Papa John's
PZZA
270 hedge funds and large institutions have $3.13B invested in Papa John's in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 96 reducing their positions, and 37 closing their positions.
5.23% more ownership
Funds ownership: 99.63% → 104.85% (+5.2%)
7% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 96
5% less funds holding
Funds holding: 283 → 270 (-13)
16% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 37
17% less capital invested
Capital invested by funds: $3.77B → $3.13B (-$639M)
31% less call options, than puts
Call options by funds: $33M | Put options by funds: $47.5M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$49.6M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$45.6M |
| 3 |
Morgan Stanley
New York
|
+$41.3M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$31.4M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$44.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.1M |
| 3 |
Millennium Management
New York
|
-$17.2M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$14.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.3M |
PZZA Hedge Fund Activity: Q2 2022 in Review
270 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Papa John's (PZZA) for Q2 2022, worth a combined $3.13B — down 17% from $3.77B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of PZZA and 31 opened new positions — a net loss of 6 holders — while 96 trimmed existing stakes and 103 added.
The largest buyer was JP Morgan Chase, adding an estimated $49.6M. The largest seller was Invesco, cutting an estimated $44.6M.
- 270 institutional investors held Papa John's (PZZA) as of Q2 2022, down from 283 in Q1 2022.
- Funds reported $3.13B of Papa John's stock for Q2 2022, down 17% quarter-over-quarter.
- 31 funds opened new Papa John's positions in Q2 2022 and 37 closed out, a net change of -6 holders.
- The largest Papa John's buyer in Q2 2022 was JP Morgan Chase, an estimated $49.6M added.
- The largest Papa John's seller in Q2 2022 was Invesco, an estimated $44.6M sold.
Based on aggregated 13F filings for Q2 2022.