We are live on ! Find out more
JACK icon

Jack in the Box
JACK

261 hedge funds and large institutions have $2.53B invested in Jack in the Box in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 91 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $56.3M | Put options by funds: $21.7M

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

16% more capital invested

Capital invested by funds: $2.18B → $2.53B (+$354M)

7% more funds holding

Funds holding: 243 → 261 (+18)

6% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 86

2.16% less ownership

Funds ownership: 103.5% → 101.34% (-2.2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
261
Holders Change
+18
Holders Change %
+7.41%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
51
Increased
91
Reduced
86
Closed
32
Calls
$56.3M
Puts
$21.7M
Net Calls
+$34.6M
Net Calls Change
+$53.1M

Top Buyers

1
SAM
Scopus Asset Management
New York
+$55.9M
2
WHG
Westwood Holdings Group
Texas
+$38.9M
3
Prudential Financial
Prudential Financial
New Jersey
+$22.5M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$21M
5
HAM
Hillcrest Asset Management
Texas
+$15.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$33.9M
2
CCM
Candlestick Capital Management
Connecticut
-$33.7M
3
Goldman Sachs
Goldman Sachs
New York
-$26.8M
4
MCM
Moore Capital Management
New York
-$15.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EARNEST Partners
26
EARNEST Partners
Georgia
$29.9M -$3.91M -38,414 -12%
Prudential Financial
27
Prudential Financial
New Jersey
$29.6M +$22.5M +220,843 +454%
CIP
28
Chartwell Investment Partners
Pennsylvania
$28.3M +$107K +1,049 +0.4%
DRZID
29
DePrince Race & Zollo Inc (DRZ)
Florida
$27.7M -$140K -1,377 -0.5%
Norges Bank
30
Norges Bank
Norway
$25.9M -$11.3M -111,099 -32%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$22.9M +$4.91M +48,233 +30%
CCMG
32
Clark Capital Management Group
Pennsylvania
$22.7M +$21M +206,554 New
AQR Capital Management
33
AQR Capital Management
Connecticut
$22.5M +$540K +5,308 +3%
GC
34
Greenlight Capital
New York
$19.7M +$5.98M +58,800 +49%
Federated Hermes
35
Federated Hermes
Pennsylvania
$19.5M +$4.5M +44,289 +33%
HAM
36
Hillcrest Asset Management
Texas
$16.9M +$15.6M +153,848 New
JP Morgan Chase
37
JP Morgan Chase
New York
$14.8M +$5.96M +58,619 +77%
BNP Paribas Asset Management
38
BNP Paribas Asset Management
France
$14M +$760K +7,473 +6%
Principal Financial Group
39
Principal Financial Group
Iowa
$13.8M +$1.82M +17,917 +17%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$12.2M – – –
Fuller & Thaler Asset Management
41
Fuller & Thaler Asset Management
California
$11.8M +$194K +1,905 +2%
SSA
42
Schonfeld Strategic Advisors
New York
$11.7M -$11.3M -111,102 -51%
Goldman Sachs
43
Goldman Sachs
New York
$11.6M -$26.8M -263,460 -71%
Deutsche Bank
44
Deutsche Bank
Germany
$11.5M +$1.71M +16,766 +19%
PPA
45
Parametric Portfolio Associates
Washington
$11.4M -$978K -9,620 -9%
AAMU
46
Amundi Asset Management US
Massachusetts
$9.92M +$4.76M +46,833 +108%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$9.63M +$5.91M +58,077 +196%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$9.44M +$8.75M +86,000 New
Ameriprise
49
Ameriprise
Minnesota
$8.48M +$387K +3,806 +5%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$8.21M -$206K -2,025 -3%
1
2
3 4 5

JACK Hedge Fund Activity: Q1 2021 in Review

261 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q1 2021, worth a combined $2.53B — up 16% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JACK positions and 32 closed out — a net gain of 19 holders — while 91 added to existing stakes and 86 trimmed.

The largest buyer was Scopus Asset Management, opening a new position worth an estimated $55.9M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.

  • 261 institutional investors held Jack in the Box (JACK) as of Q1 2021, up from 243 in Q4 2020.
  • Funds reported $2.53B of Jack in the Box stock for Q1 2021, up 16% quarter-over-quarter.
  • 51 funds opened new Jack in the Box positions in Q1 2021 and 32 closed out, a net change of +19 holders.
  • The largest Jack in the Box buyer in Q1 2021 was Scopus Asset Management, an estimated $55.9M added.
  • The largest Jack in the Box seller in Q1 2021 was Citadel Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q1 2021.