Arcosa
ACA
247 hedge funds and large institutions have $2.52B invested in Arcosa in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 108 reducing their positions, and 34 closing their positions.
12,360% more call options, than puts
Call options by funds: $623K | Put options by funds: $5K
1.13% more ownership
Funds ownership: 88.21% → 89.34% (+1.1%)
7% less funds holding
Funds holding: 265 → 247 (-18)
9% less capital invested
Capital invested by funds: $2.77B → $2.52B (-$241M)
44% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 108
53% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 34
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$26.9M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$24.3M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$22.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$16.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$9.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$11.5M |
| 2 |
BlackRock
New York
|
-$10.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.3M |
| 4 |
RA
Royce & Associates
New York
|
-$8.1M |
| 5 |
CII
Capital International Inc
Los Angeles,
California
|
-$5.79M |
ACA Hedge Fund Activity: Q2 2021 in Review
247 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Arcosa (ACA) for Q2 2021, worth a combined $2.52B — down 8.7% from $2.77B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of ACA and 16 opened new positions — a net loss of 18 holders — while 108 trimmed existing stakes and 60 added.
The largest buyer was Capital International Investors, adding an estimated $26.9M. The largest seller was Fort Washington Investment Advisors, exiting entirely with an estimated $11.5M sold.
- 247 institutional investors held Arcosa (ACA) as of Q2 2021, down from 265 in Q1 2021.
- Funds reported $2.52B of Arcosa stock for Q2 2021, down 8.7% quarter-over-quarter.
- 16 funds opened new Arcosa positions in Q2 2021 and 34 closed out, a net change of -18 holders.
- The largest Arcosa buyer in Q2 2021 was Capital International Investors, an estimated $26.9M added.
- The largest Arcosa seller in Q2 2021 was Fort Washington Investment Advisors, an estimated $11.5M sold.
Based on aggregated 13F filings for Q2 2021.