Arco Platform Limited Class A Common Shares
ARCE
ARCE was delisted on the 6th of December, 2023.
57 hedge funds and large institutions have $280M invested in Arco Platform Limited Class A Common Shares in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 10 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
2% less funds holding
Funds holding: 58 → 57 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
28% less capital invested
Capital invested by funds: $387M → $280M (-$107M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Newfoundland Capital Management
Sao Paulo,
Brazil
|
+$10.4M |
| 2 |
GI
Gavea Investimentos
Rj,
Brazil
|
+$9.24M |
| 3 |
WM
Wishbone Management
Chicago,
Illinois
|
+$3.53M |
| 4 |
KC
Keenan Capital
Burlingame,
California
|
+$3.41M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$15.1M |
| 2 |
GEM
Global Endowment Management
Charlotte,
North Carolina
|
-$6.47M |
| 3 |
PCM
Philosophy Capital Management
Alamo,
California
|
-$3.42M |
| 4 |
TG
TCW Group
Los Angeles,
California
|
-$3.04M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$1.01M |
ARCE Hedge Fund Activity: Q3 2022 in Review
57 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Arco Platform Limited Class A Common Shares (ARCE) for Q3 2022, worth a combined $280M — down 28% from $387M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ARCE and 9 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 15 added.
The largest buyer was Newfoundland Capital Management, opening a new position worth an estimated $10.4M. The largest seller was Capital World Investors, cutting an estimated $15.1M.
- 57 institutional investors held Arco Platform Limited Class A Common Shares (ARCE) as of Q3 2022, down from 58 in Q2 2022.
- Funds reported $280M of Arco Platform Limited Class A Common Shares stock for Q3 2022, down 28% quarter-over-quarter.
- 9 funds opened new Arco Platform Limited Class A Common Shares positions in Q3 2022 and 10 closed out, a net change of -1 holder.
- The largest Arco Platform Limited Class A Common Shares buyer in Q3 2022 was Newfoundland Capital Management, an estimated $10.4M added.
- The largest Arco Platform Limited Class A Common Shares seller in Q3 2022 was Capital World Investors, an estimated $15.1M sold.
Based on aggregated 13F filings for Q3 2022.