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Jack in the Box
JACK

231 hedge funds and large institutions have $2.99B invested in Jack in the Box in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more call options, than puts

Call options by funds: $134M | Put options by funds: $27.5M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

8% more capital invested

Capital invested by funds: $2.78B → $2.99B (+$216M)

3.97% more ownership

Funds ownership: 95.85% → 99.82% (+4%)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

7% less funds holding

Funds holding: 249 → 231 (-18)

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Holders
231
Holders Change
-18
Holders Change %
-7.23%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
26
Increased
80
Reduced
86
Closed
41
Calls
$134M
Puts
$27.5M
Net Calls
+$107M
Net Calls Change
+$114M

Top Buyers

1
JP
Jana Partners
New York
+$126M
2
EC
Eminence Capital
New York
+$116M
3
MC
Maverick Capital
Texas
+$59.8M
4
AC
Ascend Capital
California
+$41.5M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$30.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$44.4M
2
Two Sigma Investments
Two Sigma Investments
New York
-$41.7M
3
MCM
Melvin Capital Management
New York
-$39.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$26.9M +$72.2K +755 +0.3%
Wells Fargo
27
Wells Fargo
California
$24.3M +$1.65M +17,209 +8%
Charles Schwab
28
Charles Schwab
California
$21.6M +$585K +6,120 +3%
Deutsche Bank
29
Deutsche Bank
Germany
$20.7M +$387K +4,042 +2%
Canada Pension Plan Investment Board
30
Canada Pension Plan Investment Board
Ontario, Canada
$19.9M +$6.98M +73,000 +60%
TCIM
31
TIAA CREF Investment Management
New York
$19.1M -$692K -7,241 -4%
NC
32
Nitorum Capital
New York
$19M +$2.97M +31,068 +20%
SV
33
Starboard Value
New York
$17.8M +$16.7M +175,000 New
Norges Bank
34
Norges Bank
Norway
$17.4M -$5.63M -58,847 -26%
FCM
35
Freshford Capital Management
New York
$16.5M +$15.4M +161,477 New
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$16.3M – – –
DKCM
37
Davidson Kempner Capital Management
New York
$15.3M +$14.3M +150,000 New
GPSPJS
38
General Pension Society PZU Joint Stock
Poland
$14.8M – – –
KAM
39
Kavi Asset Management
New York
$14M +$13.2M +137,600 New
JP Morgan Chase
40
JP Morgan Chase
New York
$13.7M +$8.2M +85,708 +173%
FHAM
41
Folger Hill Asset Management
New York
$13M -$1.75M -18,330 -13%
Principal Financial Group
42
Principal Financial Group
Iowa
$12.7M +$38.4K +402 +0.3%
FPC
43
Falcon Point Capital
California
$12.6M -$617K -6,456 -5%
BNP Paribas Asset Management
44
BNP Paribas Asset Management
France
$12.3M +$1.45M +15,204 +14%
EA
45
Emerald Advisers
Pennsylvania
$12.3M -$4.31M -45,039 -27%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$12.1M -$13.4M -139,811 -54%
Comerica Bank
47
Comerica Bank
Texas
$11.5M +$1.88M +19,703 +22%
Two Sigma Investments
48
Two Sigma Investments
New York
$11.4M -$41.7M -435,850 -80%
BPIM
49
Brant Point Investment Management
New York
$10.9M +$134K +1,400 +1%
Stifel Financial
50
Stifel Financial
Missouri
$10.6M +$413K +4,317 +4%
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JACK Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q3 2017, worth a combined $2.99B — up 7.8% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of JACK and 26 opened new positions — a net loss of 15 holders — while 86 trimmed existing stakes and 80 added.

The largest buyer was Jana Partners, opening a new position worth an estimated $126M. The largest seller was Goldman Sachs, cutting an estimated $44.4M.

  • 231 institutional investors held Jack in the Box (JACK) as of Q3 2017, down from 249 in Q2 2017.
  • Funds reported $2.99B of Jack in the Box stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 26 funds opened new Jack in the Box positions in Q3 2017 and 41 closed out, a net change of -15 holders.
  • The largest Jack in the Box buyer in Q3 2017 was Jana Partners, an estimated $126M added.
  • The largest Jack in the Box seller in Q3 2017 was Goldman Sachs, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2017.