Jackson Financial
300 hedge funds and large institutions have $2.4B invested in Jackson Financial in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 128 increasing their positions, 88 reducing their positions, and 37 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 88
30% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 37
9% more capital invested
Capital invested by funds: $2.2B → $2.4B (+$193M)
3% more funds holding
Funds holding: 292 → 300 (+8)
0.78% less ownership
Funds ownership: 78.78% → 78% (-0.78%)
10% less call options, than puts
Call options by funds: $15.1M | Put options by funds: $16.7M
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.1M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$39.4M |
| 3 |
DSC
Donald Smith & Co
New York
|
+$38.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.9M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$220M |
| 2 |
AMH
Apollo Management Holdings
New York
|
-$54.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$30.2M |
| 4 |
Man Group
London,
United Kingdom
|
-$28.2M |
| 5 |
Renaissance Technologies
New York
|
-$12.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
326
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$42.2K | -1,212 | Closed |
|
|
NA
327
NewEdge Advisors
New Orleans,
Louisiana
| – | -$14.4K | -413 | Closed |
|
|
CG
328
Cutler Group
San Francisco,
California
| – | -$8K | -238 | Closed |
|
|
MME
329
Meag Munich Ergo
Munich,
Germany
| – | -$7.2K | -207 | Closed |
|
|
USCWA
330
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$3.65K | -105 | Closed |
|
|
BCM
331
Bourgeon Capital Management
Darien,
Connecticut
| – | -$1.15K | -33 | Closed |
|
|
CQS
332
Credential Qtrade Securities
Vancouver,
| – | -$347 | -10 | Closed |
|
|
LWP
333
Laurel Wealth Planning
Edina,
Minnesota
| – | -$35 | -1 | Closed |
|
334
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$35 | -1 | Closed |
|
335
Bessemer Group
Woodbridge,
New Jersey
| – | +$41 | +1 | New |
|
JXN Hedge Fund Activity: Q1 2023 in Review
300 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2023, worth a combined $2.4B — up 8.8% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new JXN positions and 37 closed out — a net gain of 11 holders — while 128 added to existing stakes and 88 trimmed.
The largest buyer was Vanguard Group, adding an estimated $49.1M. The largest seller was Fidelity Investments, cutting an estimated $220M.
- 300 institutional investors held Jackson Financial (JXN) as of Q1 2023, up from 292 in Q4 2022.
- Funds reported $2.4B of Jackson Financial stock for Q1 2023, up 8.8% quarter-over-quarter.
- 48 funds opened new Jackson Financial positions in Q1 2023 and 37 closed out, a net change of +11 holders.
- The largest Jackson Financial buyer in Q1 2023 was Vanguard Group, an estimated $49.1M added.
- The largest Jackson Financial seller in Q1 2023 was Fidelity Investments, an estimated $220M sold.
Based on aggregated 13F filings for Q1 2023.