Jack in the Box
JACK
258 hedge funds and large institutions have $2.87B invested in Jack in the Box in 2017 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 28 closing their positions.
100% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 28
14% more call options, than puts
Call options by funds: $143M | Put options by funds: $125M
12% more funds holding
Funds holding: 231 → 258 (+27)
4% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 82
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.52% less ownership
Funds ownership: 99.82% → 99.3% (-0.52%)
4% less capital invested
Capital invested by funds: $2.99B → $2.87B (-$126M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
+$77M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$49.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$49M |
| 4 |
Millennium Management
New York
|
+$30.5M |
| 5 |
Morgan Stanley
New York
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$144M |
| 2 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$67.5M |
| 3 |
MC
Maverick Capital
Dallas,
Texas
|
-$63.8M |
| 4 |
EC
Eminence Capital
New York
|
-$36M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.6M |
JACK Hedge Fund Activity: Q4 2017 in Review
258 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q4 2017, worth a combined $2.87B — down 4.2% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new JACK positions and 28 closed out — a net gain of 28 holders — while 85 added to existing stakes and 82 trimmed.
The largest buyer was Scopus Asset Management, opening a new position worth an estimated $77M. The largest seller was T. Rowe Price Associates, cutting an estimated $144M.
- 258 institutional investors held Jack in the Box (JACK) as of Q4 2017, up from 231 in Q3 2017.
- Funds reported $2.87B of Jack in the Box stock for Q4 2017, down 4.2% quarter-over-quarter.
- 56 funds opened new Jack in the Box positions in Q4 2017 and 28 closed out, a net change of +28 holders.
- The largest Jack in the Box buyer in Q4 2017 was Scopus Asset Management, an estimated $77M added.
- The largest Jack in the Box seller in Q4 2017 was T. Rowe Price Associates, an estimated $144M sold.
Based on aggregated 13F filings for Q4 2017.