Jack in the Box
JACK
264 hedge funds and large institutions have $2.79B invested in Jack in the Box in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 67 increasing their positions, 118 reducing their positions, and 35 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
63% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 35
35% more capital invested
Capital invested by funds: $2.06B → $2.79B (+$727M)
19% more call options, than puts
Call options by funds: $30.7M | Put options by funds: $25.7M
8% more funds holding
Funds holding: 244 → 264 (+20)
43% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 118
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$85.2M |
| 2 |
Millennium Management
New York
|
+$59.5M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
+$50.3M |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$31.9M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$65.3M |
| 2 |
SCM
Suvretta Capital Management
New York
|
-$30.7M |
| 3 |
Goldman Sachs
New York
|
-$25.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$21.1M |
JACK Hedge Fund Activity: Q2 2016 in Review
264 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q2 2016, worth a combined $2.79B — up 35% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new JACK positions and 35 closed out — a net gain of 22 holders — while 67 added to existing stakes and 118 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $85.2M. The largest seller was Wells Fargo, cutting an estimated $65.3M.
- 264 institutional investors held Jack in the Box (JACK) as of Q2 2016, up from 244 in Q1 2016.
- Funds reported $2.79B of Jack in the Box stock for Q2 2016, up 35% quarter-over-quarter.
- 57 funds opened new Jack in the Box positions in Q2 2016 and 35 closed out, a net change of +22 holders.
- The largest Jack in the Box buyer in Q2 2016 was T. Rowe Price Associates, an estimated $85.2M added.
- The largest Jack in the Box seller in Q2 2016 was Wells Fargo, an estimated $65.3M sold.
Based on aggregated 13F filings for Q2 2016.