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Jack in the Box

213 hedge funds and large institutions have $1.84B invested in Jack in the Box in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $10.3M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

32% more capital invested

Capital invested by funds: $1.39B → $1.84B (+$448M)

6% more funds holding

Funds holding: 201213 (+12)

1.29% more ownership

Funds ownership: 100.64%101.93% (+1.3%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
39
Increased
58
Reduced
75
Closed
24
Calls
$29.8M
Puts
$10.3M
Net Calls
+$19.5M
Net Calls Change
+$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$18.2M -$2.84M -35,900 -15%
CIP
27
Chartwell Investment Partners
Pennsylvania
$16M -$393K -4,968 -3%
Renaissance Technologies
28
Renaissance Technologies
New York
$13.9M +$12.5M +158,300 New
Norges Bank
29
Norges Bank
Norway
$13.4M -$2.86M -36,194 -19%
JIM
30
JCP Investment Management
Texas
$12.6M +$11.4M +144,282 New
BNP Paribas Asset Management
31
BNP Paribas Asset Management
France
$11.7M +$247K +3,125 +2%
Principal Financial Group
32
Principal Financial Group
Iowa
$11.3M -$418K -5,288 -4%
Hudson Bay Capital Management
33
Hudson Bay Capital Management
Connecticut
$11.3M +$10.2M +129,249 New
Fuller & Thaler Asset Management
34
Fuller & Thaler Asset Management
California
$10.8M +$9.76M +123,385 New
Marshall Wace
35
Marshall Wace
United Kingdom
$10.5M +$4.28M +54,087 +82%
Victory Capital Management
36
Victory Capital Management
Texas
$10.4M -$493K -6,233 -5%
JP Morgan Chase
37
JP Morgan Chase
New York
$9.2M +$2.83M +35,791 +52%
Wells Fargo
38
Wells Fargo
California
$8.4M +$84.6K +1,070 +1%
Citadel Advisors
39
Citadel Advisors
Florida
$7.92M -$4.96M -62,780 -41%
WMSA
40
Weiss Multi-Strategy Advisers
New York
$7.64M +$6.9M +87,210 New
Ameriprise
41
Ameriprise
Minnesota
$7.58M -$346K -4,382 -5%
Invesco
42
Invesco
Georgia
$7.45M -$1.39M -17,530 -17%
PFC
43
Phocas Financial Corp
California
$6.65M +$2.06M +26,020 +52%
Squarepoint
44
Squarepoint
New York
$6.42M +$5.18M +65,489 +839%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$6.11M +$143K +1,808 +3%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$6.09M -$63.5K -803 -1%
Deutsche Bank
47
Deutsche Bank
Germany
$5.77M +$290K +3,666 +6%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$5.41M +$251K +3,180 +5%
BS
49
Biglari Sardar
$5.36M +$988K +12,500 +26%
Legal & General Group
50
Legal & General Group
United Kingdom
$5.34M -$249K -3,150 -5%

JACK Hedge Fund Activity: Q1 2023 in Review

213 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q1 2023, worth a combined $1.84B — up 32% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new JACK positions and 24 closed out — a net gain of 15 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $12.5M. The largest seller was Franklin Resources, cutting an estimated $33.5M.

  • 213 institutional investors held Jack in the Box (JACK) as of Q1 2023, up from 201 in Q4 2022.
  • Funds reported $1.84B of Jack in the Box stock for Q1 2023, up 32% quarter-over-quarter.
  • 39 funds opened new Jack in the Box positions in Q1 2023 and 24 closed out, a net change of +15 holders.
  • The largest Jack in the Box buyer in Q1 2023 was Renaissance Technologies, an estimated $12.5M added.
  • The largest Jack in the Box seller in Q1 2023 was Franklin Resources, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2023.