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El Pollo Loco

103 hedge funds and large institutions have $368M invested in El Pollo Loco in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

13% more funds holding

Funds holding: 91103 (+12)

0% more capital invested

Capital invested by funds: $367M → $368M (+$894K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

54% less call options, than puts

Call options by funds: $8.86M | Put options by funds: $19.3M

Holders
103
Holders Change
+12
Holders Change %
+13.19%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
37
Reduced
25
Closed
12
Calls
$8.86M
Puts
$19.3M
Net Calls
-$10.4M
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trimaran Fund Management
New York
$211M
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.9M +$1.71M +127,748 +9%
BFA
3
BlackRock Fund Advisors
California
$19.7M +$13.9M +1,036,034 +197%
CIP
4
Champlain Investment Partners
Vermont
$16.4M -$631K -47,025 -3%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$15.9M -$2.06M -153,370 -11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$13.2M -$4.33M -322,600 -23%
RCMC
7
RK Capital Management (Colorado)
Colorado
$7.38M +$3.96M +294,859 +101%
BIT
8
BlackRock Institutional Trust
California
$6.36M +$90.4K +6,740 +1%
Group One Trading
9
Group One Trading
Illinois
$6.05M +$99.1K +7,382 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$5.51M -$266K -19,800 -4%
State Street
11
State Street
Massachusetts
$4.35M +$1.39M +103,499 +43%
SCM
12
SG Capital Management
Illinois
$4.04M -$6.11M -454,996 -59%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.02M +$2M +149,299 +165%
Northern Trust
14
Northern Trust
Illinois
$2.66M +$1.79M +133,219 +171%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.55M +$172K +12,793 +7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.08M -$25.7K -1,914 -1%
Morgan Stanley
17
Morgan Stanley
New York
$2.04M +$14.3K +1,065 +0.7%
Principal Financial Group
18
Principal Financial Group
Iowa
$1.96M +$2.09M +155,655 New
PCM
19
Portolan Capital Management
Massachusetts
$1.69M -$2.11M -157,078 -54%
Deutsche Bank
20
Deutsche Bank
Germany
$1.63M +$60.7K +4,520 +4%
Citigroup
21
Citigroup
New York
$1.46M +$74.8K +5,577 +5%
Ameriprise
22
Ameriprise
Minnesota
$1.34M +$1.43M +106,223 New
BIM
23
BlackRock Investment Management
Delaware
$1.2M +$121K +8,987 +10%
Bank of America
24
Bank of America
North Carolina
$1.03M +$108K +8,081 +11%
RB
25
Rodgers Brothers
Pennsylvania
$881K -$42.9K -3,200 -4%

LOCO Hedge Fund Activity: Q3 2016 in Review

103 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in El Pollo Loco (LOCO) for Q3 2016, worth a combined $368M — up 0.24% from $367M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LOCO positions and 12 closed out — a net gain of 12 holders — while 37 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $13.9M. The largest seller was SG Capital Management, cutting an estimated $6.11M.

  • 103 institutional investors held El Pollo Loco (LOCO) as of Q3 2016, up from 91 in Q2 2016.
  • Funds reported $368M of El Pollo Loco stock for Q3 2016, up 0.24% quarter-over-quarter.
  • 24 funds opened new El Pollo Loco positions in Q3 2016 and 12 closed out, a net change of +12 holders.
  • The largest El Pollo Loco buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $13.9M added.
  • The largest El Pollo Loco seller in Q3 2016 was SG Capital Management, an estimated $6.11M sold.

Based on aggregated 13F filings for Q3 2016.