ACM
Aecom · Industrials · Engineering & Construction
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -3.3% · nuevas posiciones netas -4.8% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 142 | -6 | 89.78M | $6.27B | +7 | −14 |
| Q1 2026 | 152 | -1 | 88.46M | $7.51B | +8 | −10 |
| Q4 2025 | 153 | +1 | 97.15M | $9.26B | +2 | — |
| Q3 2025 | 21 | 0 | 50.79M | $6.63B | +2 | −3 |
| Q2 2025 | 19 | 0 | 50.24M | $5.67B | — | — |
| Q1 2025 | 16 | +2 | 21.16M | $1.96B | +2 | — |
| Q4 2024 | 14 | 0 | 22.63M | $2.42B | +1 | −1 |
| Q3 2024 | 13 | -1 | 19.01M | $1.96B | +1 | −2 |
| Q2 2024 | 14 | — | 20.04M | $1.77B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 14.69M | -3.9% | $1.92B | 0.0% | ▼ Trim | 2 | SEC ↗ ×20 |
| 2 | The Vanguard Group ✦ (pasivo) | 12.52M | -0.7% | $1.63B | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | PRIMECAP Management ✦ | 8.88M | -7.2% | $1.16B | 0.9% | ▼ Trim | 6 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasivo) | 5.11M | +2.5% | $666.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 2.42M | +2.2% | $314.60M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 6 | Fidelity (FMR) ✦ | 1.82M | -6.1% | $236.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | JPMorgan Chase ✦ | 1.46M | — | $190.84M | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 8 | Morgan Stanley ✦ | 1.45M | — | $188.86M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 9 | Goldman Sachs Group ✦ | 1.16M | — | $151.37M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | Renaissance Technologies ✦ | 449.98K | +71.3% | $58.71M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 175.45K | +17.7% | $22.89M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 172.24K | -53.6% | $22.44M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 13 | Two Sigma Investments ✦ | 168.81K | +54.5% | $22.02M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 132.36K | +83.1% | $17.27M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 84.69K | -40.2% | $11.05M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 16 | Bridgewater Associates ✦ | 58.08K | -44.6% | $7.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 33.51K | -90.2% | $4.37M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Wellington Management ✦ | 17.64K | +9.6% | $2.30M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 19 | Marshall Wace ✦ | 3.35K | Nuevo | $437,335 | 0.0% | New | 1 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 2.13K | Nuevo | $278,552 | 0.0% | New | 1 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 1.83K | -86.4% | $238,369 | 0.0% | ▼ Trim | 6 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $437,335 | 0.0% |
| Fisher Asset Management | $278,552 | 0.0% |
Posición cerrada
| Norges Bank | $200.88M | era 0.0% |
| Arrowstreet Capital | $14.31M | era 0.0% |
| Point72 Asset Management | $2.58M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 614 tenedores, 112.58M acciones, $9.24B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.