Jack in the Box
JACK
217 hedge funds and large institutions have $1.71B invested in Jack in the Box in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 76 increasing their positions, 71 reducing their positions, and 25 closing their positions.
44% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 25
23% more capital invested
Capital invested by funds: $1.39B → $1.71B (+$317M)
5.84% more ownership
Funds ownership: 100.19% → 106.03% (+5.8%)
4% more funds holding
Funds holding: 208 → 217 (+9)
7% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 71
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
37% less call options, than puts
Call options by funds: $15.9M | Put options by funds: $25.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$30.1M |
| 2 |
Millennium Management
New York
|
+$16.9M |
| 3 |
Morgan Stanley
New York
|
+$16.8M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$12.1M |
| 5 |
LIP
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
+$9.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$26.3M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$13.6M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
-$13.2M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$11.3M |
JACK Hedge Fund Activity: Q4 2023 in Review
217 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q4 2023, worth a combined $1.71B — up 23% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new JACK positions and 25 closed out — a net gain of 11 holders — while 76 added to existing stakes and 71 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $30.1M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $26.3M sold.
- 217 institutional investors held Jack in the Box (JACK) as of Q4 2023, up from 208 in Q3 2023.
- Funds reported $1.71B of Jack in the Box stock for Q4 2023, up 23% quarter-over-quarter.
- 36 funds opened new Jack in the Box positions in Q4 2023 and 25 closed out, a net change of +11 holders.
- The largest Jack in the Box buyer in Q4 2023 was LSV Asset Management, an estimated $30.1M added.
- The largest Jack in the Box seller in Q4 2023 was Point72 Asset Management, an estimated $26.3M sold.
Based on aggregated 13F filings for Q4 2023.