses sole voting power for 1,945,652 shares and sole dispositive power for all 2,654,349 shares, which are held in discretionary client accounts.
The statement affirms these shares were acquired and are held in the ordinary course of business and were not acquired to influence or change control of the issuer. The filing notes that, by rule 13d-3, Boston Partners may be deemed a beneficial owner of the reported shares.
Positive
- Beneficial ownership of 2,654,349 shares equals a clear, disclosed 5.12% stake in Arrow Electronics
- Sole dispositive power over all 2,654,349 shares indicates Boston Partners can direct the sale of the reported shares
- Filer states holdings are held in the ordinary course and not to influence control, indicating a passive investment stance
Negative
- None.
Insights
TL;DR Boston Partners holds a notable 5.12% passive stake with sole dispositive control over 2.65M ARW shares.
The filing shows a clear institutional position: 2,654,349 shares (5.12%) with sole voting power on 1,945,652 shares and sole dispositive power on all reported shares. The holder characterizes the position as held in discretionary client accounts and in the ordinary course of business, not to influence control. For investors, this is a material ownership disclosure but the filing signals a passive, non-control intent rather than an activist or control-seeking posture.
TL;DR A 5.12% beneficial holding is material to ownership tables but the filer states no intent to change control.
The Schedule 13G/A identifies Boston Partners as holding 2,654,349 shares with sole voting power over 1,945,652 shares and sole dispositive authority over the full stake. The filing explicitly states the shares are held in the ordinary course of business and were not acquired to influence control, which aligns with a passive investor classification under the filing. This distinction affects disclosure and governance expectations because the filer disclaims control intent.