We are live on ! Find out more
JAX

J. Alexander's Holdings, Inc.
JAX

Delisted

JAX was delisted on the 29th of September, 2021.

Back to rankings

116 hedge funds and large institutions have $102M invested in J. Alexander's Holdings, Inc. in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

1% more capital invested

Capital invested by funds: $101M → $102M (+$1.41M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 117 → 116 (-1)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
27
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MPEM
Marathon Partners Equity Management
New York
+$1.86M
2
AA
Ancora Advisors
Ohio
+$1.16M
3
ACM
Addison Clark Management
Connecticut
+$708K
4
RRAM
River Road Asset Management
Kentucky
+$605K
5
WCM
Wedge Capital Management
North Carolina
+$579K

Top Sellers

Rank Fund Capital Flow
1
EA
Emerald Acquisition
Washington
-$2.18M
2
PAM
Panagora Asset Management
Massachusetts
-$436K
3
OAM
Oxford Asset Management
United Kingdom
-$376K
4
SIM
Spark Investment Management
New York
-$269K
5
KFA
Kelleher Financial Advisors
New York
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
76
Advisor Group
Arizona
$11K – – –
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$9.15K +$3.73K +380 +73%
JWA
78
JFS Wealth Advisors
Pennsylvania
$6K – – –
Macquarie Group
79
Macquarie Group
Australia
$3K -$2.65K -270 -50%
AF
80
Allworth Financial
California
$2K – – –
AF
81
Arrow Financial
New York
$2K – – –
ClearBridge Investments
82
ClearBridge Investments
New York
$2K – – –
MWM
83
MinichMacGregor Wealth Management
New York
$2K – – –
US Bancorp
84
US Bancorp
Minnesota
$2K +$1.88K +192 +9,600%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$1K -$49 -5 -4%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$1K – – –
DAM
87
Delta Asset Management
Tennessee
$1K – – –
LWM
88
LBA Wealth Management
Florida
$1K – – –
MFS
89
MSI Financial Services
Massachusetts
$1K – – –
TRCT
90
Tower Research Capital (TRC)
New York
$1K +$540 +55 New
GC
91
Globeflex Capital
California
$1K +$1.07K +109 New
TCIM
92
TIAA CREF Investment Management
New York
$582 – – –
WEC
93
Winslow Evans & Crocker
Massachusetts
$358 – – –
CFA
94
CT Financial Advisors
Pennsylvania
$10 – – –
KFA
95
Kelleher Financial Advisors
New York
– -$247K -24,955 Closed
TBAM
96
True Bearing Asset Management
California
– -$198K -19,978 Closed
Millennium Management
97
Millennium Management
New York
– -$103K -10,406 Closed
HCM
98
Horrell Capital Management
Arkansas
– -$18K -1,790 Closed
AIM
99
Acrospire Investment Management
Illinois
– -$11K -1,146 Closed
JP Morgan Chase
100
JP Morgan Chase
New York
– -$2K -204 -83%
1 2 3
4
5

JAX Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in J. Alexander's Holdings, Inc. (JAX) for Q3 2016, worth a combined $102M — up 1.4% from $101M a quarter earlier.

Fund positioning in JAX was balanced in Q3 2016: 8 funds opened new positions, 8 closed out, 27 added to existing stakes and 32 trimmed.

The largest buyer was Marathon Partners Equity Management, adding an estimated $1.86M. The largest seller was Emerald Acquisition, cutting an estimated $2.18M.

  • 116 institutional investors held J. Alexander's Holdings, Inc. (JAX) as of Q3 2016, down from 117 in Q2 2016.
  • Funds reported $102M of J. Alexander's Holdings, Inc. stock for Q3 2016, up 1.4% quarter-over-quarter.
  • 8 funds opened new J. Alexander's Holdings, Inc. positions in Q3 2016 and 8 closed out, a net change of 0 holders.
  • The largest J. Alexander's Holdings, Inc. buyer in Q3 2016 was Marathon Partners Equity Management, an estimated $1.86M added.
  • The largest J. Alexander's Holdings, Inc. seller in Q3 2016 was Emerald Acquisition, an estimated $2.18M sold.

Based on aggregated 13F filings for Q3 2016.