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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
FRA
201
Front Row Advisors
California
$1K
SC
202
Schubert & Co
Texas
$789 +$79 +1 +13%
MCM
203
Manchester Capital Management
Vermont
$789 +$395 +5 +125%
VCM
204
Versant Capital Management
Arizona
$514 -$14.9K -189 -97%
GRP
205
Global Retirement Partners
California
$458
SIC
206
SJS Investment Consulting
Ohio
$438 -$79 -1 -17%
GWS
207
Glassman Wealth Services
Virginia
$438
LC
208
Lindbrook Capital
California
$438 +$395 +5 New
ECM
209
Everence Capital Management
Indiana
$385
DI
210
Disciplined Investments
Oklahoma
$350
AF
211
Advisornet Financial
Minnesota
$263 -$79 -1 -25%
WWM
212
Wolff Wiese Magana
California
$197
HNB
213
Huntington National Bank
Ohio
$175
GIP
214
Granite Investment Partners
California
-$12.3M -179,542 Closed
HRCM
215
Hawk Ridge Capital Management
California
-$4.72M -69,220 Closed
LIP
216
Lighthouse Investment Partners
Florida
-$1.03M -15,080 Closed
SG Americas Securities
217
SG Americas Securities
New York
-$624K -9,150 Closed
Tudor Investment Corp
218
Tudor Investment Corp
Connecticut
-$544K -7,972 Closed
HSBC Holdings
219
HSBC Holdings
United Kingdom
-$486K -7,181 Closed
BAM
220
Blueshift Asset Management
New Jersey
-$482K -7,065 Closed
CCIA
221
Campbell & Co Investment Adviser
Maryland
-$444K -6,511 Closed
Wolverine Trading
222
Wolverine Trading
Illinois
-$263K -3,849 Closed
GC
223
Guggenheim Capital
Illinois
-$261K -3,821 Closed
NA
224
NewEdge Advisors
Louisiana
-$253K -3,703 Closed
PMEF
225
Point72 Middle East FZE
United Arab Emirates
-$242K -3,545 Closed

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.