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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
Stifel Financial
76
Stifel Financial
Missouri
$1.86M +$178K +2,255 +12%
Canada Life
77
Canada Life
Manitoba, Canada
$1.83M -$165K -2,085 -9%
UBS AM
78
UBS AM
Illinois
$1.81M +$224K +2,828 +16%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$1.81M -$1.22M -15,430 -43%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$1.79M -$93.8K -1,186 -5%
TSS
81
Two Sigma Securities
New York
$1.74M +$1.57M +19,839 New
SFI
82
Susquehanna Fundamental Investments
Pennsylvania
$1.68M
BFM
83
Boothbay Fund Management
New York
$1.64M +$1.48M +18,719 New
TPSF
84
Texas Permanent School Fund
Texas
$1.62M +$341K +4,316 +30%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$1.45M
UCFA
86
United Capital Financial Advisors
Texas
$1.41M -$2.29M -28,992 -64%
BA
87
Bridgewater Associates
Connecticut
$1.37M -$1.72M -21,694 -58%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$1.27M +$568K +7,180 +99%
SOADOR
89
State of Alaska Department of Revenue
Alaska
$1.24M -$44K -557 -4%
Prudential Financial
90
Prudential Financial
New Jersey
$1.19M -$99.5K -1,258 -6%
TI
91
Trexquant Investment
Connecticut
$1.18M +$243K +3,077 +30%
DTL
92
Dynamic Technology Lab
Singapore
$1.16M +$1.04M +13,210 New
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$1.11M
MPEM
94
Marathon Partners Equity Management
New York
$1.09M
Verition Fund Management
95
Verition Fund Management
Connecticut
$1.07M -$1.94M -24,482 -67%
CCM
96
Community Capital Management
Florida
$1.05M
GAM
97
Gotham Asset Management
New York
$1.04M +$383K +4,840 +69%
ACM
98
Aquatic Capital Management
Illinois
$999K +$561K +7,100 +165%
KWM
99
Kingsview Wealth Management
Oregon
$993K +$896K +11,335 New
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$992K +$32.3K +408 +4%

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.