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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
SC
76
Shellback Capital
Massachusetts
$3.96M +$2.54M +25,000 +227%
CIC
77
Crawford Investment Counsel
Georgia
$3.95M +$3.66M +35,968 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$3.8M +$40K +393 +1%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$3.74M -$179K -1,755 -5%
First Trust Advisors
80
First Trust Advisors
Illinois
$3.67M +$458K +4,500 +16%
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$3.56M – – –
BPIM
82
Brant Point Investment Management
New York
$3.44M +$281K +2,763 +10%
Comerica Bank
83
Comerica Bank
Texas
$3.37M +$45.7K +449 +2%
CG
84
Colony Group
Massachusetts
$3.27M +$3.03M +29,758 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$3.15M +$471K +4,627 +19%
MAG
86
Millrace Asset Group
Pennsylvania
$3.04M +$2.82M +27,692 New
CS
87
Credit Suisse
Switzerland
$2.88M -$124K -1,223 -4%
Barclays
88
Barclays
United Kingdom
$2.71M -$64.4K -633 -3%
Squarepoint
89
Squarepoint
New York
$2.65M -$13.9M -136,392 -85%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.63M -$102K -1,007 -4%
EGM
91
Engineers Gate Manager
New York
$2.6M -$1.39M -13,710 -37%
SEI Investments
92
SEI Investments
Pennsylvania
$2.58M -$247K -2,429 -9%
PCM
93
Prelude Capital Management
New York
$2.55M -$102K -999 -4%
UBS AM
94
UBS AM
Illinois
$2.45M -$24.3K -239 -1%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$2.39M -$919K -9,033 -29%
MOACM
96
Mutual of America Capital Management
New York
$2.26M -$87.9K -864 -4%
DIA
97
Dana Investment Advisors
Wisconsin
$2.25M +$2.09M +20,528 New
MIM
98
MetLife Investment Management
New Jersey
$2.19M -$168K -1,656 -8%
Stifel Financial
99
Stifel Financial
Missouri
$2.18M +$529K +5,205 +35%
GAM
100
Gotham Asset Management
New York
$2.09M -$2.24M -22,030 -54%
2 3
4
5 6

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.