SHAK icon

Shake Shack
SHAK

Overview Fund Activity

259 hedge funds and large institutions have $1.98B invested in Shake Shack in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+6
Holders Change %
+2.37%
% of All Funds
4.15%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
48
Increased
77
Reduced
87
Closed
38
Calls
$42.3M
Puts
$70.1M
Net Calls
-$27.9M
Net Calls Change
-$44.2M

Top Buyers

1
EC
Engaged Capital
California
$95.3M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$33.9M
3
CIP
Champlain Investment Partners
Vermont
$71.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$249M
5
Citadel Advisors
Citadel Advisors
Florida
$37.6M

Top Sellers

1
FAM
Fred Alger Management
New York
$14.6M
2
BlackRock
BlackRock
New York
$321M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28.9M
4
Man Group
Man Group
United Kingdom
$23.6M
5
1WCM
12 West Capital Management
New York
$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
226
Baystate Wealth Management
Massachusetts
$5.55K – – –
NL
227
NVWM LLC
Pennsylvania
$5.33K – – –
EWA
228
EverSource Wealth Advisors
Alabama
$4.94K -$2.16K -39 -30%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$4.83K +$1.72K +31 +55%
AAS
230
Ameritas Advisory Services
Nebraska
$4.72K +$4.72K +85 New
QC
231
Quent Capital
New York
$4.5K – – –
BWL
232
Bogart Wealth LLC
Virginia
$4.22K +$4.22K +76 New
PB
233
Pinnacle Bancorp
Nebraska
$3.88K – – –
FWM
234
Focused Wealth Management
New York
$3.22K – – –
PA
235
Parallel Advisors
California
$3.11K -$5.55K -100 -64%
TF
236
Tompkins Financial
New York
$2.78K – – –
RCM
237
Raleigh Capital Management
North Carolina
$2.78K – – –
WP
238
WealthPLAN Partners
Nebraska
$2.78K +$2.78K +50 New
NSIM
239
North Star Investment Management
Illinois
$2.77K – – –
EI
240
Ellevest Inc
New York
$2.05K +$555 +10 +37%
AWM
241
Avior Wealth Management
Nebraska
$1.94K – – –
IA
242
IFS Advisors
Kansas
$1.94K – – –
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$1.44K – – –
BWA
244
BDO Wealth Advisors
Florida
$1.17K – – –
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$1.17K -$5.1K -92 -81%
BIA
246
Bell Investment Advisors
California
$1.11K – – –
FCA
247
FinTrust Capital Advisors
South Carolina
$1.04K – – –
CAL
248
Capital Advisors Ltd
Ohio
$1K – – –
RG
249
Retirement Group
California
$1K +$385 +10 +63%
MCM
250
Manchester Capital Management
Vermont
$722 – – –
8 9
10
11 12