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Shake Shack

212 hedge funds and large institutions have $1.8B invested in Shake Shack in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 58 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 58

9% less call options, than puts

Call options by funds: $125M | Put options by funds: $137M

12% less funds holding

Funds holding: 241212 (-29)

12.6% less ownership

Funds ownership: 102.04%89.45% (-13%)

37% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 59

41% less capital invested

Capital invested by funds: $3.05B → $1.8B (-$1.25B)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
212
Holders Change
-29
Holders Change %
-12.03%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
37
Increased
80
Reduced
58
Closed
59
Calls
$125M
Puts
$137M
Net Calls
-$12.1M
Net Calls Change
-$36.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$13.3M +$453K +6,304 +3%
Squarepoint
27
Squarepoint
New York
$11.9M -$4.6M -63,971 -24%
Charles Schwab
28
Charles Schwab
California
$11.1M +$333K +4,631 +3%
Norges Bank
29
Norges Bank
Norway
$10.7M +$1.73M +24,085 +16%
Ameriprise
30
Ameriprise
Minnesota
$9.39M -$1.86M -25,838 -14%
N
31
Nuveen
North Carolina
$6.98M -$104K -1,442 -1%
Citigroup
32
Citigroup
New York
$6.83M +$3.92M +54,539 +91%
SPC
33
Stony Point Capital
New York
$6.28M +$7.58M +105,417 New
UBS Group
34
UBS Group
Switzerland
$6.07M +$6.09M +84,749 +496%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$5.62M +$569K +7,911 +9%
Goldman Sachs
36
Goldman Sachs
New York
$5.52M -$356K -4,955 -5%
Wolverine Trading
37
Wolverine Trading
Illinois
$5.4M +$4.81M +66,878 +285%
Legal & General Group
38
Legal & General Group
United Kingdom
$5.23M +$471K +6,550 +8%
ACM
39
Atika Capital Management
New York
$5.18M -$1.15M -16,000 -16%
RIA
40
RPG Investment Advisory
California
$5.12M +$6.17M +85,874 New
HSBC Holdings
41
HSBC Holdings
United Kingdom
$5.01M +$3.79M +52,754 +168%
Bank of America
42
Bank of America
North Carolina
$5M -$1.44M -20,058 -19%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$4.64M +$2.88M +40,040 +106%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.15M -$575K -8,000 -10%
Jane Street
45
Jane Street
New York
$4M +$4.47M +62,221 +1,256%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.99M +$83.9K +1,167 +2%
PI
47
PEAK6 Investments
Illinois
$3.88M +$4.68M +65,101 New
Neuberger Berman Group
48
Neuberger Berman Group
New York
$3.68M +$162K +2,251 +4%
FAM
49
Formidable Asset Management
Ohio
$3.55M +$1.67M +23,230 +85%
Wells Fargo
50
Wells Fargo
California
$3.44M +$1.57M +21,892 +61%

SHAK Hedge Fund Activity: Q4 2019 in Review

212 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q4 2019, worth a combined $1.8B — down 41% from $3.05B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of SHAK and 37 opened new positions — a net loss of 22 holders — while 58 trimmed existing stakes and 80 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $78.3M. The largest seller was Renaissance Technologies, cutting an estimated $88.7M.

  • 212 institutional investors held Shake Shack (SHAK) as of Q4 2019, down from 241 in Q3 2019.
  • Funds reported $1.8B of Shake Shack stock for Q4 2019, down 41% quarter-over-quarter.
  • 37 funds opened new Shake Shack positions in Q4 2019 and 59 closed out, a net change of -22 holders.
  • The largest Shake Shack buyer in Q4 2019 was Eminence Capital, an estimated $78.3M added.
  • The largest Shake Shack seller in Q4 2019 was Renaissance Technologies, an estimated $88.7M sold.

Based on aggregated 13F filings for Q4 2019.