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Jack in the Box

219 hedge funds and large institutions have $1.36B invested in Jack in the Box in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $19.5M

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 217219 (+2)

3.63% less ownership

Funds ownership: 106.03%102.4% (-3.6%)

20% less capital invested

Capital invested by funds: $1.71B → $1.36B (-$344M)

36% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 90

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
219
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
58
Reduced
90
Closed
27
Calls
$21.9M
Puts
$19.5M
Net Calls
+$2.33M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CoreCap Advisors
Michigan
$22K +$24.2K +321 New
SPIA
177
Steward Partners Investment Advisory
New York
$21.5K
AWM
178
Avior Wealth Management
Nebraska
$21.4K +$23.5K +312 New
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$20.5K -$151 -2 -0.7%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$20.3K +$22.6K +300 New
PA
181
Parallel Advisors
California
$19.6K
S
182
SignatureFD
Georgia
$17.9K +$753 +10 +4%
CTC
183
Central Trust Company
Missouri
$13.7K
PS
184
Principal Securities
Iowa
$13.6K -$301 -4 -2%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$13K
Russell Investments Group
186
Russell Investments Group
United Kingdom
$11.4K
Federated Hermes
187
Federated Hermes
Pennsylvania
$8.15K -$6.1K -81 -41%
W
188
WealthCollab
Washington
$7.74K
CFGS
189
Concourse Financial Group Securities
Alabama
$6.92K
GI
190
GAMMA Investing
California
$6.57K +$2.79K +37 +63%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$5.89K -$75 -1 -1%
PFC
192
Phocas Financial Corp
California
$5.13K -$153K -2,036 -3%
HFS
193
Hantz Financial Services
Michigan
$5K -$565K -7,502 -99%
WOC
194
West Oak Capital
California
$5K
HNB
195
Huntington National Bank
Ohio
$4.93K
FCA
196
FinTrust Capital Advisors
South Carolina
$4.38K
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$3.56K -$1.35K -18 -26%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$2.26K -$134K -1,784 -98%
WCM
199
Westend Capital Management
California
$2.19K +$2.41K +32 New
Bessemer Group
200
Bessemer Group
New Jersey
$2K -$401K -5,322 -99%

JACK Hedge Fund Activity: Q1 2024 in Review

219 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q1 2024, worth a combined $1.36B — down 20% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new JACK positions and 27 closed out — a net gain of 3 holders — while 58 added to existing stakes and 90 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $35.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $30.7M.

  • 219 institutional investors held Jack in the Box (JACK) as of Q1 2024, up from 217 in Q4 2023.
  • Funds reported $1.36B of Jack in the Box stock for Q1 2024, down 20% quarter-over-quarter.
  • 30 funds opened new Jack in the Box positions in Q1 2024 and 27 closed out, a net change of +3 holders.
  • The largest Jack in the Box buyer in Q1 2024 was Citadel Advisors, an estimated $35.6M added.
  • The largest Jack in the Box seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2024.