Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Arcbest Corp (ARCB)

323 + 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
↑ +52
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — ARCB

Based on 328 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
328 hedge funds hold ARCB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 57% buying

181 buying138 selling
Last quarter: 181 funds bought or added vs 138 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.
📈

More new buyers each quarter (+36 vs last Q)

new funds entering per quarter
Funds opening a new ARCB position: 47 → 48 → 48 → 84. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 18% medium ■ 22% new
196 out of 328 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.
💰

Value +48% but shares only +16% — price-driven

Value
+48%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +16%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

52 → 47 → 48 → 48 → 84 new funds/Q
New funds entering each quarter: 47 → 48 → 48 → 84. A growing number of institutions are discovering ARCB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 336 holders: 229 (68%) are 2+ year veterans, 29 entered 1–2 years ago, and 78 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
53 of 327 holders are among the 100 largest funds by AUM, controlling 65% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 181 hedge funds were net buyers of ARCB (84 opened a new position, 97 added to an existing one), while 138 reduced or exited (106 trimmed, 32 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 65% of total institutional value in ARCB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +52 funds (more new holders than closures). Total institutional holders: 328.

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 Q2 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 June 30, 2026 · 82d ago
ARCB
-10.3%
XLI
-8.4%

ARCB outperformed XLI by -1.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
ARCB
-9.9%
XLI
-9.0%

Since the filing became public, ARCB outperformed XLI by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 4 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: ARCB
323 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 323 276 17.03%
13F Shares 23M 23M -0.36%
Total Value $3.26B $2.22B 46.84%
New Positions 83 48 +35
Increased Positions 94 81 +13
Closed Positions 35 34 +1
Reduced Positions 105 94 +11
Total Calls 5 4 25.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.8 0.75 Neutral

Statistics: ARCB

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

323 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oakland Financial Corp 9.54% 3,000 $431K
2 4D Advisors, LLC 4.69% 85,000 $12.2M
3 Seven Six Capital Management, LLC 4.06% 30,958 $4.4M
4 Towle & Co 2.27% 46,676 $6.7M
5 Pullen Investment Management, LLC 1.92% 28,868 $4.1M
6 Maple Rock Capital Partners Inc. 1.51% 535,746 $76.9M
7 Horrell Capital Management, Inc. 1.32% 20,154 $2.9M
8 Pier Capital, LLC 1.06% 55,550 $8.0M
9 Luminus Management LLC 0.86% 8,800 $1.3M
10 Moody Aldrich Partners LLC 0.73% 28,490 $4.1M
11 Heartland Advisors Inc 0.70% 110,000 $15.8M
12 SummerHaven Investment Management, LLC 0.69% 8,910 $1.3M
13 Partners Group Holding AG 0.60% 61,807 $8.9M
14 Linden Thomas Advisory Services, LLC 0.50% 42,877 $6.2M
15 D L Carlson Investment Group Inc 0.47% 20,742 $3.0M
16 FAS Wealth Partners, Inc. 0.47% 62,848 $9.0M
17 Meridian Investment Counsel INC. 0.47% 15,235 $2.2M
18 VARCOV Co. 0.44% 8,117 $1.2M
19 Alamea Verwaltungs GmbH 0.44% 3,837 $551K
20 MorganRosel Wealth Management, LLC 0.38% 7,824 $1.1M
21 Concentric Capital Strategies, LP 0.37% 46,687 $6.7M
22 Wakefield Asset Management LLLP 0.36% 11,209 $1.6M
23 Informed Momentum Co LLC 0.34% 26,262 $3.8M
24 Oliver Luxxe Assets LLC 0.24% 11,324 $1.6M
25 Bridgeway Capital Management, LLC 0.23% 90,922 $13.1M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 57% buying: Last quarter: 181 funds bought or added vs 138 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 — 65% AUM from top-100 funds: 53 of 327 holders are among the 100 largest funds by AUM, controlling 65% 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?

60% of holders stayed for 2+ years: 196 out of 328 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 Q2 hedge fund 13F filings?

As of today, ARCB has moved -9.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.0% for the XLI sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), ARCB has gained -10.3% vs -8.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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