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Arcos Dorados Holdings

94 hedge funds and large institutions have $1.27B invested in Arcos Dorados Holdings in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

13% more call options, than puts

Call options by funds: $6.66M | Put options by funds: $5.89M

6% more capital invested

Capital invested by funds: $1.19B → $1.27B (+$73.5M)

3% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 31

4.24% less ownership

Funds ownership: 93.78%89.55% (-4.2%)

9% less funds holding

Funds holding: 10394 (-9)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

Holders
94
Holders Change
-9
Holders Change %
-8.74%
% of All Funds
2.7%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
17
Increased
30
Reduced
31
Closed
25
Calls
$6.66M
Puts
$5.89M
Net Calls
+$763K
Net Calls Change
+$6.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$178M
CAM
2
Coronation Asset Management
South Africa
$137M +$5.02M +532,524 +4%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$92.4M +$3.55M +376,044 +5%
BCIM
4
Black Creek Investment Management
Ontario, Canada
$78.4M +$9.33M +989,551 +16%
Capital International Investors
5
Capital International Investors
California
$75.7M +$17.6M +1,863,892 +37%
Macquarie Group
6
Macquarie Group
Australia
$67M +$987K +104,632 +2%
Invesco
7
Invesco
Georgia
$58.9M +$45.1K +4,781 +0.1%
HAM
8
HHR Asset Management
New Jersey
$56.5M -$2.9M -308,006 -6%
VFA
9
Virtus Fund Advisers
Connecticut
$54M +$46.7M +4,954,942 New
CGT
10
Capital Guardian Trust
California
$50.1M +$5.13M +544,130 +13%
CII
11
Capital International Inc
California
$46.1M -$12.3M -1,299,786 -23%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$45.2M -$1.45M -153,550 -4%
CIS
13
Capital International Sarl
California
$43.5M +$1.45M +154,173 +4%
Gates Foundation Trust
14
Gates Foundation Trust
Washington
$34.3M
Norges Bank
15
Norges Bank
Norway
$26.6M +$11.5M +1,222,427 +100%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$24.6M -$8.95M -949,401 -30%
Morgan Stanley
17
Morgan Stanley
New York
$19.4M +$7.38M +782,690 +78%
TAM
18
Third Avenue Management
New York
$19.1M +$16.5M +1,753,614 New
HCM
19
Hutchinson Capital Management
California
$15.7M +$5.95M +631,188 +78%
PPA
20
Parametric Portfolio Associates
Washington
$15M +$12.8K +1,357 +0.1%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$14.2M -$536K -56,813 -4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$13.2M -$7.66M -812,153 -40%
Goldman Sachs
23
Goldman Sachs
New York
$12.1M -$13.4K -1,426 -0.1%
Capital Research Global Investors
24
Capital Research Global Investors
California
$9.86M +$8.53M +904,485 New
ICP
25
Indus Capital Partners
New York
$7.96M

ARCO Hedge Fund Activity: Q2 2014 in Review

94 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Arcos Dorados Holdings (ARCO) for Q2 2014, worth a combined $1.27B — up 6.2% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ARCO and 17 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 30 added.

The largest buyer was Capital International Investors, adding an estimated $17.6M. The largest seller was Suntrust Banks, cutting an estimated $48.6M.

  • 94 institutional investors held Arcos Dorados Holdings (ARCO) as of Q2 2014, down from 103 in Q1 2014.
  • Funds reported $1.27B of Arcos Dorados Holdings stock for Q2 2014, up 6.2% quarter-over-quarter.
  • 17 funds opened new Arcos Dorados Holdings positions in Q2 2014 and 25 closed out, a net change of -8 holders.
  • The largest Arcos Dorados Holdings buyer in Q2 2014 was Capital International Investors, an estimated $17.6M added.
  • The largest Arcos Dorados Holdings seller in Q2 2014 was Suntrust Banks, an estimated $48.6M sold.

Based on aggregated 13F filings for Q2 2014.