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El Pollo Loco

81 hedge funds and large institutions have $271M invested in El Pollo Loco in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

6% less funds holding

Funds holding: 8681 (-5)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less capital invested

Capital invested by funds: $562M → $271M (-$291M)

59% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $15.3M

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
32
Reduced
24
Closed
23
Calls
$6.33M
Puts
$15.3M
Net Calls
-$8.95M
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trimaran Fund Management
New York
$181M
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.1M +$1.15M +73,389 +6%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$10.4M +$7.38M +471,754 +97%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.78M +$7.45M +476,541 +195%
JG
5
Jefferies Group
New York
$7.71M -$46.3M -2,960,000 -81%
Millennium Management
6
Millennium Management
New York
$7.43M +$8.87M +567,403 +466%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$6.51M +$9.44M +603,800 New
BIT
8
BlackRock Institutional Trust
California
$4.47M +$1.05M +67,289 +19%
BFA
9
BlackRock Fund Advisors
California
$3.39M -$77.5K -4,957 -2%
Morgan Stanley
10
Morgan Stanley
New York
$3.1M -$3.42M -218,830 -43%
Citadel Advisors
11
Citadel Advisors
Florida
$2.04M +$2.3M +147,362 +351%
GAM
12
Gotham Asset Management
New York
$1.75M +$1.91M +122,162 +306%
PCM
13
Portolan Capital Management
Massachusetts
$1.65M +$2.4M +153,237 New
State Street
14
State Street
Massachusetts
$1.62M +$624K +39,877 +36%
Northern Trust
15
Northern Trust
Illinois
$1.62M +$760K +48,630 +48%
ST
16
Spot Trading
Illinois
$1.6M +$2.04M +130,250 +724%
Capstone Investment Advisors
17
Capstone Investment Advisors
New York
$1.52M +$2.21M +141,200 New
Citigroup
18
Citigroup
New York
$1.44M +$1.12M +71,364 +115%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.02M +$52K +3,325 +4%
CS
20
Credit Suisse
Switzerland
$837K +$858K +54,880 +241%
Group One Trading
21
Group One Trading
Illinois
$817K +$763K +48,761 +180%
Wells Fargo
22
Wells Fargo
California
$661K +$589K +37,644 +160%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$639K -$20.6K -1,318 -2%
TI
24
Trexquant Investment
Connecticut
$627K +$910K +58,200 New
TH
25
Timber Hill
Connecticut
$523K -$315K -20,148 -29%

LOCO Hedge Fund Activity: Q3 2015 in Review

81 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in El Pollo Loco (LOCO) for Q3 2015, worth a combined $271M — down 52% from $562M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of LOCO and 18 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 32 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $9.44M. The largest seller was Jefferies Group, cutting an estimated $46.3M.

  • 81 institutional investors held El Pollo Loco (LOCO) as of Q3 2015, down from 86 in Q2 2015.
  • Funds reported $271M of El Pollo Loco stock for Q3 2015, down 52% quarter-over-quarter.
  • 18 funds opened new El Pollo Loco positions in Q3 2015 and 23 closed out, a net change of -5 holders.
  • The largest El Pollo Loco buyer in Q3 2015 was Fidelity Investments, an estimated $9.44M added.
  • The largest El Pollo Loco seller in Q3 2015 was Jefferies Group, an estimated $46.3M sold.

Based on aggregated 13F filings for Q3 2015.