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Jack in the Box

206 hedge funds and large institutions have $878M invested in Jack in the Box in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more call options, than puts

Call options by funds: $35.6M | Put options by funds: $27.7M

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

4.33% more ownership

Funds ownership: 107.7%112.03% (+4.3%)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

0% more funds holding

Funds holding: 205206 (+1)

8% less capital invested

Capital invested by funds: $956M → $878M (-$77.7M)

Holders
206
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
36
Increased
69
Reduced
64
Closed
31
Calls
$35.6M
Puts
$27.7M
Net Calls
+$7.94M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M +$5.82M +126,263 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.1M -$6.94M -150,373 -6%
Capital World Investors
3
Capital World Investors
California
$66.9M
BCC
4
Biglari Capital Corp
Texas
$44.7M
LSV Asset Management
5
LSV Asset Management
Illinois
$37.1M -$1.3M -28,130 -3%
State Street
6
State Street
Massachusetts
$32.3M +$1.74M +37,664 +5%
Bank of America
7
Bank of America
North Carolina
$31.6M -$2.51M -54,469 -7%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$30.2M +$1.19M +25,881 +4%
UBS Group
9
UBS Group
Switzerland
$26.8M +$24.8M +537,714 +511%
Goldman Sachs
10
Goldman Sachs
New York
$23.6M +$18.1M +392,476 +227%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.8M -$139K -3,023 -0.7%
IIA
12
IPG Investment Advisors
California
$18.3M +$7.56M +163,834 +59%
Charles Schwab
13
Charles Schwab
California
$18.2M +$2.21M +47,851 +12%
Citadel Advisors
14
Citadel Advisors
Florida
$17.8M +$8.57M +185,828 +77%
Victory Capital Management
15
Victory Capital Management
Texas
$17.5M -$5.05M -109,472 -21%
JGC
16
J. Goldman & Co
New York
$17.2M +$12.2M +263,941 +178%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$15.5M -$2.58M -55,908 -13%
Morgan Stanley
18
Morgan Stanley
New York
$15M +$801K +17,354 +5%
ICM
19
Invenomic Capital Management
Massachusetts
$14.9M +$4.76M +103,176 +41%
CCM
20
Callodine Capital Management
Massachusetts
$12.7M -$375K -8,120 -3%
EARNEST Partners
21
EARNEST Partners
Georgia
$10.9M -$650K -14,089 -5%
Northern Trust
22
Northern Trust
Illinois
$9.13M +$977K +21,182 +11%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$8.19M +$5.82M +126,101 +179%
EA
24
Emerald Advisers
Pennsylvania
$7.95M -$424K -9,200 -5%
Raymond James Financial
25
Raymond James Financial
Florida
$7.65M +$8.48M +183,830 New

JACK Hedge Fund Activity: Q4 2024 in Review

206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jack in the Box (JACK) for Q4 2024, worth a combined $878M — down 8.1% from $956M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JACK positions and 31 closed out — a net gain of 5 holders — while 69 added to existing stakes and 64 trimmed.

The largest buyer was UBS Group, adding an estimated $24.8M. The largest seller was Macquarie Group, cutting an estimated $27.1M.

  • 206 institutional investors held Jack in the Box (JACK) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $878M of Jack in the Box stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 36 funds opened new Jack in the Box positions in Q4 2024 and 31 closed out, a net change of +5 holders.
  • The largest Jack in the Box buyer in Q4 2024 was UBS Group, an estimated $24.8M added.
  • The largest Jack in the Box seller in Q4 2024 was Macquarie Group, an estimated $27.1M sold.

Based on aggregated 13F filings for Q4 2024.