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FOGO

Fogo de Chao, Inc. Common Stock
FOGO

Delisted

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

40 hedge funds and large institutions have $269M invested in Fogo de Chao, Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less funds holding

Funds holding: 4740 (-7)

21% less capital invested

Capital invested by funds: $341M → $269M (-$72.5M)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
40
Holders Change
-7
Holders Change %
-14.89%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
16
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$235M
PCMF
2
Private Capital Management (Florida)
Florida
$10.3M +$4.44M +347,170 +56%
HRCM
3
Hawk Ridge Capital Management
California
$3.24M +$209K +16,368 +6%
ACM
4
Archon Capital Management
Washington
$2.79M -$269K -21,000 -7%
CLM
5
ClearBridge LLC (Maryland)
Maryland
$2.67M -$1.18M -92,447 -27%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.54M -$2.37M -185,542 -44%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.08M +$185K +14,460 +8%
RGI
8
River Global Investors
United Kingdom
$1.9M +$2.3M +179,840 New
BFA
9
BlackRock Fund Advisors
California
$1.53M +$202K +15,786 +12%
BIT
10
BlackRock Institutional Trust
California
$1.29M
KCM
11
Kornitzer Capital Management
Kansas
$1.02M -$128K -10,029 -9%
WBC
12
Westpac Banking Corp
Australia
$710K +$860K +67,200 New
State Street
13
State Street
Massachusetts
$573K +$2.75K +215 +0.4%
Northern Trust
14
Northern Trust
Illinois
$558K +$41.4K +3,234 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$459K +$1.07K +84 +0.2%
MCM
16
Mork Capital Management
California
$423K
Citigroup
17
Citigroup
New York
$282K +$285K +22,295 +505%
SIM
18
Spark Investment Management
New York
$247K -$547K -42,766 -65%
BIM
19
BlackRock Investment Management
Delaware
$217K +$576 +45 +0.2%
KCP
20
KDI Capital Partners
North Carolina
$217K +$37.1K +2,902 +16%
RAM
21
Redmond Asset Management
Virginia
$213K -$1.34K -105 -0.5%
BCM
22
BlueCrest Capital Management
Jersey
$183K +$221K +17,281 New
Barclays
23
Barclays
United Kingdom
$154K -$492K -38,423 -72%
California State Teachers Retirement System (CalSTRS)
24
California State Teachers Retirement System (CalSTRS)
California
$109K -$1.28K -100 -1%
TA
25
Teachers Advisors
New York
$76K +$30K +2,341 +49%

FOGO Hedge Fund Activity: Q3 2016 in Review

40 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fogo de Chao, Inc. Common Stock (FOGO) for Q3 2016, worth a combined $269M — down 21% from $341M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FOGO and 3 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Private Capital Management (Florida), adding an estimated $4.44M. The largest seller was Bank of New York Mellon, cutting an estimated $2.37M.

  • 40 institutional investors held Fogo de Chao, Inc. Common Stock (FOGO) as of Q3 2016, down from 47 in Q2 2016.
  • Funds reported $269M of Fogo de Chao, Inc. Common Stock stock for Q3 2016, down 21% quarter-over-quarter.
  • 3 funds opened new Fogo de Chao, Inc. Common Stock positions in Q3 2016 and 10 closed out, a net change of -7 holders.
  • The largest Fogo de Chao, Inc. Common Stock buyer in Q3 2016 was Private Capital Management (Florida), an estimated $4.44M added.
  • The largest Fogo de Chao, Inc. Common Stock seller in Q3 2016 was Bank of New York Mellon, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2016.