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FOGO

Fogo de Chao, Inc. Common Stock
FOGO

Delisted

FOGO was delisted on the 4th of April, 2018.

48 hedge funds and large institutions have $401M invested in Fogo de Chao, Inc. Common Stock in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $419M → $401M (-$18.4M)

16% less funds holding

Funds holding: 5748 (-9)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
48
Holders Change
-9
Holders Change %
-15.79%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
24
Reduced
11
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$337M
PCMF
2
Private Capital Management (Florida)
Florida
$10.6M +$10.8M +696,619 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.88M +$20K +1,291 +0.3%
CLM
4
ClearBridge LLC (Maryland)
Maryland
$4.97M +$184K +11,910 +4%
HRCM
5
Hawk Ridge Capital Management
California
$4.94M +$1.24M +80,400 +33%
ACM
6
Archon Capital Management
Washington
$4.87M +$464K +30,000 +10%
Ameriprise
7
Ameriprise
Minnesota
$4.06M +$2.8M +180,838 +208%
TCIM
8
TIAA CREF Investment Management
New York
$3.94M -$701K -45,256 -15%
PCM
9
Palisade Capital Management
New Jersey
$3.55M -$408K -26,352 -10%
KCM
10
Kornitzer Capital Management
Kansas
$2.39M +$124K +8,000 +5%
BFA
11
BlackRock Fund Advisors
California
$2.05M +$58.2K +3,760 +3%
Vanguard Group
12
Vanguard Group
Pennsylvania
$2.01M +$410K +26,507 +25%
BIT
13
BlackRock Institutional Trust
California
$1.82M +$137K +8,840 +8%
Invesco
14
Invesco
Georgia
$1.59M +$333K +21,523 +26%
KA
15
Kerrisdale Advisers
Florida
$1.5M +$1.53M +99,032 New
Deutsche Bank
16
Deutsche Bank
Germany
$1.45M -$2.63M -169,875 -64%
Barclays
17
Barclays
United Kingdom
$1.07M +$1.1M +71,300 New
Norges Bank
18
Norges Bank
Norway
$1.06M +$927K +59,880 +599%
State Street
19
State Street
Massachusetts
$820K +$346K +22,328 +70%
Northern Trust
20
Northern Trust
Illinois
$798K +$615K +39,724 +307%
SIM
21
Spark Investment Management
New York
$756K +$773K +49,900 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$527K +$332K +21,435 +160%
JP Morgan Chase
23
JP Morgan Chase
New York
$517K -$1.02M -65,600 -66%
Bank of America
24
Bank of America
North Carolina
$481K +$21.9K +1,417 +5%
Boston Partners
25
Boston Partners
Massachusetts
$455K

FOGO Hedge Fund Activity: Q4 2015 in Review

48 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Fogo de Chao, Inc. Common Stock (FOGO) for Q4 2015, worth a combined $401M — down 4.4% from $419M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FOGO and 9 opened new positions — a net loss of 9 holders — while 11 trimmed existing stakes and 24 added.

The largest buyer was Private Capital Management (Florida), opening a new position worth an estimated $10.8M. The largest seller was Dragoneer Investment Group, exiting entirely with an estimated $4.73M sold.

  • 48 institutional investors held Fogo de Chao, Inc. Common Stock (FOGO) as of Q4 2015, down from 57 in Q3 2015.
  • Funds reported $401M of Fogo de Chao, Inc. Common Stock stock for Q4 2015, down 4.4% quarter-over-quarter.
  • 9 funds opened new Fogo de Chao, Inc. Common Stock positions in Q4 2015 and 18 closed out, a net change of -9 holders.
  • The largest Fogo de Chao, Inc. Common Stock buyer in Q4 2015 was Private Capital Management (Florida), an estimated $10.8M added.
  • The largest Fogo de Chao, Inc. Common Stock seller in Q4 2015 was Dragoneer Investment Group, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2015.