We are live on ! Find out more
JACK icon

Jack in the Box

249 hedge funds and large institutions have $2.78B invested in Jack in the Box in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 27

7% more funds holding

Funds holding: 233249 (+16)

2.29% more ownership

Funds ownership: 93.56%95.85% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less capital invested

Capital invested by funds: $3.01B → $2.78B (-$236M)

14% less call options, than puts

Call options by funds: $43.3M | Put options by funds: $50.4M

36% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 110

Holders
249
Holders Change
+16
Holders Change %
+6.87%
% of All Funds
6.21%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
70
Reduced
110
Closed
27
Calls
$43.3M
Puts
$50.4M
Net Calls
-$7.11M
Net Calls Change
-$2.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
Advisor Group
Arizona
$30K -$1.65K -16 -5%
IA
227
IFP Advisors
Florida
$28K +$6.09K +59 +26%
MAM
228
Meeder Asset Management
Ohio
$26K -$59.9K -580 -69%
TWA
229
TCI Wealth Advisors
Arizona
$26K
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$21K
CTC
231
Central Trust Company
Missouri
$20K
IUHSA
232
Itau Unibanco Holding S.A.
Brazil
$16K -$3.1K -30 -16%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$13K -$31K -300 -69%
GAM
234
Gemmer Asset Management
California
$13K
AIL
235
AGF Investments LLC
Ontario, Canada
$9K -$45.4K -440 -83%
WCBA
236
Weaver C. Barksdale & Associates
Tennessee
$8K -$2.06K -20 -20%
CFD
237
Creative Financial Designs
Indiana
$7K
GEA
238
Glen Eagle Advisors
New Jersey
$6.89K
WOC
239
West Oak Capital
California
$6.89K
SPIA
240
Steward Partners Investment Advisory
New York
$6K
WIM
241
Westside Investment Management
California
$5.97K -$1.14K -11 -15%
NFG
242
Next Financial Group
Texas
$5K
SBL
243
Sargent Bickham Lagudis
Colorado
$3K
ASN
244
Advisory Services Network
Georgia
$2K
YWP
245
YorkBridge Wealth Partners
New York
$1K -$516 -5 -25%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$1K
WA
247
WealthTrust-Arizona
Arizona
$1K
IWM
248
IHT Wealth Management
Illinois
$403 -$10.3K -100 -42%
CM
249
Corvex Management
New York
-$57.3M -562,972 Closed
WMSA
250
Weiss Multi-Strategy Advisers
New York
-$21.3M -209,180 Closed

JACK Hedge Fund Activity: Q2 2017 in Review

249 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q2 2017, worth a combined $2.78B — down 7.8% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JACK positions and 27 closed out — a net gain of 17 holders — while 70 added to existing stakes and 110 trimmed.

The largest buyer was Millennium Management, adding an estimated $79.2M. The largest seller was Credit Suisse, cutting an estimated $92.9M.

  • 249 institutional investors held Jack in the Box (JACK) as of Q2 2017, up from 233 in Q1 2017.
  • Funds reported $2.78B of Jack in the Box stock for Q2 2017, down 7.8% quarter-over-quarter.
  • 44 funds opened new Jack in the Box positions in Q2 2017 and 27 closed out, a net change of +17 holders.
  • The largest Jack in the Box buyer in Q2 2017 was Millennium Management, an estimated $79.2M added.
  • The largest Jack in the Box seller in Q2 2017 was Credit Suisse, an estimated $92.9M sold.

Based on aggregated 13F filings for Q2 2017.