Arco Platform Limited Class A Common Shares
ARCE
ARCE was delisted on the 6th of December, 2023.
58 hedge funds and large institutions have $385M invested in Arco Platform Limited Class A Common Shares in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 20 closing their positions.
94% more call options, than puts
Call options by funds: $334K | Put options by funds: $172K
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
15% more capital invested
Capital invested by funds: $336M → $385M (+$49M)
9% more funds holding
Funds holding: 53 → 58 (+5)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FourWorld Capital Management
New York
|
+$44.9M |
| 2 |
GCL
Glazer Capital LLC
New York
|
+$34.5M |
| 3 |
CCP
Corbin Capital Partners
New York
|
+$14.6M |
| 4 |
Morgan Stanley
New York
|
+$7.16M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APA
Arisaig Partners (Asia)
Singapore
|
-$27.5M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$27.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.7M |
| 4 |
TI
Truxt Investmentos
Rio De Janeiro,
Brazil
|
-$11.7M |
| 5 |
OMC
Oasis Management Company
Grand Cayman,
Cayman Islands
|
-$7.64M |
ARCE Hedge Fund Activity: Q3 2023 in Review
58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q3 2023, worth a combined $385M — up 15% from $336M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ARCE positions and 20 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was FourWorld Capital Management, adding an estimated $44.9M. The largest seller was Arisaig Partners (Asia), exiting entirely with an estimated $27.5M sold.
- 58 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q3 2023, up from 53 in Q2 2023.
- Funds reported $385M of Arco Platform Limited Class A Common Shares stock for Q3 2023, up 15% quarter-over-quarter.
- 25 funds opened new Arco Platform Limited Class A Common Shares positions in Q3 2023 and 20 closed out, a net change of +5 holders.
- The largest Arco Platform Limited Class A Common Shares buyer in Q3 2023 was FourWorld Capital Management, an estimated $44.9M added.
- The largest Arco Platform Limited Class A Common Shares seller in Q3 2023 was Arisaig Partners (Asia), an estimated $27.5M sold.
Based on aggregated 13F filings for Q3 2023.