Arco Platform Limited Class A Common Shares
ARCE
ARCE was delisted on the 6th of December, 2023.
47 hedge funds and large institutions have $310M invested in Arco Platform Limited Class A Common Shares in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
5% less capital invested
Capital invested by funds: $326M → $310M (-$15.8M)
8% less funds holding
Funds holding: 51 → 47 (-4)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
General Atlantic
New York
|
+$37.6M |
| 2 |
SoftBank Group
Tokyo,
Japan
|
+$13.8M |
| 3 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
+$6.5M |
| 4 |
Goldman Sachs
New York
|
+$4.24M |
| 5 |
Millennium Management
New York
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
Inherent Group
New York
|
-$3.11M |
| 2 |
BBP
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
-$1.89M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.09M |
| 4 |
TI
Truxt Investmentos
Rio De Janeiro,
Brazil
|
-$538K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$523K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GECH
51
Garnet Equity Capital Holdings
New York
| – | -$338K | -25,000 | Closed |
|
52
Bank of America
Charlotte,
North Carolina
| – | -$2.62K | -194 | Closed |
|
53
Simplex Trading
Chicago,
Illinois
| – | -$2K | -183 | Closed |
|
|
BTI
54
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -60 | Closed |
|
ARCE Hedge Fund Activity: Q1 2023 in Review
47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q1 2023, worth a combined $310M — down 4.8% from $326M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ARCE and 3 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 13 added.
The largest buyer was General Atlantic, adding an estimated $37.6M. The largest seller was Inherent Group, exiting entirely with an estimated $3.11M sold.
- 47 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q1 2023, down from 51 in Q4 2022.
- Funds reported $310M of Arco Platform Limited Class A Common Shares stock for Q1 2023, down 4.8% quarter-over-quarter.
- 3 funds opened new Arco Platform Limited Class A Common Shares positions in Q1 2023 and 7 closed out, a net change of -4 holders.
- The largest Arco Platform Limited Class A Common Shares buyer in Q1 2023 was General Atlantic, an estimated $37.6M added.
- The largest Arco Platform Limited Class A Common Shares seller in Q1 2023 was Inherent Group, an estimated $3.11M sold.
Based on aggregated 13F filings for Q1 2023.