ARCOSA INC ACA
COM · Common Stock · CUSIP 039653100
- SectorIndustrials
- IndustryFabricated Structural Metal Products
- HeadquartersDallas, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6m this quarter). Holder counts are more reliable. Shares outstanding: 48.6m as of 2024-04-15, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $85.71. Options: 6 managers hold calls ($8.7m notional), 3 hold puts ($248.8k).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 265 |
| Q4 2022 | 267 |
| Q1 2023 | 259 |
| Q2 2023 | 291 |
| Q3 2023 | 293 |
| Q4 2023 | 296 |
| Q1 2024 | 321 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 107 | 124 |
| Q1 2023 | 117 | 119 |
| Q2 2023 | 141 | 107 |
| Q3 2023 | 123 | 132 |
| Q4 2023 | 112 | 156 |
| Q1 2024 | 138 | 134 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $1.1m | $371.3k | 0.33 |
| Q3 2023 | $1.9m | $4.3m | 2.32 |
| Q4 2023 | $1.4m | $752.0k | 0.53 |
| Q1 2024 | $8.7m | $248.8k | 0.03 |
Biggest buyers
| MORGAN STANLEY | Added | +296.5k |
| NEUBERGER BERMAN GROUP LLC | Added | +238.9k |
| Boston Partners | Added | +161.7k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | +155.3k |
| JPMORGAN CHASE & CO | Added | +126.5k |
| Qube Research & Technologies Ltd | Added | +98.6k |
| TUDOR INVESTMENT CORP ET AL | New | +89.0k |
| Waratah Capital Advisors Ltd. | New | +87.6k |
| DEUTSCHE BANK AG\ | Added | +80.8k |
| Synergy Asset Management, LLC | New | +61.1k |
Biggest sellers
| Ophir Asset Management Pty Ltd | Sold out | -211.6k |
| Balyasny Asset Management L.P. | Reduced | -185.4k |
| Capital International Investors | Reduced | -139.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | -133.8k |
| Schonfeld Strategic Advisors LLC | Reduced | -116.6k |
| BlackRock Inc. | Reduced | -94.4k |
| Clear Sky Carbon Solutions Investment Management, LLC | Sold out | -82.4k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -68.4k |
| Crestline Management, L.P. | Reduced | -63.1k |
| CRAMER ROSENTHAL MCGLYNN LLC | Reduced | -61.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $3.1m36.6k shares |
| SIMPLEX TRADING, LLC | New | $2.7m31.1k shares |
| TORNO CAPITAL, LLC | New | $2.2m25.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $661.1k7.7k shares |
| GROUP ONE TRADING LLC | Unchanged | $8.6k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $231.8k2.7k shares |
| SIMPLEX TRADING, LLC | New | $17.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 14.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: Neuberger Berman Group LLC (3.2%, 2026-07-07), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 2 | $1.0m | — |
| Q3 2022 | 0 | — | 2 | $2.5m | — |
| Q4 2022 | 0 | — | 3 | $1.1m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 3 | $1.7m | — |
| Q3 2023 | 0 | — | 1 | $3.8m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 7.5m $648.0m | Reduced -94.4k |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.6m $477.6m | Added +13.3k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.8m $239.8m | Reduced -68.4k |
| NEUBERGER BERMAN GROUP LLC 0.17% of their portfolio | 2.4m $206.2m | Added +238.9k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $167.5m | Added +17.2k |
| Capital World Investors 0.03% of their portfolio | 1.9m $163.2m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $139.5m | Added +296.5k |
| ROYCE & ASSOCIATES LP 1.09% of their portfolio | 1.4m $122.5m | Reduced -31.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $91.8m | Added +28.2k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 1.1m $91.3m | Added +42.2k |
| LOOMIS SAYLES & CO L P 0.12% of their portfolio | 971.6k $83.4m | Added +2.0k |
| Capital International Investors 0.02% of their portfolio | 886.5k $76.1m | Reduced -139.7k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.46% of their portfolio | 790.1k $67.8m | Reduced -133.8k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 746.8k $64.1m | Reduced -25.4k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 650.1k $55.8m | Added +8.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 637.0k $54.7m | Reduced -57.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 611.1k $52.5m | Reduced -41.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 603.4k $51.8m | Added +7.6k |
| CRAMER ROSENTHAL MCGLYNN LLC 2.69% of their portfolio | 576.2k $49.5m | Reduced -61.2k |
| NORGES BANK 0.01% of their portfolio | 574.1k $49.3m | Added +23.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 546.5k $46.9m | Added +3.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 446.5k $38.3m | Reduced -22.1k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 417.8k $35.9m | Added +43.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 357.8k $30.7m | Added +126.5k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.72% of their portfolio | 352.9k $30.3m | Added +14.3k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 294.9k $25.3m | Added +19.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 268.7k $23.1m | Added +5.1k |
| GAMCO INVESTORS, INC. ET AL 0.21% of their portfolio | 246.3k $21.1m | Reduced -5.5k |
| Mirae Asset Global Investments Co., Ltd. 0.03% of their portfolio | 240.7k $14.8m | Reduced -43.2k |
| Invesco Ltd. 0.00% of their portfolio | 239.7k $20.6m | Reduced -3.0k |
| Boston Partners 0.02% of their portfolio | 221.0k $18.9m | Added +161.7k |
| GLENMEDE TRUST CO NA 0.09% of their portfolio | 205.5k $17.6m | Added +13.9k |
