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
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$25.3M -$3.76M -36,430 -12%
Norges Bank
27
Norges Bank
Norway
$22.6M +$7.43M +71,961 +46%
Wells Fargo
28
Wells Fargo
California
$21.8M +$15.6M +151,164 +216%
Bank of America
29
Bank of America
North Carolina
$21.8M -$5.87M -56,854 -20%
GAM
30
Gotham Asset Management
New York
$21.3M -$984K -9,531 -4%
Charles Schwab
31
Charles Schwab
California
$20.3M -$209K -2,028 -1%
Deutsche Bank
32
Deutsche Bank
Germany
$19.6M -$11.3M -109,901 -36%
TCIM
33
TIAA CREF Investment Management
New York
$19.1M -$286K -2,772 -1%
Allianz Asset Management
34
Allianz Asset Management
Germany
$17.1M -$502K -4,867 -3%
PAM
35
Panagora Asset Management
Massachusetts
$16.9M +$131K +1,273 +0.7%
EA
36
Emerald Advisers
Pennsylvania
$16.3M -$6.5M -62,991 -28%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$15.8M -$4.76M -46,100 -22%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$15.4M +$16.2M +156,624 New
NC
39
Nitorum Capital
New York
$15.3M +$3.63M +35,139 +29%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$14.4M +$951K +9,215 +7%
FHAM
41
Folger Hill Asset Management
New York
$14.3M +$6.8M +65,890 +83%
GPSPJS
42
General Pension Society PZU Joint Stock
Poland
$14.3M
MWNA
43
Marshall Wace North America
New York
$13.6M +$14.2M +137,305 New
Ameriprise
44
Ameriprise
Minnesota
$13.6M +$5.19M +50,287 +58%
Citadel Advisors
45
Citadel Advisors
Florida
$13M -$53.7M -519,924 -80%
EMFAT
46
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12.9M -$3.73M -36,121 -22%
FPC
47
Falcon Point Capital
California
$12.6M -$5.54M -53,684 -30%
Principal Financial Group
48
Principal Financial Group
Iowa
$12.3M -$2M -19,352 -13%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$12.1M +$1.24M +12,000 +11%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$12M +$12M +116,503 +2,055%

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.