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ARKO Corp

108 hedge funds and large institutions have $810M invested in ARKO Corp in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

729% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $313K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

31% more capital invested

Capital invested by funds: $619M → $810M (+$191M)

19.07% more ownership

Funds ownership: 60.35%79.42% (+19%)

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

4% less funds holding

Funds holding: 112108 (-4)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
16
Increased
40
Reduced
35
Closed
20
Calls
$2.6M
Puts
$313K
Net Calls
+$2.28M
Net Calls Change
+$885K
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
1
Davidson Kempner Capital Management
New York
$196M
DKP
2
Davidson Kempner Partners
New York
$196M +$193M +23,139,671 New
HH
3
HP Holding
New York
$87M
PF
4
Phoenix Financial
Israel
$49.3M +$1.84M +220,291 +4%
BlackRock
5
BlackRock
New York
$46.9M +$660K +79,140 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$35.4M +$336K +40,367 +1%
CU
7
CDAM (UK)
United Kingdom
$32.9M
Invesco
8
Invesco
Georgia
$32.3M -$536K -64,368 -2%
AM
9
Ares Management
California
$17.9M
State Street
10
State Street
Massachusetts
$15.5M +$28.6K +3,436 +0.2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$13.1M +$788K +94,534 +7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$8.62M -$47.3K -5,670 -0.6%
Charles Schwab
13
Charles Schwab
California
$8.12M +$104K +12,427 +1%
CI
14
Clal Insurance
Israel
$6.39M
Northern Trust
15
Northern Trust
Illinois
$6.1M +$129K +15,490 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.11M -$67K -8,042 -1%
Millennium Management
17
Millennium Management
New York
$4.87M -$2.02M -241,895 -30%
HA
18
Homestead Advisers
Virginia
$4.51M +$602K +72,217 +16%
Goldman Sachs
19
Goldman Sachs
New York
$3.91M +$1.75M +209,794 +84%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.05M
VOYA Investment Management
21
VOYA Investment Management
Georgia
$2.39M +$611K +73,260 +35%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.75M -$1.55M -186,256 -48%
KCM
23
Kennedy Capital Management
Missouri
$1.73M
CM
24
CM Management
Florida
$1.61M
Renaissance Technologies
25
Renaissance Technologies
New York
$1.55M +$247K +29,600 +19%

ARKO Hedge Fund Activity: Q1 2023 in Review

108 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ARKO Corp (ARKO) for Q1 2023, worth a combined $810M — up 31% from $619M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ARKO and 16 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 40 added.

The largest buyer was Phoenix Financial, adding an estimated $1.84M. The largest seller was Millennium Management, cutting an estimated $2.02M.

  • 108 institutional investors held ARKO Corp (ARKO) as of Q1 2023, down from 112 in Q4 2022.
  • Funds reported $810M of ARKO Corp stock for Q1 2023, up 31% quarter-over-quarter.
  • 16 funds opened new ARKO Corp positions in Q1 2023 and 20 closed out, a net change of -4 holders.
  • The largest ARKO Corp buyer in Q1 2023 was Phoenix Financial, an estimated $1.84M added.
  • The largest ARKO Corp seller in Q1 2023 was Millennium Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2023.