El Pollo Loco
LOCO
116 hedge funds and large institutions have $215M invested in El Pollo Loco in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 22 closing their positions.
128% more call options, than puts
Call options by funds: $1.73M | Put options by funds: $759K
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
4.14% more ownership
Funds ownership: 70% → 74.14% (+4.1%)
2% more funds holding
Funds holding: 114 → 116 (+2)
4% more capital invested
Capital invested by funds: $206M → $215M (+$8.98M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.81M |
| 2 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
+$7.56M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.74M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$926K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$5.57M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.33M |
| 3 |
BlackRock
New York
|
-$1.61M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.38M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$833K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
126
Bailard
Foster City,
California
| – | -$217K | -24,200 | Closed |
|
|
CS
127
Credit Suisse
Zurich,
Switzerland
| – | -$177K | -19,771 | Closed |
|
|
QC
128
Quadrature Capital
London,
United Kingdom
| – | -$176K | -19,610 | Closed |
|
|
DFCM
129
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$155K | -17,333 | Closed |
|
130
UBS AM
Chicago,
Illinois
| – | -$152K | -16,967 | Closed |
|
131
HSBC Holdings
London,
United Kingdom
| – | -$100K | -11,218 | Closed |
|
|
OSAM
132
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$93.6K | -10,456 | Closed |
|
133
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$57.7K | -6,449 | Closed |
|
|
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| – | -$53K | -5,998 | Closed |
|
|
QT
135
Quantbot Technologies
New York
| – | -$47.8K | -5,344 | Closed |
|
|
QCG
136
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$14.6K | -1,634 | Closed |
|
137
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$13K | -1,490 | Closed |
|
|
VCM
138
Versant Capital Management
Phoenix,
Arizona
| – | -$1.78K | -199 | Closed |
|
LOCO Hedge Fund Activity: Q4 2023 in Review
116 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in El Pollo Loco (LOCO) for Q4 2023, worth a combined $215M — up 4.3% from $206M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new LOCO positions and 22 closed out — a net gain of 3 holders — while 37 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.81M. The largest seller was Millennium Management, cutting an estimated $5.57M.
- 116 institutional investors held El Pollo Loco (LOCO) as of Q4 2023, up from 114 in Q3 2023.
- Funds reported $215M of El Pollo Loco stock for Q4 2023, up 4.3% quarter-over-quarter.
- 25 funds opened new El Pollo Loco positions in Q4 2023 and 22 closed out, a net change of +3 holders.
- The largest El Pollo Loco buyer in Q4 2023 was Morgan Stanley, an estimated $9.81M added.
- The largest El Pollo Loco seller in Q4 2023 was Millennium Management, an estimated $5.57M sold.
Based on aggregated 13F filings for Q4 2023.