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Arcos Dorados Holdings

92 hedge funds and large institutions have $546M invested in Arcos Dorados Holdings in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

1.51% more ownership

Funds ownership: 65.79%67.3% (+1.5%)

4% less funds holding

Funds holding: 9692 (-4)

5% less capital invested

Capital invested by funds: $576M → $546M (-$30.2M)

16% less call options, than puts

Call options by funds: $119K | Put options by funds: $142K

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
31
Reduced
28
Closed
18
Calls
$119K
Puts
$142K
Net Calls
-$23K
Net Calls Change
-$622K
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$139M -$468K -65,844 -0.3%
Invesco
2
Invesco
Georgia
$53M -$562K -79,143 -1%
IVA
3
International Value Advisers
$45.4M -$3.06M -430,041 -6%
MCM
4
Moerus Capital Management
New York
$36.9M -$2.43M -342,603 -6%
II
5
INCA Investments
Florida
$36.1M +$1.71M +240,301 +5%
Macquarie Group
6
Macquarie Group
Australia
$34.7M -$4.82M -678,857 -11%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$21.4M -$878K -123,546 -4%
Gates Foundation Trust
8
Gates Foundation Trust
Washington
$20.6M
Morgan Stanley
9
Morgan Stanley
New York
$18.8M -$374K -52,675 -2%
BlackRock
10
BlackRock
New York
$15.1M -$2.17M -305,496 -12%
IUHSA
11
Itau Unibanco Holding S.A.
Brazil
$13.2M +$14.3M +2,017,478 New
CG
12
Carmignac Gestion
France
$8.37M +$706K +99,390 +8%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$8.15M -$350K -49,274 -4%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$7.37M +$121K +17,098 +2%
Norges Bank
15
Norges Bank
Norway
$6.78M
RGI
16
River Global Investors
United Kingdom
$6.04M +$698K +98,198 +12%
MWNA
17
Marshall Wace North America
New York
$4.17M +$3.93M +553,213 +648%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.03M +$4.38M +616,643 New
Millennium Management
19
Millennium Management
New York
$3.61M +$3.8M +534,970 +3,050%
Charles Schwab
20
Charles Schwab
California
$3.52M +$1.35M +190,372 +55%
DCM
21
Driehaus Capital Management
Illinois
$3.5M +$3.8M +535,264 New
OKSA
22
O'Keefe Stevens Advisory
New York
$3.26M +$71.1K +10,005 +2%
GC
23
Globeflex Capital
California
$3.05M
NCM
24
Newfoundland Capital Management
Brazil
$3.05M +$3.31M +465,816 New
Two Sigma Advisers
25
Two Sigma Advisers
New York
$2.91M -$774K -108,950 -20%

ARCO Hedge Fund Activity: Q3 2019 in Review

92 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Arcos Dorados Holdings (ARCO) for Q3 2019, worth a combined $546M — down 5.3% from $576M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ARCO and 15 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 31 added.

The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $14.3M. The largest seller was Compass Group, exiting entirely with an estimated $8.38M sold.

  • 92 institutional investors held Arcos Dorados Holdings (ARCO) as of Q3 2019, down from 96 in Q2 2019.
  • Funds reported $546M of Arcos Dorados Holdings stock for Q3 2019, down 5.3% quarter-over-quarter.
  • 15 funds opened new Arcos Dorados Holdings positions in Q3 2019 and 18 closed out, a net change of -3 holders.
  • The largest Arcos Dorados Holdings buyer in Q3 2019 was Itau Unibanco Holding S.A., an estimated $14.3M added.
  • The largest Arcos Dorados Holdings seller in Q3 2019 was Compass Group, an estimated $8.38M sold.

Based on aggregated 13F filings for Q3 2019.