Jack in the Box
JACK
236 hedge funds and large institutions have $1.83B invested in Jack in the Box in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 80 reducing their positions, and 44 closing their positions.
2.52% more ownership
Funds ownership: 97.04% → 99.56% (+2.5%)
3% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 80
9% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 44
2% less funds holding
Funds holding: 242 → 236 (-6)
11% less capital invested
Capital invested by funds: $2.05B → $1.83B (-$217M)
88% less call options, than puts
Call options by funds: $7.48M | Put options by funds: $60.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$50.8M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$30.6M |
| 3 |
Two Sigma Investments
New York
|
+$28.2M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$27.1M |
| 5 |
Millennium Management
New York
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$101M |
| 2 |
SAM
Scopus Asset Management
New York
|
-$55.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$46.4M |
| 4 |
Jennison Associates
New York
|
-$43.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$34.2M |
JACK Hedge Fund Activity: Q4 2021 in Review
236 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q4 2021, worth a combined $1.83B — down 11% from $2.05B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of JACK and 40 opened new positions — a net loss of 4 holders — while 80 trimmed existing stakes and 82 added.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $50.8M. The largest seller was Wells Fargo, cutting an estimated $101M.
- 236 institutional investors held Jack in the Box (JACK) as of Q4 2021, down from 242 in Q3 2021.
- Funds reported $1.83B of Jack in the Box stock for Q4 2021, down 11% quarter-over-quarter.
- 40 funds opened new Jack in the Box positions in Q4 2021 and 44 closed out, a net change of -4 holders.
- The largest Jack in the Box buyer in Q4 2021 was Massachusetts Financial Services, an estimated $50.8M added.
- The largest Jack in the Box seller in Q4 2021 was Wells Fargo, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2021.