| EAGLE ASSET MANAGEMENT INC 0.09% of their portfolio | 198.1k $16.7m | Reduced -3.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 194.2k $16.7m | Added +80.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 192.2k $16.5m | Added +23.2k |
| Driehaus Capital Management LLC 0.16% of their portfolio | 190.1k $16.3m | Reduced -26.9k |
| TCTC Holdings, LLC 0.52% of their portfolio | 183.9k $15.8m | Added +1 |
| GABELLI FUNDS LLC 0.11% of their portfolio | 170.7k $14.7m | Reduced -26.5k |
| Impax Asset Management Group plc 0.06% of their portfolio | 170.0k $14.6m | Added +15.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 160.4k $13.8m | Reduced -1.3k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 159.5k $13.7m | Added +98.6k |
| Crestline Management, L.P. 1.27% of their portfolio | 156.7k $13.5m | Reduced -63.1k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.13% of their portfolio | 155.3k $13.3m | New |
| THORNBURG INVESTMENT MANAGEMENT INC 0.18% of their portfolio | 154.4k $13.2m | Reduced -6.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 146.4k $12.6m | Reduced -5.6k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 140.2k $12.0m | Reduced -6.4k |
| AYAL Capital Advisors Ltd 8.59% of their portfolio | 139.3k $12.0m | Reduced -17.8k |
| Legal & General Group Plc 0.00% of their portfolio | 137.4k $11.8m | Reduced -175 |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 126.1k $10.8m | Added +20.4k |
| Orchard Capital Management, LLC 2.98% of their portfolio | 118.3k $10.2m | Added +1.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 115.0k $9.9m | Reduced -10.0k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 102.6k $8.8m | Reduced -21.4k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 100.3k $8.6m | Reduced -21.6k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 99.9k $8.6m | Reduced -1.2k |
| GUGGENHEIM CAPITAL LLC 0.06% of their portfolio | 98.1k $8.4m | Added +553 |
| Swiss National Bank 0.01% of their portfolio | 96.1k $8.3m | Unchanged |
| Allianz Asset Management GmbH 0.01% of their portfolio | 90.6k $7.8m | Added +2.6k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 89.0k $7.6m | New |
| Freemont Management S.A. 1.16% of their portfolio | 87.9k $7.5m | Reduced -7.2k |
| Waratah Capital Advisors Ltd. 0.38% of their portfolio | 87.6k $7.5m | New |
| Ancora Advisors LLC 0.17% of their portfolio | 85.3k $7.3m | Added +13.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 70.6k $6.1m | Reduced -600 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 61.9k $5.3m | Added +3.2k |
| Synergy Asset Management, LLC 0.89% of their portfolio | 61.1k $5.2m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 60.3k $5.2m | Reduced -10.3k |
| Hodges Capital Management Inc. 0.33% of their portfolio | 60.2k $5.2m | Reduced -15.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 60.1k $5.2m | Added +2.0k |
| UBS Group AG 0.00% of their portfolio | 53.3k $4.6m | Reduced -5.5k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 52.8k $4.5m | Added +184 |
| Aptus Capital Advisors, LLC 0.10% of their portfolio | 52.1k $4.5m | Added +5.5k |
| Consolidated Investment Group LLC 0.68% of their portfolio | 49.1k $4.2m | Added +7.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 49.1k $4.2m | Reduced -2.4k |
| BARCLAYS PLC 0.00% of their portfolio | 43.8k $3.8m | Reduced -32.6k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 43.3k $3.7m | Added +3.2k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 43.0k $3.7m | Added +23.3k |
| MARATHON CAPITAL MANAGEMENT 0.88% of their portfolio | 43.0k $3.7m | Unchanged |
| TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio | 42.7k $3.7m | Added +553 |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 42.3k $3.6m | Reduced -1.1k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 41.4k $3.6m | Reduced -185.4k |
| CITIGROUP INC 0.00% of their portfolio | 40.1k $3.4m | Added +5.0k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 40.1k $3.4m | Added +8.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 39.0k $3.3m | Added +1.8k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 36.9k $3.2m | Reduced -107 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 34.9k $3.0m | Added +1.6k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 34.3k $2.9m | Unchanged |
| Advisors Asset Management, Inc. 0.05% of their portfolio | 32.6k $2.8m | Added +2.7k |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 29.7k $2.5m | Reduced -297 |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 29.3k $2.5m | Reduced -116.6k |
| Illinois Municipal Retirement Fund 0.04% of their portfolio | 27.5k $2.4m | Reduced -265 |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 26.2k $2.2m | Reduced -233 |
| PDT Partners, LLC 0.21% of their portfolio | 25.7k $2.2m | Reduced -2.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 25.7k $2.2m | Added +5.7k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 24.9k $2.1m | Reduced -505 |
| ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio | 24.6k $2.1m | Added +3.8k |
| TCW GROUP INC 0.02% of their portfolio | 24.2k $2.1m | Reduced -100 |
| OPPENHEIMER & CO INC 0.03% of their portfolio | 24.1k $2.1m | Added +1.8k |
| Louisiana State Employees Retirement System 0.04% of their portfolio | 24.1k $2.1m | Reduced -300 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 23.5k $2.0m | Reduced -28.5k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 22.1k $1.9m | Reduced -2.1k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 21.3k $1.8m | Added +1 |