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Jack in the Box

269 hedge funds and large institutions have $3.02B invested in Jack in the Box in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 118 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $37.6M

5% less funds holding

Funds holding: 283269 (-14)

10% less capital invested

Capital invested by funds: $3.35B → $3.02B (-$333M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 118

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

Holders
269
Holders Change
-14
Holders Change %
-4.95%
% of All Funds
7.25%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
31
Increased
96
Reduced
118
Closed
44
Calls
$34.3M
Puts
$37.6M
Net Calls
-$3.32M
Net Calls Change
+$2.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$276M +$2.86M +31,873 +1%
BFA
2
BlackRock Fund Advisors
California
$195M -$7.17M -79,837 -3%
BIT
3
BlackRock Institutional Trust
California
$116M +$8.53M +94,934 +8%
Goldman Sachs
4
Goldman Sachs
New York
$107M -$6.57M -73,137 -6%
Wells Fargo
5
Wells Fargo
California
$100M +$74.6M +830,519 +274%
Invesco
6
Invesco
Georgia
$94.6M -$50M -556,375 -34%
Bank of America
7
Bank of America
North Carolina
$86.2M -$4.72M -52,517 -5%
Millennium Management
8
Millennium Management
New York
$86.1M +$35.4M +393,604 +67%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$83.9M +$762K +8,480 +0.9%
State Street
10
State Street
Massachusetts
$73M -$5.99M -66,700 -7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$65.1M -$7.77M -86,533 -10%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$58.5M -$6.87M -76,512 -10%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$54.7M -$28M -311,220 -33%
Morgan Stanley
14
Morgan Stanley
New York
$52.5M +$15.2M +168,918 +40%
CCI
15
Columbus Circle Investors
$50.4M -$1.35M -15,050 -3%
Northern Trust
16
Northern Trust
Illinois
$46.8M +$3.71M +41,309 +8%
O
17
OppenheimerFunds
New York
$46M -$6.63M -73,840 -12%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$43.5M +$27.2M +302,929 +159%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$43.3M -$1.84M -20,473 -4%
Renaissance Technologies
20
Renaissance Technologies
New York
$38.8M -$2.6M -28,900 -6%
CAM
21
Cortina Asset Management
Wisconsin
$36.9M -$2.28M -25,403 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$36.5M -$305K -3,393 -0.8%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$33.5M +$34.1M +379,800 New
Ameriprise
24
Ameriprise
Minnesota
$33M -$496K -5,520 -1%
JP Morgan Chase
25
JP Morgan Chase
New York
$32.3M +$7.55M +83,989 +30%

JACK Hedge Fund Activity: Q2 2015 in Review

269 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q2 2015, worth a combined $3.02B — down 9.9% from $3.35B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of JACK and 31 opened new positions — a net loss of 13 holders — while 118 trimmed existing stakes and 96 added.

The largest buyer was Wells Fargo, adding an estimated $74.6M. The largest seller was Invesco, cutting an estimated $50M.

  • 269 institutional investors held Jack in the Box (JACK) as of Q2 2015, down from 283 in Q1 2015.
  • Funds reported $3.02B of Jack in the Box stock for Q2 2015, down 9.9% quarter-over-quarter.
  • 31 funds opened new Jack in the Box positions in Q2 2015 and 44 closed out, a net change of -13 holders.
  • The largest Jack in the Box buyer in Q2 2015 was Wells Fargo, an estimated $74.6M added.
  • The largest Jack in the Box seller in Q2 2015 was Invesco, an estimated $50M sold.

Based on aggregated 13F filings for Q2 2015.