Jack in the Box
JACK
260 hedge funds and large institutions have $3.42B invested in Jack in the Box in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 87 increasing their positions, 102 reducing their positions, and 37 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
94.58% more ownership
Funds ownership: 0% → 94.58% (+95%)
24% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 37
15% more capital invested
Capital invested by funds: $2.97B → $3.42B (+$449M)
2% more funds holding
Funds holding: 255 → 260 (+5)
3% more call options, than puts
Call options by funds: $31.6M | Put options by funds: $30.8M
15% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 102
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$45M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$35.6M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$29.2M |
| 4 |
Renaissance Technologies
New York
|
+$25M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$90.6M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$32.6M |
| 3 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
-$30.7M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$29.2M |
| 5 |
Goldman Sachs
New York
|
-$28.1M |
JACK Hedge Fund Activity: Q4 2016 in Review
260 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q4 2016, worth a combined $3.42B — up 15% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new JACK positions and 37 closed out — a net gain of 9 holders — while 87 added to existing stakes and 102 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Wellington Management Group, cutting an estimated $90.6M.
- 260 institutional investors held Jack in the Box (JACK) as of Q4 2016, up from 255 in Q3 2016.
- Funds reported $3.42B of Jack in the Box stock for Q4 2016, up 15% quarter-over-quarter.
- 46 funds opened new Jack in the Box positions in Q4 2016 and 37 closed out, a net change of +9 holders.
- The largest Jack in the Box buyer in Q4 2016 was Fidelity Investments, an estimated $45M added.
- The largest Jack in the Box seller in Q4 2016 was Wellington Management Group, an estimated $90.6M sold.
Based on aggregated 13F filings for Q4 2016.