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Jack in the Box

218 hedge funds and large institutions have $1.77B invested in Jack in the Box in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more capital invested

Capital invested by funds: $811M → $1.77B (+$957M)

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more funds holding

Funds holding: 193218 (+25)

2.8% more ownership

Funds ownership: 102.23%105.03% (+2.8%)

9% more call options, than puts

Call options by funds: $42M | Put options by funds: $38.4M

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

Holders
218
Holders Change
+25
Holders Change %
+12.95%
% of All Funds
4.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
56
Increased
64
Reduced
76
Closed
30
Calls
$42M
Puts
$38.4M
Net Calls
+$3.58M
Net Calls Change
+$6.84M

JACK Hedge Fund Activity: Q2 2020 in Review

218 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q2 2020, worth a combined $1.77B — up 118% from $811M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new JACK positions and 30 closed out — a net gain of 26 holders — while 64 added to existing stakes and 76 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $34.1M. The largest seller was Jana Partners, exiting entirely with an estimated $28.3M sold.

  • 218 institutional investors held Jack in the Box (JACK) as of Q2 2020, up from 193 in Q1 2020.
  • Funds reported $1.77B of Jack in the Box stock for Q2 2020, up 118% quarter-over-quarter.
  • 56 funds opened new Jack in the Box positions in Q2 2020 and 30 closed out, a net change of +26 holders.
  • The largest Jack in the Box buyer in Q2 2020 was Goldman Sachs, an estimated $34.1M added.
  • The largest Jack in the Box seller in Q2 2020 was Jana Partners, an estimated $28.3M sold.

Based on aggregated 13F filings for Q2 2020.