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El Pollo Loco

112 hedge funds and large institutions have $307M invested in El Pollo Loco in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 32

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

4.55% more ownership

Funds ownership: 78.95%83.5% (+4.5%)

1% more capital invested

Capital invested by funds: $302M → $307M (+$4.49M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 113112 (-1)

78% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $8.88M

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
49
Reduced
32
Closed
14
Calls
$1.95M
Puts
$8.88M
Net Calls
-$6.93M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trimaran Fund Management
New York
$159M
BlackRock
2
BlackRock
New York
$29.1M +$1.97M +199,056 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.3M -$96.4K -9,722 -0.5%
CIP
4
Champlain Investment Partners
Vermont
$13.6M -$15K -1,510 -0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.2M +$4.21M +424,928 +44%
RA
6
Royce & Associates
New York
$4.36M +$3.14M +316,174 +221%
State Street
7
State Street
Massachusetts
$4.24M -$1.49M -150,243 -25%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.97M +$613K +61,811 +17%
Two Sigma Investments
9
Two Sigma Investments
New York
$3.55M +$1.45M +146,026 +64%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.62M -$3.28K -331 -0.1%
Two Sigma Advisers
11
Two Sigma Advisers
New York
$2.62M +$604K +60,862 +28%
Prudential Financial
12
Prudential Financial
New Jersey
$2.55M +$1.92M +193,790 +259%
PCA
13
Personal Capital Advisors
California
$2.48M +$1.8M +181,392 +226%
Deutsche Bank
14
Deutsche Bank
Germany
$2.4M +$819K +82,608 +49%
Renaissance Technologies
15
Renaissance Technologies
New York
$2.3M -$121K -12,173 -5%
Morgan Stanley
16
Morgan Stanley
New York
$2.17M +$1.22M +123,403 +117%
Northern Trust
17
Northern Trust
Illinois
$2.13M +$8.06K +813 +0.4%
OAM
18
Oxford Asset Management
United Kingdom
$2.02M -$973K -98,150 -32%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.98M -$204K -20,575 -9%
BCM
20
Bridgeway Capital Management
Texas
$1.71M
PPA
21
Parametric Portfolio Associates
Washington
$1.69M +$1.65M +166,322 +1,408%
Principal Financial Group
22
Principal Financial Group
Iowa
$1.58M +$39.1K +3,938 +2%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$1.5M +$14.3K +1,438 +0.9%
Citadel Advisors
24
Citadel Advisors
Florida
$1.44M +$736K +74,256 +96%
PI
25
Putnam Investments
Massachusetts
$1.15M +$1.2M +121,500 New

LOCO Hedge Fund Activity: Q1 2018 in Review

112 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in El Pollo Loco (LOCO) for Q1 2018, worth a combined $307M — up 1.5% from $302M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LOCO positions and 14 closed out — a net gain of 2 holders — while 49 added to existing stakes and 32 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.21M. The largest seller was Millennium Management, cutting an estimated $2.16M.

  • 112 institutional investors held El Pollo Loco (LOCO) as of Q1 2018, down from 113 in Q4 2017.
  • Funds reported $307M of El Pollo Loco stock for Q1 2018, up 1.5% quarter-over-quarter.
  • 16 funds opened new El Pollo Loco positions in Q1 2018 and 14 closed out, a net change of +2 holders.
  • The largest El Pollo Loco buyer in Q1 2018 was Dimensional Fund Advisors, an estimated $4.21M added.
  • The largest El Pollo Loco seller in Q1 2018 was Millennium Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2018.