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TACO

Del Taco Restaurants, Inc. Common Stock

Delisted

TACO was delisted on the 7th of March, 2022.

106 hedge funds and large institutions have $378M invested in Del Taco Restaurants, Inc. Common Stock in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

17% more call options, than puts

Call options by funds: $324K | Put options by funds: $276K

6% less capital invested

Capital invested by funds: $400M → $378M (-$22.1M)

17% less funds holding

Funds holding: 128106 (-22)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
106
Holders Change
-22
Holders Change %
-17.19%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
42
Reduced
35
Closed
28
Calls
$324K
Puts
$276K
Net Calls
+$48K
Net Calls Change
-$411K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.9M +$10M +749,348 +22%
BM
2
Belfer Management
New York
$36.1M +$3.34M +250,000 +10%
FCM
3
Frontier Capital Management
Massachusetts
$24.6M +$744K +55,672 +3%
BlackRock
4
BlackRock
New York
$23.5M +$23.6M +1,766,390 +28,358%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$21.3M +$5.65M +422,749 +36%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.4M +$1.09M +81,525 +7%
PCM
7
Peregrine Capital Management
Minnesota
$15.8M +$1.08M +81,101 +7%
AAM
8
ACK Asset Management
Connecticut
$12.3M +$982K +73,421 +7%
PI
9
Putnam Investments
Massachusetts
$10.7M -$353K -26,400 -3%
KTA
10
Keeley-Teton Advisors
Illinois
$9.51M +$9.59M +716,982 New
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$7.92M +$2.97M +222,353 +59%
PAMP
12
Polar Asset Management Partners
Ontario, Canada
$7.9M +$7.96M +595,535 New
SCM
13
SG Capital Management
Illinois
$7.83M +$2.29M +171,505 +41%
Millennium Management
14
Millennium Management
New York
$7.63M +$2.67M +200,039 +53%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$5.83M -$760K -56,823 -11%
Boston Partners
16
Boston Partners
Massachusetts
$5.65M +$448K +33,510 +9%
NI
17
Numeric Investors
Massachusetts
$5.53M +$1.28M +96,100 +30%
RA
18
Royce & Associates
New York
$5.28M +$2.82M +211,000 +113%
TCM
19
Tygh Capital Management
Oregon
$5.19M +$601K +44,935 +13%
RCMC
20
RK Capital Management (Colorado)
Colorado
$5.14M +$5.18M +387,387 New
State Street
21
State Street
Massachusetts
$5.01M +$62.4K +4,668 +1%
CCI
22
Columbus Circle Investors
$4.77M -$1.16M -86,438 -19%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$4.48M +$4.01K +300 +0.1%
MWNA
24
Marshall Wace North America
New York
$4.15M +$4.27M +319,044 New
Northern Trust
25
Northern Trust
Illinois
$3.89M +$186K +13,891 +5%

TACO Hedge Fund Activity: Q1 2017 in Review

106 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Del Taco Restaurants, Inc. Common Stock (TACO) for Q1 2017, worth a combined $378M — down 5.5% from $400M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TACO and 16 opened new positions — a net loss of 12 holders — while 35 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $23.6M. The largest seller was Marshall Wace, exiting entirely with an estimated $11M sold.

  • 106 institutional investors held Del Taco Restaurants, Inc. Common Stock (TACO) as of Q1 2017, down from 128 in Q4 2016.
  • Funds reported $378M of Del Taco Restaurants, Inc. Common Stock stock for Q1 2017, down 5.5% quarter-over-quarter.
  • 16 funds opened new Del Taco Restaurants, Inc. Common Stock positions in Q1 2017 and 28 closed out, a net change of -12 holders.
  • The largest Del Taco Restaurants, Inc. Common Stock buyer in Q1 2017 was BlackRock, an estimated $23.6M added.
  • The largest Del Taco Restaurants, Inc. Common Stock seller in Q1 2017 was Marshall Wace, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2017.