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Jack in the Box

206 hedge funds and large institutions have $878M invested in Jack in the Box in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $27.7M

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

4.33% more ownership

Funds ownership: 107.7%112.03% (+4.3%)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

0% more funds holding

Funds holding: 205206 (+1)

8% less capital invested

Capital invested by funds: $956M → $878M (-$77.7M)

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
69
Reduced
64
Closed
31
Calls
$35.6M
Puts
$27.7M
Net Calls
+$7.94M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$63.7K -$16.7K -363 -19%
KBC Group
152
KBC Group
Belgium
$51K +$28.4K +616 +100%
GI
153
GAMMA Investing
California
$43.9K +$33.9K +735 +230%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.9K +$44.2K +959 New
QCG
155
Quadrant Capital Group
Ohio
$37.4K +$20.4K +442 +97%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$37K
Osaic Holdings
157
Osaic Holdings
Arizona
$35.8K +$3.74K +81 +10%
LSA
158
Leonteq Securities AG
Switzerland
$29.9K +$4.06K +88 +14%
WOC
159
West Oak Capital
California
$29K
JFA
160
JNBA Financial Advisors
Minnesota
$16.7K
PA
161
Parallel Advisors
California
$14.7K +$15.2K +330 +1,435%
CA
162
CoreCap Advisors
Michigan
$14.5K +$1.25K +27 +8%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$13.7K +$7.66K +166 +102%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$12K -$22.1K -480 -63%
PS
165
Principal Securities
Iowa
$11.7K -$923 -20 -7%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$11.4K
Russell Investments Group
167
Russell Investments Group
United Kingdom
$10.8K -$7.7K -167 -39%
HCA
168
Harbor Capital Advisors
Illinois
$9K +$1.71K +37 +21%
CTC
169
Central Trust Company
Missouri
$7.29K
VCM
170
Versant Capital Management
Arizona
$6.25K +$6.64K +144 +2,400%
TFGT
171
TS Financial Group (TSFG)
Illinois
$6K +$46 +1 +0.7%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$6K +$6.64K +144 New
CWM
173
CarsonAllaria Wealth Management
Illinois
$5.95K +$3.6K +78 +122%
WSFS
174
Wilmington Savings Fund Society
Delaware
$5.87K
VWM
175
Venturi Wealth Management
Texas
$4.83K +$784 +17 +17%

JACK Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q4 2024, worth a combined $878M — down 8.1% from $956M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JACK positions and 31 closed out — a net gain of 5 holders — while 69 added to existing stakes and 64 trimmed.

The largest buyer was UBS Group, adding an estimated $24.8M. The largest seller was Macquarie Group, cutting an estimated $27.1M.

  • 206 institutional investors held Jack in the Box (JACK) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $878M of Jack in the Box stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 36 funds opened new Jack in the Box positions in Q4 2024 and 31 closed out, a net change of +5 holders.
  • The largest Jack in the Box buyer in Q4 2024 was UBS Group, an estimated $24.8M added.
  • The largest Jack in the Box seller in Q4 2024 was Macquarie Group, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2024.