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El Pollo Loco
LOCO

124 hedge funds and large institutions have $634M invested in El Pollo Loco in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

25% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $1.37M

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

11% more capital invested

Capital invested by funds: $571M → $634M (+$63.3M)

2% more funds holding

Funds holding: 121 → 124 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.47% less ownership

Funds ownership: 98.48% → 96.01% (-2.5%)

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
45
Reduced
38
Closed
16
Calls
$1.71M
Puts
$1.37M
Net Calls
+$338K
Net Calls Change
-$1.6M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$8.48M
2
BlackRock
BlackRock
New York
+$6.1M
3
Northern Trust
Northern Trust
Illinois
+$4.96M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$1.62M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$9.08M
2
ICOM
Investment Counselors of Maryland
Maryland
-$4.87M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$1.66M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.6M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
101
Walled Lake Planning & Wealth Management
Illinois
$15K – – –
Federated Hermes
102
Federated Hermes
Pennsylvania
$9K +$7.76K +462 +906%
SWA
103
Sutton Wealth Advisors
Florida
$8.44K – – –
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$7K -$3.36K -200 -34%
Osaic Holdings
105
Osaic Holdings
Arizona
$5K -$25.2K -1,500 -85%
CFB
106
Cullen/Frost Bankers
Texas
$5K – – –
CFA
107
Carroll Financial Associates
North Carolina
$4K – – –
VCM
108
Versant Capital Management
Arizona
$4K – – –
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$4K +$672 +40 +20%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$3K – – –
PWPS
111
Pinnacle Wealth Planning Services
Ohio
$3K +$2.25K +134 New
PHK
112
Point72 Hong Kong
Hong Kong
$3K +$2.42K +144 New
FTDI
113
First Trust Direct Indexing
Massachusetts
$3K +$2.96K +176 New
LGA
114
Lebenthal Global Advisors
New York
$3K +$3.18K +189 New
ME
115
McIlrath & Eck
Washington
$2K – – –
US Bancorp
116
US Bancorp
Minnesota
$2K – – –
MF
117
Manchester Financial
California
$1K – – –
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$1K – – –
TFO
119
Tarbox Family Office
California
$1K – – –
PFBT
120
Parkside Financial Bank & Trust
Missouri
$1K +$487 +29 +78%
IAIM
121
International Assets Investment Management
Florida
$1K +$840 +50 New
SIAG
122
Safeguard Investment Advisory Group
California
$1K +$1.63K +97 New
AIG
123
American International Group
New York
$227 -$2.17K -129 -1%
DCM
124
Driehaus Capital Management
Illinois
– -$9.08M -560,500 Closed
Millennium Management
125
Millennium Management
New York
– -$2.03K -125,552 Closed
2 3 4
5
6

LOCO Hedge Fund Activity: Q4 2020 in Review

124 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in El Pollo Loco (LOCO) for Q4 2020, worth a combined $634M — up 11% from $571M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LOCO positions and 16 closed out — a net gain of 4 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Nuveen, adding an estimated $8.48M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $9.08M sold.

  • 124 institutional investors held El Pollo Loco (LOCO) as of Q4 2020, up from 121 in Q3 2020.
  • Funds reported $634M of El Pollo Loco stock for Q4 2020, up 11% quarter-over-quarter.
  • 20 funds opened new El Pollo Loco positions in Q4 2020 and 16 closed out, a net change of +4 holders.
  • The largest El Pollo Loco buyer in Q4 2020 was Nuveen, an estimated $8.48M added.
  • The largest El Pollo Loco seller in Q4 2020 was Driehaus Capital Management, an estimated $9.08M sold.

Based on aggregated 13F filings for Q4 2020.