Jack in the Box
JACK
263 hedge funds and large institutions have $2.54B invested in Jack in the Box in 2021 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 91 increasing their positions, 87 reducing their positions, and 31 closing their positions.
116% more call options, than puts
Call options by funds: $63.4M | Put options by funds: $29.4M
65% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 31
16% more capital invested
Capital invested by funds: $2.18B → $2.54B (+$358M)
8% more funds holding
Funds holding: 244 → 263 (+19)
5% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 87
2.15% less ownership
Funds ownership: 103.49% → 101.34% (-2.2%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
+$55.9M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$38.9M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$22.5M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$21M |
| 5 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$33.9M |
| 2 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$33.7M |
| 3 |
Goldman Sachs
New York
|
-$26.8M |
| 4 |
MCM
Moore Capital Management
New York
|
-$15.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.2M |
JACK Hedge Fund Activity: Q1 2021 in Review
263 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q1 2021, worth a combined $2.54B — up 16% from $2.18B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new JACK positions and 31 closed out — a net gain of 20 holders — while 91 added to existing stakes and 87 trimmed.
The largest buyer was Scopus Asset Management, opening a new position worth an estimated $55.9M. The largest seller was Citadel Advisors, cutting an estimated $33.9M.
- 263 institutional investors held Jack in the Box (JACK) as of Q1 2021, up from 244 in Q4 2020.
- Funds reported $2.54B of Jack in the Box stock for Q1 2021, up 16% quarter-over-quarter.
- 51 funds opened new Jack in the Box positions in Q1 2021 and 31 closed out, a net change of +20 holders.
- The largest Jack in the Box buyer in Q1 2021 was Scopus Asset Management, an estimated $55.9M added.
- The largest Jack in the Box seller in Q1 2021 was Citadel Advisors, an estimated $33.9M sold.
Based on aggregated 13F filings for Q1 2021.