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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

89% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 28

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

37% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 63

33% more capital invested

Capital invested by funds: $2.29B → $3.05B (+$765M)

17% more call options, than puts

Call options by funds: $167M | Put options by funds: $142M

11% more funds holding

Funds holding: 217241 (+24)

4.71% less ownership

Funds ownership: 106.75%102.04% (-4.7%)

Holders
241
Holders Change
+24
Holders Change %
+11.06%
% of All Funds
5.27%
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

SHAK Hedge Fund Activity: Q3 2019 in Review

241 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q3 2019, worth a combined $3.05B — up 33% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SHAK positions and 28 closed out — a net gain of 25 holders — while 86 added to existing stakes and 63 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $59.7M. The largest seller was Victory Capital Management, cutting an estimated $70.7M.

  • 241 institutional investors held Shake Shack (SHAK) as of Q3 2019, up from 217 in Q2 2019.
  • Funds reported $3.05B of Shake Shack stock for Q3 2019, up 33% quarter-over-quarter.
  • 53 funds opened new Shake Shack positions in Q3 2019 and 28 closed out, a net change of +25 holders.
  • The largest Shake Shack buyer in Q3 2019 was 1832 Asset Management, an estimated $59.7M added.
  • The largest Shake Shack seller in Q3 2019 was Victory Capital Management, an estimated $70.7M sold.

Based on aggregated 13F filings for Q3 2019.