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265 hedge funds and large institutions have $2.48B invested in Arcosa in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

93% more call options, than puts

Call options by funds: $354K | Put options by funds: $183K

22% more capital invested

Capital invested by funds: $2.03B → $2.48B (+$449M)

7% more funds holding

Funds holding: 247265 (+18)

0.8% less ownership

Funds ownership: 90.45%89.66% (-0.8%)

9% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 91

Holders
265
Holders Change
+18
Holders Change %
+7.29%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
83
Reduced
91
Closed
18
Calls
$354K
Puts
$183K
Net Calls
+$171K
Net Calls Change
+$99K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$431M -$8.31M -149,924 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$306M +$4.67M +84,223 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$146M +$4.01M +72,389 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$141M +$7.26M +130,903 +6%
State Street
5
State Street
Massachusetts
$114M +$1.24M +22,298 +1%
Capital International Investors
6
Capital International Investors
California
$113M
Capital World Investors
7
Capital World Investors
California
$108M
RA
8
Royce & Associates
New York
$99.2M -$11.9M -213,857 -11%
Goldman Sachs
9
Goldman Sachs
New York
$68.8M +$4.12M +74,248 +7%
SAM
10
Silvercrest Asset Management
New York
$52M -$2.63M -47,399 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$48.7M +$730K +13,167 +2%
Franklin Resources
12
Franklin Resources
California
$45.6M -$9.13M -164,784 -17%
Northern Trust
13
Northern Trust
Illinois
$43.2M -$1.67M -30,092 -4%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$42.2M +$7.71M +139,178 +23%
Charles Schwab
15
Charles Schwab
California
$35M +$32.2K +581 +0.1%
Victory Capital Management
16
Victory Capital Management
Texas
$31.9M -$3.53M -63,638 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$29.9M -$127K -2,298 -0.4%
Morgan Stanley
18
Morgan Stanley
New York
$28.9M +$2.36M +42,506 +9%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.8M -$86.5K -1,561 -0.3%
CRM
20
Cramer Rosenthal McGlynn
Connecticut
$28.7M +$3.03M +54,692 +12%
Macquarie Group
21
Macquarie Group
Australia
$22.9M +$8.07M +145,583 +57%
YAM
22
Yacktman Asset Management
Texas
$21.4M -$1.75M -31,573 -8%
Norges Bank
23
Norges Bank
Norway
$18.6M +$3.81M +68,741 +27%
CII
24
Capital International Inc
California
$17.9M -$26.1M -471,621 -60%
Principal Financial Group
25
Principal Financial Group
Iowa
$17.4M -$548K -9,878 -3%

ACA Hedge Fund Activity: Q3 2022 in Review

265 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Arcosa (ACA) for Q3 2022, worth a combined $2.48B — up 22% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ACA positions and 18 closed out — a net gain of 20 holders — while 83 added to existing stakes and 91 trimmed.

The largest buyer was Macquarie Group, adding an estimated $8.07M. The largest seller was Capital International Inc, cutting an estimated $26.1M.

  • 265 institutional investors held Arcosa (ACA) as of Q3 2022, up from 247 in Q2 2022.
  • Funds reported $2.48B of Arcosa stock for Q3 2022, up 22% quarter-over-quarter.
  • 38 funds opened new Arcosa positions in Q3 2022 and 18 closed out, a net change of +20 holders.
  • The largest Arcosa buyer in Q3 2022 was Macquarie Group, an estimated $8.07M added.
  • The largest Arcosa seller in Q3 2022 was Capital International Inc, an estimated $26.1M sold.

Based on aggregated 13F filings for Q3 2022.