Jack in the Box
JACK
215 hedge funds and large institutions have $1.99B invested in Jack in the Box in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 91 reducing their positions, and 35 closing their positions.
2.37% more ownership
Funds ownership: 105.24% → 107.61% (+2.4%)
5% less funds holding
Funds holding: 227 → 215 (-12)
20% less capital invested
Capital invested by funds: $2.47B → $1.99B (-$489M)
20% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 35
27% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 91
55% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $22.7M
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$32.7M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$29M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$10.7M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$10.2M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$31.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$28.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$27.9M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$24.9M |
| 5 |
Two Sigma Investments
New York
|
-$24.6M |
JACK Hedge Fund Activity: Q4 2019 in Review
215 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q4 2019, worth a combined $1.99B — down 20% from $2.47B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of JACK and 28 opened new positions — a net loss of 7 holders — while 91 trimmed existing stakes and 66 added.
The largest buyer was Bessemer Group, adding an estimated $32.7M. The largest seller was Marshall Wace, exiting entirely with an estimated $31.3M sold.
- 215 institutional investors held Jack in the Box (JACK) as of Q4 2019, down from 227 in Q3 2019.
- Funds reported $1.99B of Jack in the Box stock for Q4 2019, down 20% quarter-over-quarter.
- 28 funds opened new Jack in the Box positions in Q4 2019 and 35 closed out, a net change of -7 holders.
- The largest Jack in the Box buyer in Q4 2019 was Bessemer Group, an estimated $32.7M added.
- The largest Jack in the Box seller in Q4 2019 was Marshall Wace, an estimated $31.3M sold.
Based on aggregated 13F filings for Q4 2019.