Arcosa
256 hedge funds and large institutions have $1.87B invested in Arcosa in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 109 reducing their positions, and 33 closing their positions.
169% more call options, than puts
Call options by funds: $1.74M | Put options by funds: $648K
5% more capital invested
Capital invested by funds: $1.79B → $1.87B (+$88.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.11% less ownership
Funds ownership: 87.97% → 87.86% (-0.11%)
3% less funds holding
Funds holding: 263 → 256 (-7)
21% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 33
45% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 109
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CII
Capital International Inc
Los Angeles,
California
|
+$45.3M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$27.9M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$21.9M |
| 4 |
RA
Royce & Associates
New York
|
+$11.8M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$9.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$15.6M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$12.7M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$12.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.73M |
| 5 |
BlackRock
New York
|
-$8.6M |
ACA Hedge Fund Activity: Q3 2020 in Review
256 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Arcosa (ACA) for Q3 2020, worth a combined $1.87B — up 5% from $1.79B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of ACA and 26 opened new positions — a net loss of 7 holders — while 109 trimmed existing stakes and 60 added.
The largest buyer was Capital International Inc, adding an estimated $45.3M. The largest seller was River Road Asset Management, exiting entirely with an estimated $15.6M sold.
- 256 institutional investors held Arcosa (ACA) as of Q3 2020, down from 263 in Q2 2020.
- Funds reported $1.87B of Arcosa stock for Q3 2020, up 5% quarter-over-quarter.
- 26 funds opened new Arcosa positions in Q3 2020 and 33 closed out, a net change of -7 holders.
- The largest Arcosa buyer in Q3 2020 was Capital International Inc, an estimated $45.3M added.
- The largest Arcosa seller in Q3 2020 was River Road Asset Management, an estimated $15.6M sold.
Based on aggregated 13F filings for Q3 2020.