We are live on ! Find out more
JACK icon

Jack in the Box

255 hedge funds and large institutions have $2.97B invested in Jack in the Box in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 93 increasing their positions, 108 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $2.82B → $2.97B (+$148M)

3% less funds holding

Funds holding: 263255 (-8)

14% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 108

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less call options, than puts

Call options by funds: $22.3M | Put options by funds: $32.3M

Holders
255
Holders Change
-8
Holders Change %
-3.04%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
27
Increased
93
Reduced
108
Closed
34
Calls
$22.3M
Puts
$32.3M
Net Calls
-$10.1M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$265M +$59.6M +628,480 +29%
Vanguard Group
2
Vanguard Group
Pennsylvania
$259M +$3.75M +39,511 +1%
BFA
3
BlackRock Fund Advisors
California
$166M +$9.24M +97,466 +6%
Goldman Sachs
4
Goldman Sachs
New York
$131M -$10.3M -108,175 -7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$120M +$8.72M +91,982 +8%
State Street
6
State Street
Massachusetts
$101M -$2.5M -26,321 -2%
BIT
7
BlackRock Institutional Trust
California
$92.7M -$3.62M -38,168 -4%
Invesco
8
Invesco
Georgia
$80.5M -$2.29M -24,161 -3%
Millennium Management
9
Millennium Management
New York
$74.9M -$18.6M -196,394 -20%
Macquarie Group
10
Macquarie Group
Australia
$74.2M +$8.1M +85,394 +12%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$71.3M +$1.01M +10,687 +1%
Citadel Advisors
12
Citadel Advisors
Florida
$68.4M +$20.9M +219,881 +45%
Victory Capital Management
13
Victory Capital Management
Texas
$59.6M +$58.8M +619,894 +58,758%
Northern Trust
14
Northern Trust
Illinois
$58.3M +$881K +9,287 +2%
Bank of America
15
Bank of America
North Carolina
$54.6M -$45.6M -480,848 -46%
MCL
16
MIK Capital LLC
New York
$53.3M +$52.7M +555,783 New
EAM
17
Eagle Asset Management
Florida
$52.7M -$10.1M -105,987 -16%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$44.6M +$5.86M +61,835 +15%
AQR Capital Management
19
AQR Capital Management
Connecticut
$43.3M +$2.85M +30,026 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$41M +$3.23M +34,060 +9%
EAM
21
EverPoint Asset Management
Connecticut
$40.6M +$3.95M +41,606 +11%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$38.8M -$19.8M -208,340 -34%
AR
23
Advisory Research
Illinois
$38.7M +$106K +1,114 +0.3%
JP Morgan Chase
24
JP Morgan Chase
New York
$37.5M +$6.9M +72,793 +23%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$35M +$8.6M +90,700 +33%

JACK Hedge Fund Activity: Q3 2016 in Review

255 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q3 2016, worth a combined $2.97B — up 5.2% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of JACK and 27 opened new positions — a net loss of 7 holders — while 108 trimmed existing stakes and 93 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $59.6M. The largest seller was Maverick Capital, exiting entirely with an estimated $57.3M sold.

  • 255 institutional investors held Jack in the Box (JACK) as of Q3 2016, down from 263 in Q2 2016.
  • Funds reported $2.97B of Jack in the Box stock for Q3 2016, up 5.2% quarter-over-quarter.
  • 27 funds opened new Jack in the Box positions in Q3 2016 and 34 closed out, a net change of -7 holders.
  • The largest Jack in the Box buyer in Q3 2016 was T. Rowe Price Associates, an estimated $59.6M added.
  • The largest Jack in the Box seller in Q3 2016 was Maverick Capital, an estimated $57.3M sold.

Based on aggregated 13F filings for Q3 2016.