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Arcos Dorados Holdings

103 hedge funds and large institutions have $1.19B invested in Arcos Dorados Holdings in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

9.13% less ownership

Funds ownership: 102.91%93.78% (-9.1%)

16% less funds holding

Funds holding: 123103 (-20)

24% less capital invested

Capital invested by funds: $1.58B → $1.19B (-$382M)

50% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 36

74% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $7.23M

Holders
103
Holders Change
-20
Holders Change %
-16.26%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
38
Reduced
31
Closed
36
Calls
$1.85M
Puts
$7.23M
Net Calls
-$5.38M
Net Calls Change
-$329K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$160M +$2.65M +282,651 +2%
CAM
2
Coronation Asset Management
South Africa
$118M +$30.2M +3,225,275 +36%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$79.5M -$37M -3,955,910 -33%
BCIM
4
Black Creek Investment Management
Ontario, Canada
$60.8M +$37.1M +3,958,320 +176%
Macquarie Group
5
Macquarie Group
Australia
$59.3M +$7.54M +805,711 +15%
CII
6
Capital International Inc
California
$54.3M -$267K -28,471 -0.5%
HAM
7
HHR Asset Management
New Jersey
$53.9M -$99.1K -10,587 -0.2%
Invesco
8
Invesco
Georgia
$52.9M +$6.18M +660,127 +14%
SB
9
Suntrust Banks
Georgia
$52.9M +$3.7M +395,213 +8%
Capital International Investors
10
Capital International Investors
California
$49.8M +$1.46M +155,818 +3%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$42.6M +$22.1M +2,365,046 +120%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$42.2M -$84.2M -8,990,457 -68%
CGT
13
Capital Guardian Trust
California
$39.7M -$722K -77,087 -2%
CIS
14
Capital International Sarl
California
$37.6M +$385K +41,113 +1%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$31.5M -$6.74K -720 -0%
Gates Foundation Trust
16
Gates Foundation Trust
Washington
$30.9M +$29.4M +3,145,655 New
TCM
17
Tiger Consumer Management
New York
$20.6M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$19.9M -$31.9M -3,412,649 -63%
TG
19
TCW Group
California
$15.9M -$2.5M -267,333 -14%
PPA
20
Parametric Portfolio Associates
Washington
$13.4M +$1.89M +201,641 +17%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$13.4M -$2.04M -218,006 -14%
Norges Bank
22
Norges Bank
Norway
$12M
RFS
23
Rockefeller Financial Services
New York
$11.1M -$762K -81,408 -7%
Goldman Sachs
24
Goldman Sachs
New York
$10.9M -$582K -62,196 -5%
Morgan Stanley
25
Morgan Stanley
New York
$9.79M +$5.21M +556,545 +126%

ARCO Hedge Fund Activity: Q1 2014 in Review

103 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Arcos Dorados Holdings (ARCO) for Q1 2014, worth a combined $1.19B — down 24% from $1.58B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of ARCO and 18 opened new positions — a net loss of 18 holders — while 31 trimmed existing stakes and 38 added.

The largest buyer was Black Creek Investment Management, adding an estimated $37.1M. The largest seller was Massachusetts Financial Services, cutting an estimated $84.2M.

  • 103 institutional investors held Arcos Dorados Holdings (ARCO) as of Q1 2014, down from 123 in Q4 2013.
  • Funds reported $1.19B of Arcos Dorados Holdings stock for Q1 2014, down 24% quarter-over-quarter.
  • 18 funds opened new Arcos Dorados Holdings positions in Q1 2014 and 36 closed out, a net change of -18 holders.
  • The largest Arcos Dorados Holdings buyer in Q1 2014 was Black Creek Investment Management, an estimated $37.1M added.
  • The largest Arcos Dorados Holdings seller in Q1 2014 was Massachusetts Financial Services, an estimated $84.2M sold.

Based on aggregated 13F filings for Q1 2014.