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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
Bessemer Group
126
Bessemer Group
New Jersey
$508K
BC
127
Bridgefront Capital
Texas
$407K +$367K +4,645 New
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$402K -$41.9K -530 -10%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$393K -$3.47M -43,869 -91%
MOACM
130
Mutual of America Capital Management
New York
$372K -$13.5K -171 -4%
GCM
131
Graham Capital Management
Connecticut
$356K -$489K -6,182 -60%
PTC
132
Petrus Trust Company
Texas
$351K +$317K +4,005 New
Public Employees Retirement Association of Colorado
133
Public Employees Retirement Association of Colorado
Colorado
$339K
EGM
134
Engineers Gate Manager
New York
$332K -$375K -4,737 -56%
MML Investors Services
135
MML Investors Services
Massachusetts
$328K +$296K +3,744 New
QT
136
Quantbot Technologies
New York
$323K +$292K +3,690 New
II
137
Inspire Investing
Idaho
$321K +$17.2K +218 +6%
Amundi
138
Amundi
France
$304K +$227K +2,866 +465%
XT
139
XTX Topco
Cayman Islands
$299K +$270K +3,417 New
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
$294K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$291K +$263K +3,323 New
CC
142
Centiva Capital
New York
$290K +$262K +3,310 New
AWM
143
Axxcess Wealth Management
California
$278K +$2.45K +31 +1%
Mariner
144
Mariner
Kansas
$270K +$6.88K +87 +3%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$267K
ProShare Advisors
146
ProShare Advisors
Maryland
$263K -$26.7K -338 -10%
LPL Financial
147
LPL Financial
California
$259K -$43.8K -554 -16%
LOAMU
148
Lombard Odier Asset Management (USA)
New York
$249K +$225K +2,848 New
PAMS
149
Pictet Asset Management (Switzerland)
Switzerland
$234K +$211K +2,672 New
State of Wisconsin Investment Board
150
State of Wisconsin Investment Board
Wisconsin
$229K +$207K +2,619 New

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.