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Shake Shack

196 hedge funds and large institutions have $1.39B invested in Shake Shack in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $37.6M

47% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 47

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

1% more funds holding

Funds holding: 195196 (+1)

0.14% more ownership

Funds ownership: 104.41%104.54% (+0.14%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

27% less capital invested

Capital invested by funds: $1.92B → $1.39B (-$528M)

Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
4.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
39
Increased
69
Reduced
47
Closed
34
Calls
$58.6M
Puts
$37.6M
Net Calls
+$21M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
176
Omnia Family Wealth
Florida
$3K
WAM
177
Wealthspire Advisors (Maryland)
Maryland
$3K +$3.56K +69 +2,300%
ASN
178
Advisory Services Network
Georgia
$2K -$12.5K -243 -83%
GWS
179
Glassman Wealth Services
Virginia
$2K
SJIM
180
St. Johns Investment Management
Florida
$2K
VCM
181
Versant Capital Management
Arizona
$2K
LWCFA
182
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.58K +50 New
CFGS
183
Concourse Financial Group Securities
Alabama
$1K
TL
184
TrueWealth LLC
Georgia
$1K
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$1K
PWMG
186
Prestige Wealth Management Group
New Jersey
$1K +$1.03K +20 New
JA
187
JOYN Advisors
Georgia
$1K +$1.08K +21 New
FGC
188
Financial Gravity Companies
Texas
$1K +$1.55K +30 New
GT
189
Glenmede Trust
Pennsylvania
$565 +$9.08K +176 +1%
Select Equity Group
190
Select Equity Group
New York
-$25.2M -399,320 Closed
HCM
191
Hitchwood Capital Management
New York
-$12.6M -200,000 Closed
ACM
192
Atika Capital Management
New York
-$6.55M -104,000 Closed
GEM
193
Global Endowment Management
North Carolina
-$5.67M -90,000 Closed
Two Sigma Investments
194
Two Sigma Investments
New York
-$4.44M -85,994 Closed
ECM
195
Element Capital Management
New York
-$4.63M -73,505 Closed
ARTA
196
A.R.T. Advisors
New York
-$3.96M -62,900 Closed
QC
197
Quadrature Capital
United Kingdom
-$3.04M -48,281 Closed
KWILP
198
Kiwi Wealth Investments Limited Partnership
New Zealand
-$2.45M -38,826 Closed
Citadel Advisors
199
Citadel Advisors
Florida
-$1.21M -23,551 Closed
QCMA
200
Quad Capital Management Advisors
New York
-$1.45M -22,960 Closed

SHAK Hedge Fund Activity: Q4 2018 in Review

196 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q4 2018, worth a combined $1.39B — down 27% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SHAK positions and 34 closed out — a net gain of 5 holders — while 69 added to existing stakes and 47 trimmed.

The largest buyer was Bridger Management, opening a new position worth an estimated $23.6M. The largest seller was Morgan Stanley, cutting an estimated $60.9M.

  • 196 institutional investors held Shake Shack (SHAK) as of Q4 2018, up from 195 in Q3 2018.
  • Funds reported $1.39B of Shake Shack stock for Q4 2018, down 27% quarter-over-quarter.
  • 39 funds opened new Shake Shack positions in Q4 2018 and 34 closed out, a net change of +5 holders.
  • The largest Shake Shack buyer in Q4 2018 was Bridger Management, an estimated $23.6M added.
  • The largest Shake Shack seller in Q4 2018 was Morgan Stanley, an estimated $60.9M sold.

Based on aggregated 13F filings for Q4 2018.