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Shake Shack

251 hedge funds and large institutions have $2.41B invested in Shake Shack in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 77 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

18% more capital invested

Capital invested by funds: $2.04B → $2.41B (+$372M)

4% more funds holding

Funds holding: 241251 (+10)

8% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 71

2.99% less ownership

Funds ownership: 100.83%97.84% (-3%)

17% less call options, than puts

Call options by funds: $142M | Put options by funds: $172M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
251
Holders Change
+10
Holders Change %
+4.15%
% of All Funds
5.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
51
Increased
77
Reduced
71
Closed
39
Calls
$142M
Puts
$172M
Net Calls
-$29.8M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$15.7M -$2.16M -37,230 -13%
Citadel Advisors
27
Citadel Advisors
Florida
$15.1M +$13.6M +234,940 New
Charles Schwab
28
Charles Schwab
California
$15M -$99.2K -1,711 -0.7%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$15M -$23.6M -407,200 -64%
William Blair & Company
30
William Blair & Company
Illinois
$13.8M -$1.8M -31,081 -13%
CCI
31
Columbus Circle Investors
$11.7M +$10.5M +180,947 New
CCM
32
Clearfield Capital Management
New York
$10.1M -$10.8M -185,800 -54%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$9.67M -$1.7M -29,365 -16%
YRHAM
34
Yong Rong (HK) Asset Management
Hong Kong
$8.38M +$5.51M +95,000 +271%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$7.92M +$3.56M +61,492 +100%
Legal & General Group
36
Legal & General Group
United Kingdom
$7.33M +$78.7K +1,358 +1%
Barclays
37
Barclays
United Kingdom
$6.3M +$258K +4,443 +5%
SBH
38
Segall Bryant & Hamill
Illinois
$6.27M +$4.61M +79,550 +450%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$6.05M -$621K -10,713 -10%
EVM
40
Eaton Vance Management
Massachusetts
$5.93M +$5.33M +91,925 New
Macquarie Group
41
Macquarie Group
Australia
$5.88M +$1.36M +23,416 +35%
Wells Fargo
42
Wells Fargo
California
$5.83M +$2.03M +34,992 +63%
RIA
43
RPG Investment Advisory
California
$5.74M -$95.1K -1,640 -2%
IUHSA
44
Itau Unibanco Holding S.A.
Brazil
$5.26M +$4.73M +81,605 New
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$5.26M +$1.18M +20,285 +33%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.06M
Swiss National Bank
47
Swiss National Bank
Switzerland
$5.02M +$510K +8,800 +13%
KAM
48
Karani Asset Management
New York
$4.86M -$1.56M -26,827 -26%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$4.7M +$110K +1,900 +3%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$4.62M +$4.15M +71,663 New

SHAK Hedge Fund Activity: Q3 2020 in Review

251 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q3 2020, worth a combined $2.41B — up 18% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SHAK positions and 39 closed out — a net gain of 12 holders — while 77 added to existing stakes and 71 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $89.9M. The largest seller was Eminence Capital, cutting an estimated $65.4M.

  • 251 institutional investors held Shake Shack (SHAK) as of Q3 2020, up from 241 in Q2 2020.
  • Funds reported $2.41B of Shake Shack stock for Q3 2020, up 18% quarter-over-quarter.
  • 51 funds opened new Shake Shack positions in Q3 2020 and 39 closed out, a net change of +12 holders.
  • The largest Shake Shack buyer in Q3 2020 was Amundi Asset Management US, an estimated $89.9M added.
  • The largest Shake Shack seller in Q3 2020 was Eminence Capital, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2020.