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Shake Shack

241 hedge funds and large institutions have $3.05B invested in Shake Shack in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 86 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+24
Holders Change %
+11.06%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
53
Increased
86
Reduced
63
Closed
28
Calls
$167M
Puts
$142M
Net Calls
+$24.8M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CMBA
201
C.M. Bidwell & Associates
Hawaii
$72K +$72K +735 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$59K
AG
203
Advisor Group
Arizona
$55K +$5.38K +56 +11%
TC
204
Truvestments Capital
Florida
$54K
SWA
205
Sutton Wealth Advisors
Florida
$51.8K
SPIA
206
Steward Partners Investment Advisory
New York
$34K +$29.1K +300 +600%
RE
207
RBC Europe
United Kingdom
$30.7K +$14.7K +150 +92%
PHK
208
Point72 Hong Kong
Hong Kong
$30K -$155K -1,564 -84%
RWA
209
Ropes Wealth Advisors
Massachusetts
$29K
TCOV
210
Trust Company of Vermont
Vermont
$29K
NSIM
211
North Star Investment Management
Illinois
$29K +$29K +300 New
VFA
212
Valeo Financial Advisors
Indiana
$28K
AF
213
Advisornet Financial
Minnesota
$26K
AP
214
Atwood & Palmer
Missouri
$20K
PRC
215
Pearl River Capital
Michigan
$20K +$20K +202 New
GAM
216
Gemmer Asset Management
California
$19K +$295 +3 +2%
RCAG
217
Rehmann Capital Advisory Group
Michigan
$14.1K
PB
218
Pinnacle Bancorp
Nebraska
$14K
TWA
219
TCI Wealth Advisors
Arizona
$12K
PA
220
Parallel Advisors
California
$12K
NIC
221
Northwest Investment Counselors
Oregon
$10K +$10K +100 New
PCG
222
Private Capital Group
Connecticut
$7K +$7K +67 New
GWS
223
Glassman Wealth Services
Virginia
$5K +$283 +3 +6%
PFO
224
Pathstone Family Office
New Jersey
$3K
SJIM
225
St. Johns Investment Management
Florida
$3K