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Shake Shack

278 hedge funds and large institutions have $3.16B invested in Shake Shack in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 80 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 31

31% more capital invested

Capital invested by funds: $2.41B → $3.16B (+$748M)

11% more funds holding

Funds holding: 251278 (+27)

0.63% less ownership

Funds ownership: 97.84%97.21% (-0.63%)

6% less call options, than puts

Call options by funds: $167M | Put options by funds: $178M

7% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 86

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
278
Holders Change
+27
Holders Change %
+10.76%
% of All Funds
4.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
59
Increased
80
Reduced
86
Closed
31
Calls
$167M
Puts
$178M
Net Calls
-$11.5M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$472M +$38.8M +500,504 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$314M +$4.89M +62,973 +2%
GGHC
3
Gilder Gagnon Howe & Co
New York
$252M -$1.58M -20,306 -0.7%
1WCM
4
12 West Capital Management
New York
$238M
FAM
5
Fred Alger Management
New York
$236M +$3.35M +43,200 +2%
Select Equity Group
6
Select Equity Group
New York
$233M -$18.5M -238,394 -8%
AAMU
7
Amundi Asset Management US
Massachusetts
$138M +$6.33M +81,613 +5%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$116M -$11.1M -143,475 -10%
Invesco
9
Invesco
Georgia
$89.6M +$1.34M +17,211 +2%
State Street
10
State Street
Massachusetts
$87.9M +$1.38M +17,753 +2%
VCM
11
Valiant Capital Management
California
$59.6M
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$47.1M -$4.03M -51,919 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$47M +$4.68M +60,312 +12%
Morgan Stanley
14
Morgan Stanley
New York
$43.9M +$5.43M +69,977 +16%
Northern Trust
15
Northern Trust
Illinois
$36.9M -$3.85M -49,546 -10%
WHG
16
Westwood Holdings Group
Texas
$31.9M -$31.9K -411 -0.1%
CIP
17
Champlain Investment Partners
Vermont
$31.7M +$834K +10,740 +3%
Norges Bank
18
Norges Bank
Norway
$29.9M
Wellington Management Group
19
Wellington Management Group
Massachusetts
$29.6M +$8.12M +104,683 +43%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29.4M -$821K -10,575 -3%
N
21
Nuveen
North Carolina
$24.7M +$99.8K +1,286 +0.4%
Principal Financial Group
22
Principal Financial Group
Iowa
$21.5M -$431K -5,552 -2%
Charles Schwab
23
Charles Schwab
California
$19.9M +$194K +2,495 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$19.7M +$8.46M +108,980 +89%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$19.4M -$215K -2,776 -1%

SHAK Hedge Fund Activity: Q4 2020 in Review

278 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q4 2020, worth a combined $3.16B — up 31% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SHAK positions and 31 closed out — a net gain of 28 holders — while 80 added to existing stakes and 86 trimmed.

The largest buyer was BlackRock, adding an estimated $38.8M. The largest seller was Ameriprise, cutting an estimated $33.4M.

  • 278 institutional investors held Shake Shack (SHAK) as of Q4 2020, up from 251 in Q3 2020.
  • Funds reported $3.16B of Shake Shack stock for Q4 2020, up 31% quarter-over-quarter.
  • 59 funds opened new Shake Shack positions in Q4 2020 and 31 closed out, a net change of +28 holders.
  • The largest Shake Shack buyer in Q4 2020 was BlackRock, an estimated $38.8M added.
  • The largest Shake Shack seller in Q4 2020 was Ameriprise, an estimated $33.4M sold.

Based on aggregated 13F filings for Q4 2020.