Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Arcbest Corp (ARCB)

271 + Investors. Track Smart Money conviction in ARCB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — ARCB

Based on 274 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ARCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
274 funds currently hold this stock — 90% of the 3.0-year high of 305 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ARCB is almost the same as a year ago (+7 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

128 buying129 selling
Last quarter: 128 funds bought or added vs 129 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~47 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 47 → 48 → 47. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
172 out of 274 hedge funds have held ARCB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+26% value, -2% shares)

Value
+26%
Shares
-2%
Last quarter: total value of institutional ARCB holdings rose +26% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~47 new funds/quarter

45 → 50 → 47 → 48 → 47 new funds/Q
New funds entering each quarter: 50 → 47 → 48 → 47. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 279 holders: 193 (69%) are 2+ year veterans, 31 entered 1–2 years ago, and 55 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
48 of 272 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in ARCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ARCB

In 2026 Q1, 128 hedge funds were net buyers of ARCB (47 opened a new position, 81 added to an existing one), while 129 reduced or exited (95 trimmed, 34 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 51% of total institutional value in ARCB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 274.

Hedge Fund Ownership: ARCB

How many hedge funds hold ARCB — quarterly history vs. share price
Quarterly hedge fund ownership of ARCB vs. share price

Market Analysis: ARCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARCB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Arcbest Corp (ARCB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ARCB has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
ARCB
+46.1%
XLI
+11.0%

ARCB outperformed XLI by +35.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ARCB
+17.1%
XLI
+4.8%

Since the filing became public, ARCB outperformed XLI by +12.3% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 3 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: ARCB
271 + Investors

Track Smart Money conviction in ARCB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 271 261 3.83%
13F Shares 23M 24M -2.66%
Total Value $2.21B $1.76B 25.76%
New Positions 46 48 -2
Increased Positions 79 83 -4
Closed Positions 36 51 -15
Reduced Positions 94 94 -
Total Calls 4 5 -20.0%
Total Puts 3 3 -
PUT/CALL Ratio 0.75 0.6 Neutral

Statistics: ARCB

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

271 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ARCB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ARCB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oakland Financial Corp 4.66% 3,000 $295K
2 Seven Six Capital Management, LLC 4.51% 42,608 $4.2M
3 Towle & Co 3.06% 80,114 $7.9M
4 Orchard Capital Management, LLC 2.83% 27,564 $2.7M
5 Pullen Investment Management, LLC 1.42% 28,735 $2.8M
6 Maple Rock Capital Partners Inc. 1.29% 404,346 $39.8M
7 Pier Capital, LLC 1.29% 79,719 $7.8M
8 Horrell Capital Management, Inc. 1.00% 22,337 $2.2M
9 Impala Asset Management LLC 0.92% 20,000 $2.0M
10 Formula Growth Ltd 0.84% 18,838 $1.9M
11 Partners Group Holding AG 0.72% 98,797 $9.7M
12 Moody Aldrich Partners LLC 0.63% 35,707 $3.5M
13 Heartland Advisors Inc 0.55% 110,000 $10.8M
14 SummerHaven Investment Management, LLC 0.54% 8,910 $876K
15 Pinnacle Holdings, LLC 0.45% 14,131 $1.4M
16 Linden Thomas Advisory Services, LLC 0.39% 41,526 $4.1M
17 Bayforest Capital Ltd 0.39% 3,520 $346K
18 FAS Wealth Partners, Inc. 0.39% 62,899 $6.2M
19 VARCOV Co. 0.38% 10,279 $1.0M
20 Meridian Investment Counsel INC. 0.36% 15,235 $1.5M
21 Oliver Luxxe Assets LLC 0.31% 20,720 $2.0M
22 Alamea Verwaltungs GmbH 0.28% 3,837 $377K
23 Westwood Holdings Group Inc 0.26% 365,902 $36.0M
24 Segall Bryant & Hamill, LLC 0.21% 139,960 $12.9M
25 Inspire Investing, LLC 0.19% 23,903 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Arcbest Corp (ARCB)

What does the Smart Money Trend signal show for ARCB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ARCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ARCB?

Slight buying edge — 50% buying: Last quarter: 128 funds bought or added vs 129 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ARCB holders?

Elite ownership — 51% AUM from top-100 funds: 48 of 272 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in ARCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ARCB?

63% of holders stayed for 2+ years: 172 out of 274 hedge funds have held ARCB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Arcbest Corp (ARCB) following the 2026 Q1 hedge fund 13F filings?

As of today, ARCB has moved +17.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +12.3%. Since the quarter end (March 31, 2026), ARCB has gained +46.1% vs +11.0% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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