Arcosa
427 hedge funds and large institutions have $6.54B invested in Arcosa in 2026 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 127 increasing their positions, 116 reducing their positions, and 41 closing their positions.
151% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 41
35% more capital invested
Capital invested by funds: $4.83B → $6.54B (+$1.71B)
15% more funds holding
Funds holding: 372 → 427 (+55)
9% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 116
1.09% less ownership
Funds ownership: 92.88% → 91.79% (-1.1%)
17% less call options, than puts
Call options by funds: $2.83M | Put options by funds: $3.41M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$104M |
| 2 |
BlackRock
New York
|
+$98.7M |
| 3 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$82M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$72.3M |
| 5 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$190M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$181M |
| 3 |
Neuberger Berman Group
New York
|
-$136M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$73.6M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$37M |
ACA Hedge Fund Activity: Q2 2026 in Review
427 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Arcosa (ACA) for Q2 2026, worth a combined $6.54B — up 35% from $4.83B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new ACA positions and 41 closed out — a net gain of 62 holders — while 127 added to existing stakes and 116 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $104M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $190M.
- 427 institutional investors held Arcosa (ACA) as of Q2 2026, up from 372 in Q1 2026.
- Funds reported $6.54B of Arcosa stock for Q2 2026, up 35% quarter-over-quarter.
- 103 funds opened new Arcosa positions in Q2 2026 and 41 closed out, a net change of +62 holders.
- The largest Arcosa buyer in Q2 2026 was Balyasny Asset Management, an estimated $104M added.
- The largest Arcosa seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $190M sold.
Based on aggregated 13F filings for Q2 2026.