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El Pollo Loco

119 hedge funds and large institutions have $285M invested in El Pollo Loco in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

18% more capital invested

Capital invested by funds: $241M → $285M (+$43.9M)

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

5% more funds holding

Funds holding: 113119 (+6)

1.86% more ownership

Funds ownership: 79.16%81.03% (+1.9%)

20% less call options, than puts

Call options by funds: $499K | Put options by funds: $620K

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
42
Reduced
37
Closed
19
Calls
$499K
Puts
$620K
Net Calls
-$121K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
76
Graham Capital Management
Connecticut
$206K +$182K +18,235 New
SSA
77
Schonfeld Strategic Advisors
New York
$205K +$180K +18,120 New
MIM
78
MetLife Investment Management
New Jersey
$182K +$56.8K +5,709 +55%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$172K +$10.9K +1,090 +8%
Franklin Resources
80
Franklin Resources
California
$169K +$148K +14,899 New
Mirae Asset Global ETFs Holdings
81
Mirae Asset Global ETFs Holdings
Hong Kong
$166K +$146K +14,643 New
CF
82
Corebridge Financial
Texas
$164K +$144K +14,469 New
LPL Financial
83
LPL Financial
California
$149K +$22.7K +2,277 +21%
CC
84
Corton Capital
Ontario, Canada
$145K +$128K +12,828 New
KFS
85
Kaizen Financial Strategies
California
$131K +$110K +11,000 New
PTC
86
Petrus Trust Company
Texas
$122K -$383K -38,477 -78%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$118K +$2.66K +267 +3%
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$114K -$397K -39,906 -80%
BTI
89
Blue Trust Inc
Georgia
$101K
CFM
90
Catalyst Funds Management
Australia
$78.9K -$55.8K -5,600 -45%
Citigroup
91
Citigroup
New York
$78.6K +$9.92K +996 +17%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$73.9K +$30 +3 +0%
TRCT
93
Tower Research Capital (TRC)
New York
$66.7K +$56K +5,625 +2,083%
Osaic Holdings
94
Osaic Holdings
Arizona
$66K -$8.96K -900 -13%
Lazard Asset Management
95
Lazard Asset Management
New York
$55K +$39.1K +3,922 +413%
ACM
96
Aquatic Capital Management
Illinois
$49.8K -$102K -10,200 -70%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$43K +$9.65K +969 +34%
AIP
98
Ameritas Investment Partners
Nebraska
$31.9K
QL
99
Quarry LP
New York
$30.1K +$26.5K +2,664 New
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$29K +$25.4K +2,546 New

LOCO Hedge Fund Activity: Q2 2024 in Review

119 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in El Pollo Loco (LOCO) for Q2 2024, worth a combined $285M — up 18% from $241M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new LOCO positions and 19 closed out — a net gain of 6 holders — while 42 added to existing stakes and 37 trimmed.

The largest buyer was Fund 1 Investments, adding an estimated $9.36M. The largest seller was Fidelity Investments, cutting an estimated $10.7M.

  • 119 institutional investors held El Pollo Loco (LOCO) as of Q2 2024, up from 113 in Q1 2024.
  • Funds reported $285M of El Pollo Loco stock for Q2 2024, up 18% quarter-over-quarter.
  • 25 funds opened new El Pollo Loco positions in Q2 2024 and 19 closed out, a net change of +6 holders.
  • The largest El Pollo Loco buyer in Q2 2024 was Fund 1 Investments, an estimated $9.36M added.
  • The largest El Pollo Loco seller in Q2 2024 was Fidelity Investments, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2024.