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Shake Shack

167 hedge funds and large institutions have $1.3B invested in Shake Shack in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 40

36% more call options, than puts

Call options by funds: $26M | Put options by funds: $19.1M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.47% more ownership

Funds ownership: 115.24%115.71% (+0.47%)

0% more funds holding

Funds holding: 167167 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

0% less capital invested

Capital invested by funds: $1.3B → $1.3B (-$834K)

Holders
167
Holders Change
Holders Change %
0%
% of All Funds
3.83%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
27
Increased
55
Reduced
40
Closed
27
Calls
$26M
Puts
$19.1M
Net Calls
+$6.89M
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
LGP
1
Leonard Green & Partners
California
$178M
Morgan Stanley
2
Morgan Stanley
New York
$163M +$57.4M +1,380,352 +54%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$109M +$957K +23,035 +0.9%
1WCM
4
12 West Capital Management
New York
$108M
BlackRock
5
BlackRock
New York
$105M +$4.16M +100,166 +4%
GGHC
6
Gilder Gagnon Howe & Co
New York
$75.9M +$11.1M +267,812 +17%
Vanguard Group
7
Vanguard Group
Pennsylvania
$72.3M +$4.74M +113,948 +7%
O
8
OppenheimerFunds
New York
$41.9M +$8.14K +196 +0%
Grantham, Mayo, Van Otterloo & Co (GMO)
9
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$37.5M
ZCI
10
Zevenbergen Capital Investments
Washington
$36.6M +$53K +1,275 +0.1%
Select Equity Group
11
Select Equity Group
New York
$34.1M -$2.17M -52,276 -6%
SCH
12
Sylebra Capital (HK)
Hong Kong
$32.6M -$9.04M -217,578 -22%
Macquarie Group
13
Macquarie Group
Australia
$24.6M +$3.45M +82,926 +16%
Goldman Sachs
14
Goldman Sachs
New York
$22.8M +$1.07M +25,776 +5%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$22.2M -$2.23M -53,645 -9%
State Street
16
State Street
Massachusetts
$21M +$795K +19,123 +4%
FAM
17
Fred Alger Management
New York
$13.2M +$3.14M +75,656 +31%
IFLIT
18
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$12.2M
Northern Trust
19
Northern Trust
Illinois
$10.7M -$98.2K -2,363 -0.9%
Renaissance Technologies
20
Renaissance Technologies
New York
$10.4M +$10.3M +248,700 New
William Blair & Company
21
William Blair & Company
Illinois
$10.1M +$5.77M +138,936 +135%
UBS AM
22
UBS AM
Illinois
$10M -$204K -4,900 -2%
OAM
23
Oxford Asset Management
United Kingdom
$9.65M +$5.98M +144,003 +164%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$9.16M +$113K +2,719 +1%
Deutsche Bank
25
Deutsche Bank
Germany
$7.99M +$4.08M +98,223 +105%

SHAK Hedge Fund Activity: Q1 2018 in Review

167 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q1 2018, worth a combined $1.3B — down 0.06% from $1.3B a quarter earlier.

Fund positioning in SHAK was balanced in Q1 2018: 27 funds opened new positions, 27 closed out, 55 added to existing stakes and 40 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.4M. The largest seller was Balyasny Asset Management, cutting an estimated $13.3M.

  • 167 institutional investors held Shake Shack (SHAK) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $1.3B of Shake Shack stock for Q1 2018, down 0.06% quarter-over-quarter.
  • 27 funds opened new Shake Shack positions in Q1 2018 and 27 closed out, a net change of 0 holders.
  • The largest Shake Shack buyer in Q1 2018 was Morgan Stanley, an estimated $57.4M added.
  • The largest Shake Shack seller in Q1 2018 was Balyasny Asset Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2018.