Arcosa
329 hedge funds and large institutions have $4.37B invested in Arcosa in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 37 closing their positions.
46% more call options, than puts
Call options by funds: $2.96M | Put options by funds: $2.02M
30% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 37
2.04% more ownership
Funds ownership: 90.55% → 92.58% (+2%)
2% more funds holding
Funds holding: 324 → 329 (+5)
4% more capital invested
Capital invested by funds: $4.19B → $4.37B (+$182M)
10% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 117
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$53.9M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$26.7M |
| 3 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$20.4M |
| 4 |
BlackRock
New York
|
+$16.3M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$22.9M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$13.1M |
| 3 |
RA
Royce & Associates
New York
|
-$12.9M |
| 4 |
CM
Crestline Management
Fort Worth,
Texas
|
-$9.59M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$9.43M |
ACA Hedge Fund Activity: Q4 2024 in Review
329 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Arcosa (ACA) for Q4 2024, worth a combined $4.37B — up 4.4% from $4.19B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new ACA positions and 37 closed out — a net gain of 11 holders — while 105 added to existing stakes and 117 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $53.9M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $22.9M.
- 329 institutional investors held Arcosa (ACA) as of Q4 2024, up from 324 in Q3 2024.
- Funds reported $4.37B of Arcosa stock for Q4 2024, up 4.4% quarter-over-quarter.
- 48 funds opened new Arcosa positions in Q4 2024 and 37 closed out, a net change of +11 holders.
- The largest Arcosa buyer in Q4 2024 was Neuberger Berman Group, an estimated $53.9M added.
- The largest Arcosa seller in Q4 2024 was Cramer Rosenthal McGlynn, an estimated $22.9M sold.
Based on aggregated 13F filings for Q4 2024.