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Arcos Dorados Holdings

87 hedge funds and large institutions have $569M invested in Arcos Dorados Holdings in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2% more funds holding

Funds holding: 8587 (+2)

1.16% more ownership

Funds ownership: 81.89%83.04% (+1.2%)

8% less capital invested

Capital invested by funds: $620M → $569M (-$51.1M)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

54% less call options, than puts

Call options by funds: $524K | Put options by funds: $1.14M

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
24
Reduced
29
Closed
17
Calls
$524K
Puts
$1.14M
Net Calls
-$619K
Net Calls Change
+$181K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$86.1M
CAM
2
Coronation Asset Management
South Africa
$84.5M +$5.89M +998,100 +7%
BCIM
3
Black Creek Investment Management
Ontario, Canada
$51.7M +$2.76M +467,489 +5%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$47.3M +$2.62M +444,452 +5%
Macquarie Group
5
Macquarie Group
Australia
$37.2M -$301K -51,083 -0.7%
BIP
6
Brandes Investment Partners
California
$32.1M +$35.9M +6,094,993 New
Invesco
7
Invesco
Georgia
$29.6M +$1.16M +195,952 +4%
CGT
8
Capital Guardian Trust
California
$18.8M -$5.79M -981,757 -22%
II
9
INCA Investments
Florida
$17M +$19.1M +3,233,053 New
Gates Foundation Trust
10
Gates Foundation Trust
Washington
$16.6M
CIS
11
Capital International Sarl
California
$16.5M -$5.07M -860,391 -22%
CII
12
Capital International Inc
California
$16.5M -$6.38M -1,082,126 -26%
Capital International Investors
13
Capital International Investors
California
$13.8M -$3.27M -554,533 -17%
Goldman Sachs
14
Goldman Sachs
New York
$11.6M +$4.22M +714,922 +48%
Morgan Stanley
15
Morgan Stanley
New York
$10.1M +$406K +68,913 +4%
PPA
16
Parametric Portfolio Associates
Washington
$8.6M +$39.5K +6,693 +0.4%
TAM
17
Third Avenue Management
New York
$8M -$1.46M -248,053 -14%
HCM
18
Hutchinson Capital Management
California
$6.12M -$1.56M -263,844 -18%
Capital Research Global Investors
19
Capital Research Global Investors
California
$5.41M
Northern Trust
20
Northern Trust
Illinois
$4.86M +$242K +41,113 +5%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$4.48M -$18.9M -3,199,110 -79%
SGDR
22
SPX Gestao de Recursos
Brazil
$4.35M +$4.87M +825,641 New
RFC
23
Russell Frank Company
Washington
$3.71M -$163K -27,643 -4%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$2.6M +$228K +38,646 +9%
Mitsubishi UFJ Trust & Banking
25
Mitsubishi UFJ Trust & Banking
Japan
$2.58M -$20.6K -3,494 -0.7%

ARCO Hedge Fund Activity: Q4 2014 in Review

87 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Arcos Dorados Holdings (ARCO) for Q4 2014, worth a combined $569M — down 8.2% from $620M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ARCO positions and 17 closed out — a net gain of 4 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $35.9M. The largest seller was Massachusetts Financial Services, cutting an estimated $18.9M.

  • 87 institutional investors held Arcos Dorados Holdings (ARCO) as of Q4 2014, up from 85 in Q3 2014.
  • Funds reported $569M of Arcos Dorados Holdings stock for Q4 2014, down 8.2% quarter-over-quarter.
  • 21 funds opened new Arcos Dorados Holdings positions in Q4 2014 and 17 closed out, a net change of +4 holders.
  • The largest Arcos Dorados Holdings buyer in Q4 2014 was Brandes Investment Partners, an estimated $35.9M added.
  • The largest Arcos Dorados Holdings seller in Q4 2014 was Massachusetts Financial Services, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2014.