Jack in the Box
JACK
200 hedge funds and large institutions have $1.98B invested in Jack in the Box in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 18 closing their positions.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
22% more capital invested
Capital invested by funds: $1.62B → $1.98B (+$357M)
5% more funds holding
Funds holding: 191 → 200 (+9)
8% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 72
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
50% less call options, than puts
Call options by funds: $965K | Put options by funds: $1.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Munder Capital Management
Birmingham,
Michigan
|
+$12.5M |
| 2 |
DKCM
Davidson Kempner Capital Management
New York
|
+$11.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$11.4M |
| 4 |
CCM
Cadian Capital Management
New York
|
+$11.1M |
| 5 |
Renaissance Technologies
New York
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.7M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$18.3M |
| 3 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
|
-$15.7M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$12.1M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$10.7M |
JACK Hedge Fund Activity: Q4 2013 in Review
200 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q4 2013, worth a combined $1.98B — up 22% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new JACK positions and 18 closed out — a net gain of 11 holders — while 78 added to existing stakes and 72 trimmed.
The largest buyer was Munder Capital Management, opening a new position worth an estimated $12.5M. The largest seller was Fidelity Investments, cutting an estimated $44.7M.
- 200 institutional investors held Jack in the Box (JACK) as of Q4 2013, up from 191 in Q3 2013.
- Funds reported $1.98B of Jack in the Box stock for Q4 2013, up 22% quarter-over-quarter.
- 29 funds opened new Jack in the Box positions in Q4 2013 and 18 closed out, a net change of +11 holders.
- The largest Jack in the Box buyer in Q4 2013 was Munder Capital Management, an estimated $12.5M added.
- The largest Jack in the Box seller in Q4 2013 was Fidelity Investments, an estimated $44.7M sold.
Based on aggregated 13F filings for Q4 2013.