Arcos Dorados Holdings
ARCO
161 hedge funds and large institutions have $763M invested in Arcos Dorados Holdings in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 49 reducing their positions, and 29 closing their positions.
251% more call options, than puts
Call options by funds: $776K | Put options by funds: $221K
17% more capital invested
Capital invested by funds: $651M → $763M (+$112M)
2.84% more ownership
Funds ownership: 67.91% → 70.75% (+2.8%)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
2% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 49
1% less funds holding
Funds holding: 163 → 161 (-2)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$16.1M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$14.6M |
| 3 |
Lazard Asset Management
New York
|
+$13.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$8.71M |
| 5 |
FC
Fundamenta Capital
Montevideo,
|
+$7.61M |
Top Sellers
| 1 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$13M |
| 2 |
EVC
Emeth Value Capital
New Orleans,
Louisiana
|
-$7.68M |
| 3 |
Goldman Sachs
New York
|
-$6.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.2M |
| 5 |
Renaissance Technologies
New York
|
-$4.09M |
ARCO Hedge Fund Activity: Q1 2026 in Review
161 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Arcos Dorados Holdings (ARCO) for Q1 2026, worth a combined $763M — up 17% from $651M a quarter earlier.
Fund positioning in ARCO was balanced in Q1 2026: 29 funds opened new positions, 29 closed out, 48 added to existing stakes and 49 trimmed.
The largest buyer was SEI Investments, adding an estimated $16.1M. The largest seller was SPX Gestao de Recursos, cutting an estimated $13M.
- 161 institutional investors held Arcos Dorados Holdings (ARCO) as of Q1 2026, down from 163 in Q4 2025.
- Funds reported $763M of Arcos Dorados Holdings stock for Q1 2026, up 17% quarter-over-quarter.
- 29 funds opened new Arcos Dorados Holdings positions in Q1 2026 and 29 closed out, a net change of 0 holders.
- The largest Arcos Dorados Holdings buyer in Q1 2026 was SEI Investments, an estimated $16.1M added.
- The largest Arcos Dorados Holdings seller in Q1 2026 was SPX Gestao de Recursos, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2026.