Jack in the Box
JACK
218 hedge funds and large institutions have $1.76B invested in Jack in the Box in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 63 increasing their positions, 77 reducing their positions, and 31 closing their positions.
113% more capital invested
Capital invested by funds: $825M → $1.76B (+$935M)
81% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 31
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% more funds holding
Funds holding: 194 → 218 (+24)
1.06% more ownership
Funds ownership: 103.99% → 105.04% (+1.1%)
8% more call options, than puts
Call options by funds: $39.1M | Put options by funds: $36.3M
18% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$34.1M |
| 2 |
EC
Engaged Capital
Newport Beach,
California
|
+$21.8M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
+$18.3M |
| 4 |
Holocene Advisors
New York
|
+$16.8M |
| 5 |
MCM
Moore Capital Management
New York
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
-$28.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$24M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$23.6M |
| 4 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$21.9M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$16.4M |
JACK Hedge Fund Activity: Q2 2020 in Review
218 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q2 2020, worth a combined $1.76B — up 113% from $825M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new JACK positions and 31 closed out — a net gain of 25 holders — while 63 added to existing stakes and 77 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 194 in Q1 2020.
- Funds reported $1.76B of Jack in the Box stock for Q2 2020, up 113% quarter-over-quarter.
- 56 funds opened new Jack in the Box positions in Q2 2020 and 31 closed out, a net change of +25 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.