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Jack in the Box
JACK

218 hedge funds and large institutions have $1.76B invested in Jack in the Box in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 63 increasing their positions, 77 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more capital invested

Capital invested by funds: $825M → $1.76B (+$935M)

81% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more funds holding

Funds holding: 194 → 218 (+24)

1.06% more ownership

Funds ownership: 103.99% → 105.04% (+1.1%)

8% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $36.3M

18% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 77

Holders
218
Holders Change
+24
Holders Change %
+12.37%
% of All Funds
4.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
56
Increased
63
Reduced
77
Closed
31
Calls
$39.1M
Puts
$36.3M
Net Calls
+$2.85M
Net Calls Change
+$6.11M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$34.1M
2
EC
Engaged Capital
California
+$21.8M
3
DKCM
Davidson Kempner Capital Management
New York
+$18.3M
4
Holocene Advisors
Holocene Advisors
New York
+$16.8M
5
MCM
Moore Capital Management
New York
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
JP
Jana Partners
New York
-$28.3M
2
Victory Capital Management
Victory Capital Management
Texas
-$24M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.6M
4
CCM
Candlestick Capital Management
Connecticut
-$21.9M
5
MC
Maverick Capital
Texas
-$16.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GECH
76
Garnet Equity Capital Holdings
New York
$2.96M +$2.47M +40,000 New
Voloridge Investment Management
77
Voloridge Investment Management
Florida
$2.96M +$216K +3,500 +10%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$2.91M +$241K +3,913 +11%
Comerica Bank
79
Comerica Bank
Texas
$2.68M +$549K +8,904 +35%
PI
80
PEAK6 Investments
Illinois
$2.66M -$2.73M -44,334 -55%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$2.6M – – –
EGM
82
Engineers Gate Manager
New York
$2.54M +$1.19M +19,313 +128%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$2.53M -$57.4K -932 -3%
SEI Investments
84
SEI Investments
Pennsylvania
$2.48M +$2.06M +33,462 New
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$2.41M – – –
CCM
86
Cinctive Capital Management
New York
$2.35M +$1.96M +31,790 New
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$2.3M +$316K +5,135 +20%
TI
88
Trexquant Investment
Connecticut
$2.3M +$1.91M +31,030 New
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$2.19M -$74.8K -1,214 -4%
AG
90
Aperio Group
California
$2.15M +$154K +2,494 +9%
FSCP
91
Franklin Street Capital Partners
New York
$2.05M +$1.71M +27,671 New
BFM
92
Boothbay Fund Management
New York
$1.93M +$881K +14,300 +122%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.91M +$1.21M +19,619 +317%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.8M -$389K -6,313 -21%
GAM
95
Gotham Asset Management
New York
$1.79M +$90.1K +1,462 +6%
Skandinaviska Enskilda Banken (SEB)
96
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.78M +$1.48M +24,000 New
CS
97
Credit Suisse
Switzerland
$1.76M +$230K +3,735 +19%
MIM
98
MetLife Investment Management
New Jersey
$1.76M -$89.2K -1,447 -6%
Citigroup
99
Citigroup
New York
$1.64M +$562K +9,126 +70%
UBS AM
100
UBS AM
Illinois
$1.62M -$41.2K -668 -3%
2 3
4
5 6

JACK Hedge Fund Activity: Q2 2020 in Review

218 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q2 2020, worth a combined $1.76B — up 113% from $825M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new JACK positions and 31 closed out — a net gain of 25 holders — while 63 added to existing stakes and 77 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $34.1M. The largest seller was Jana Partners, exiting entirely with an estimated $28.3M sold.

  • 218 institutional investors held Jack in the Box (JACK) as of Q2 2020, up from 194 in Q1 2020.
  • Funds reported $1.76B of Jack in the Box stock for Q2 2020, up 113% quarter-over-quarter.
  • 56 funds opened new Jack in the Box positions in Q2 2020 and 31 closed out, a net change of +25 holders.
  • The largest Jack in the Box buyer in Q2 2020 was Goldman Sachs, an estimated $34.1M added.
  • The largest Jack in the Box seller in Q2 2020 was Jana Partners, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2020.