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ArcBest

306 hedge funds and large institutions have $2.86B invested in ArcBest in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

105% more call options, than puts

Call options by funds: $55.7M | Put options by funds: $27.1M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

21% more capital invested

Capital invested by funds: $2.37B → $2.86B (+$497M)

10% more funds holding

Funds holding: 277306 (+29)

4.03% more ownership

Funds ownership: 96.66%100.69% (+4%)

20% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 120

Holders
306
Holders Change
+29
Holders Change %
+10.47%
% of All Funds
4.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
58
Increased
96
Reduced
120
Closed
28
Calls
$55.7M
Puts
$27.1M
Net Calls
+$28.5M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$453M -$589K -5,314 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$315M -$4.59M -41,450 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$208M -$5.65M -50,995 -3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$130M -$8.39M -75,748 -7%
Morgan Stanley
5
Morgan Stanley
New York
$116M +$53.8M +486,021 +102%
State Street
6
State Street
Massachusetts
$112M -$4.31M -38,923 -4%
LSV Asset Management
7
LSV Asset Management
Illinois
$72.3M -$4.86M -43,900 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$63.1M -$2.21M -19,923 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$62.2M +$30.6M +276,382 +114%
WHG
10
Westwood Holdings Group
Texas
$60M -$8.25M -74,448 -13%
Northern Trust
11
Northern Trust
Illinois
$55.6M +$482K +4,354 +1%
American Century Companies
12
American Century Companies
Missouri
$53M +$6.99M +63,087 +17%
Macquarie Group
13
Macquarie Group
Australia
$52.6M +$29.3M +264,765 +153%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$48M +$40M +361,152 +943%
N
15
Nuveen
North Carolina
$47.8M +$5.52M +49,862 +14%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$44.1M +$497K +4,490 +1%
Ameriprise
17
Ameriprise
Minnesota
$43.6M +$2.13M +19,270 +6%
Charles Schwab
18
Charles Schwab
California
$43.4M -$367K -3,312 -0.9%
Victory Capital Management
19
Victory Capital Management
Texas
$38.8M -$4.09M -36,894 -10%
JP Morgan Chase
20
JP Morgan Chase
New York
$36.9M -$5.94M -53,664 -15%
CCPM
21
Cooper Creek Partners Management
New York
$36.8M +$2.17M +19,592 +7%
SBH
22
Segall Bryant & Hamill
Illinois
$33.9M +$144K +1,300 +0.5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$29.1M -$4.43M -40,009 -14%
Goldman Sachs
24
Goldman Sachs
New York
$26.1M -$4.84M -43,722 -17%
Invesco
25
Invesco
Georgia
$24.8M -$7.84M -70,800 -26%

ARCB Hedge Fund Activity: Q4 2023 in Review

306 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ArcBest (ARCB) for Q4 2023, worth a combined $2.86B — up 21% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ARCB positions and 28 closed out — a net gain of 30 holders — while 96 added to existing stakes and 120 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.8M. The largest seller was Verition Fund Management, cutting an estimated $14.1M.

  • 306 institutional investors held ArcBest (ARCB) as of Q4 2023, up from 277 in Q3 2023.
  • Funds reported $2.86B of ArcBest stock for Q4 2023, up 21% quarter-over-quarter.
  • 58 funds opened new ArcBest positions in Q4 2023 and 28 closed out, a net change of +30 holders.
  • The largest ArcBest buyer in Q4 2023 was Morgan Stanley, an estimated $53.8M added.
  • The largest ArcBest seller in Q4 2023 was Verition Fund Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2023.