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Arcos Dorados Holdings

88 hedge funds and large institutions have $529M invested in Arcos Dorados Holdings in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $747K | Put options by funds: $619K

1.65% more ownership

Funds ownership: 83.04%84.69% (+1.6%)

1% more funds holding

Funds holding: 8788 (+1)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less capital invested

Capital invested by funds: $569M → $529M (-$40M)

31% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 36

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
14
Increased
25
Reduced
36
Closed
13
Calls
$747K
Puts
$619K
Net Calls
+$128K
Net Calls Change
+$747K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$78.4M
CAM
2
Coronation Asset Management
South Africa
$74.2M -$2.98M -585,532 -4%
BCIM
3
Black Creek Investment Management
Ontario, Canada
$48.9M +$1.86M +364,965 +4%
BIP
4
Brandes Investment Partners
California
$47.5M +$19.4M +3,811,666 +63%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$42.7M -$441K -86,548 -1%
Macquarie Group
6
Macquarie Group
Australia
$33.1M -$876K -172,058 -2%
Invesco
7
Invesco
Georgia
$30.9M +$4.24M +832,329 +15%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$15.1M
II
9
INCA Investments
Florida
$14.9M -$687K -135,012 -4%
CII
10
Capital International Inc
California
$14.5M -$548K -107,614 -3%
Morgan Stanley
11
Morgan Stanley
New York
$14.3M +$5.39M +1,058,000 +55%
CIS
12
Capital International Sarl
California
$13.8M -$1.27M -250,276 -8%
CGT
13
Capital Guardian Trust
California
$13.2M -$4.12M -809,329 -23%
Capital International Investors
14
Capital International Investors
California
$12.6M
Goldman Sachs
15
Goldman Sachs
New York
$10.2M -$385K -75,701 -3%
LOAMS
16
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.37M +$9.94M +1,952,866 New
PPA
17
Parametric Portfolio Associates
Washington
$7.81M -$32.1K -6,301 -0.4%
TAM
18
Third Avenue Management
New York
$7.2M -$94.3K -18,526 -1%
Northern Trust
19
Northern Trust
Illinois
$4.46M +$31.5K +6,191 +0.7%
RFC
20
Russell Frank Company
Washington
$2.94M -$471K -92,527 -13%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$2.6M
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$2.39M +$165K +32,393 +7%
MNA
23
Manning & Napier Advisors
New York
$2.31M +$432K +84,888 +21%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$2.29M -$59.1K -11,615 -2%
BA
25
BlackRock Advisors
Delaware
$1.97M +$488K +95,793 +30%

ARCO Hedge Fund Activity: Q1 2015 in Review

88 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Arcos Dorados Holdings (ARCO) for Q1 2015, worth a combined $529M — down 7% from $569M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ARCO positions and 13 closed out — a net gain of 1 holder — while 25 added to existing stakes and 36 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $19.4M. The largest seller was Hutchinson Capital Management, exiting entirely with an estimated $6.12M sold.

  • 88 institutional investors held Arcos Dorados Holdings (ARCO) as of Q1 2015, up from 87 in Q4 2014.
  • Funds reported $529M of Arcos Dorados Holdings stock for Q1 2015, down 7% quarter-over-quarter.
  • 14 funds opened new Arcos Dorados Holdings positions in Q1 2015 and 13 closed out, a net change of +1 holder.
  • The largest Arcos Dorados Holdings buyer in Q1 2015 was Brandes Investment Partners, an estimated $19.4M added.
  • The largest Arcos Dorados Holdings seller in Q1 2015 was Hutchinson Capital Management, an estimated $6.12M sold.

Based on aggregated 13F filings for Q1 2015.