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TACO

Del Taco Restaurants, Inc. Common Stock

Delisted

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

104 hedge funds and large institutions have $214M invested in Del Taco Restaurants, Inc. Common Stock in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 105104 (-1)

18% less capital invested

Capital invested by funds: $260M → $214M (-$45.6M)

33% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 40

66% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $3.55M

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
27
Reduced
40
Closed
15
Calls
$1.19M
Puts
$3.55M
Net Calls
-$2.36M
Net Calls Change
+$490K
Name Holding Trade Value Shares
Change
Change in
Stake
BM
1
Belfer Management
New York
$30.9M
Capital International Investors
2
Capital International Investors
California
$21M
BlackRock
3
BlackRock
New York
$18.3M -$189K -21,310 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.4M -$968K -109,341 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.1M -$893K -100,862 -5%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$14M -$2.33M -263,024 -14%
Prudential Financial
7
Prudential Financial
New Jersey
$8.09M +$248K +27,989 +3%
UBS Group
8
UBS Group
Switzerland
$5.97M +$236K +26,620 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.57M +$33.2K +3,753 +0.6%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.41M -$281K -31,799 -5%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$5.2M -$297K -33,526 -5%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$5.09M -$705K -79,646 -12%
State Street
13
State Street
Massachusetts
$5.06M -$131K -14,756 -2%
KTA
14
Keeley-Teton Advisors
Illinois
$4.6M -$10.8K -1,216 -0.2%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.81M -$1.78M -201,103 -32%
Charles Schwab
16
Charles Schwab
California
$3.39M -$143K -16,110 -4%
ICM
17
Invenomic Capital Management
Massachusetts
$3.13M +$3.17M +358,152 New
Wells Fargo
18
Wells Fargo
California
$2.76M -$2.93M -331,434 -51%
NSIM
19
North Star Investment Management
Illinois
$2.73M -$955K -107,882 -26%
Northern Trust
20
Northern Trust
Illinois
$2.49M +$3.96K +448 +0.2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$2M -$170K -19,216 -8%
Morgan Stanley
22
Morgan Stanley
New York
$1.83M -$208K -23,456 -10%
PPA
23
Parametric Portfolio Associates
Washington
$1.64M +$18K +2,031 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.54M +$31.8K +3,594 +2%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$1.5M -$6.2K -700 -0.4%

TACO Hedge Fund Activity: Q3 2021 in Review

104 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Del Taco Restaurants, Inc. Common Stock (TACO) for Q3 2021, worth a combined $214M — down 18% from $260M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TACO positions and 15 closed out — a net gain of 1 holder — while 27 added to existing stakes and 40 trimmed.

The largest buyer was Invenomic Capital Management, opening a new position worth an estimated $3.17M. The largest seller was Wells Fargo, cutting an estimated $2.93M.

  • 104 institutional investors held Del Taco Restaurants, Inc. Common Stock (TACO) as of Q3 2021, down from 105 in Q2 2021.
  • Funds reported $214M of Del Taco Restaurants, Inc. Common Stock stock for Q3 2021, down 18% quarter-over-quarter.
  • 16 funds opened new Del Taco Restaurants, Inc. Common Stock positions in Q3 2021 and 15 closed out, a net change of +1 holder.
  • The largest Del Taco Restaurants, Inc. Common Stock buyer in Q3 2021 was Invenomic Capital Management, an estimated $3.17M added.
  • The largest Del Taco Restaurants, Inc. Common Stock seller in Q3 2021 was Wells Fargo, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2021.