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Jack in the Box
JACK

231 hedge funds and large institutions have $2.99B invested in Jack in the Box in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more call options, than puts

Call options by funds: $134M | Put options by funds: $27.5M

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

8% more capital invested

Capital invested by funds: $2.78B → $2.99B (+$216M)

3.97% more ownership

Funds ownership: 95.85% → 99.82% (+4%)

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

7% less funds holding

Funds holding: 249 → 231 (-18)

37% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 41

Holders
231
Holders Change
-18
Holders Change %
-7.23%
% of All Funds
5.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
26
Increased
80
Reduced
86
Closed
41
Calls
$134M
Puts
$27.5M
Net Calls
+$107M
Net Calls Change
+$114M

Top Buyers

1
JP
Jana Partners
New York
+$126M
2
EC
Eminence Capital
New York
+$116M
3
MC
Maverick Capital
Texas
+$59.8M
4
AC
Ascend Capital
California
+$41.5M
5
VNIM
Vaughan Nelson Investment Management
Texas
+$30.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$44.4M
2
Two Sigma Investments
Two Sigma Investments
New York
-$41.7M
3
MCM
Melvin Capital Management
New York
-$39.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$32.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWNA
101
Marshall Wace North America
New York
$1.98M -$11.3M -117,871 -86%
UBS AM
102
UBS AM
Illinois
$1.89M +$166K +1,741 +10%
Canada Life
103
Canada Life
Manitoba, Canada
$1.75M -$33.8K -353 -2%
MAG
104
Millrace Asset Group
Pennsylvania
$1.73M +$1.63M +17,000 New
ASRS
105
Arizona State Retirement System
Arizona
$1.7M +$410K +4,282 +35%
MGIA
106
Moneta Group Investment Advisors
Missouri
$1.66M – – –
TD Asset Management
107
TD Asset Management
Ontario, Canada
$1.55M -$28.7K -300 -2%
MSA
108
Mason Street Advisors
Wisconsin
$1.49M +$22.4K +234 +2%
PCM
109
Prelude Capital Management
New York
$1.48M +$1.39M +14,546 New
Bessemer Group
110
Bessemer Group
New Jersey
$1.43M – – –
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$1.36M -$244K -2,555 -16%
LCS
112
Levin Capital Strategies
New York
$1.32M +$1.23M +12,908 New
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$1.27M – – –
SOMRS
114
State of Michigan Retirement System
Michigan
$1.13M -$95.6K -1,000 -8%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$1.1M -$100K -1,046 -9%
BFM
116
Boothbay Fund Management
New York
$1.1M -$215K -2,247 -17%
Federated Hermes
117
Federated Hermes
Pennsylvania
$1.08M -$51.1K -534 -5%
AIP
118
Ameritas Investment Partners
Nebraska
$1.07M – – –
LCM
119
Legato Capital Management
California
$980K – – –
Simplex Trading
120
Simplex Trading
Illinois
$961K +$296K +3,096 +49%
AP
121
AHL Partners
United Kingdom
$938K -$10.8M -112,469 -92%
First Trust Advisors
122
First Trust Advisors
Illinois
$928K -$1.1M -11,465 -56%
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$907K -$301K -3,150 -26%
Barclays
124
Barclays
United Kingdom
$886K +$167K +1,745 +25%
QSS
125
Quantitative Systematic Strategies
Florida
$878K +$181K +1,894 +28%
3 4
5
6 7

JACK Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q3 2017, worth a combined $2.99B — up 7.8% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of JACK and 26 opened new positions — a net loss of 15 holders — while 86 trimmed existing stakes and 80 added.

The largest buyer was Jana Partners, opening a new position worth an estimated $126M. The largest seller was Goldman Sachs, cutting an estimated $44.4M.

  • 231 institutional investors held Jack in the Box (JACK) as of Q3 2017, down from 249 in Q2 2017.
  • Funds reported $2.99B of Jack in the Box stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 26 funds opened new Jack in the Box positions in Q3 2017 and 41 closed out, a net change of -15 holders.
  • The largest Jack in the Box buyer in Q3 2017 was Jana Partners, an estimated $126M added.
  • The largest Jack in the Box seller in Q3 2017 was Goldman Sachs, an estimated $44.4M sold.

Based on aggregated 13F filings for Q3 2017.