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Jackson Financial

226 hedge funds and large institutions have $2.54B invested in Jackson Financial in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 38 increasing their positions, 81 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $9.19M | Put options by funds: $2.09M

75% more capital invested

Capital invested by funds: $1.45B → $2.54B (+$1.09B)

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

4.65% more ownership

Funds ownership: 60.5%65.15% (+4.7%)

9% less funds holding

Funds holding: 249226 (-23)

22% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 90

53% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 81

Holders
226
Holders Change
-23
Holders Change %
-9.24%
% of All Funds
3.48%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
70
Increased
38
Reduced
81
Closed
90
Calls
$9.19M
Puts
$2.09M
Net Calls
+$7.1M
Net Calls Change
+$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$18M +$14.1M +429,216 New
Morgan Stanley
27
Morgan Stanley
New York
$15.1M -$13.4M -410,164 -53%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$13.6M +$724K +22,087 +7%
State Street
29
State Street
Massachusetts
$13.2M +$1M +30,674 +11%
APCM
30
Arbiter Partners Capital Management
New York
$11M +$1.16M +35,400 +16%
Northern Trust
31
Northern Trust
Illinois
$8.55M +$4.19M +128,026 +167%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$7.88M +$2.15M +65,680 +53%
CSS
33
Cubist Systematic Strategies
Connecticut
$7.62M +$5.58M +170,394 +1,457%
GCM
34
Gator Capital Management
Florida
$7.47M +$5.85M +178,500 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$7.14M +$1.12M +34,137 +25%
SCM
36
Solas Capital Management
Connecticut
$7.03M +$5.5M +168,000 New
Bank of America
37
Bank of America
North Carolina
$6.7M -$5.19M -158,504 -50%
SIGI
38
Susquehanna International Group (Ireland)
Ireland
$6.59M -$1.58M -48,203 -23%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$5.85M +$2.94M +89,869 +180%
GC
40
Guggenheim Capital
Illinois
$5.72M +$4.48M +136,770 New
Wells Fargo
41
Wells Fargo
California
$5.5M -$49.9M -1,523,459 -92%
WA
42
Watchtower Advisors
Connecticut
$5.42M +$4.24M +129,522 New
UIM
43
USS Investment Management
United Kingdom
$5.35M
Goldman Sachs
44
Goldman Sachs
New York
$5.2M -$32.5M -992,652 -89%
KBC Group
45
KBC Group
Belgium
$5.14M -$2.24M -68,336 -36%
HVP
46
Hudson Value Partners
Florida
$5.08M +$3.98M +121,570 New
Citigroup
47
Citigroup
New York
$4.57M +$2.12M +64,841 +146%
OA
48
Oxbow Advisors
Texas
$4.16M +$3.26M +99,500 New
MVP
49
Miller Value Partners
Florida
$3.97M +$3.11M +95,000 New
EPFB
50
Employees Provident Fund Board
Malaysia
$3.93M

JXN Hedge Fund Activity: Q4 2021 in Review

226 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q4 2021, worth a combined $2.54B — up 75% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of JXN and 70 opened new positions — a net loss of 20 holders — while 81 trimmed existing stakes and 38 added.

The largest buyer was Apollo Management Holdings, opening a new position worth an estimated $344M. The largest seller was Norges Bank, cutting an estimated $82.4M.

  • 226 institutional investors held Jackson Financial (JXN) as of Q4 2021, down from 249 in Q3 2021.
  • Funds reported $2.54B of Jackson Financial stock for Q4 2021, up 75% quarter-over-quarter.
  • 70 funds opened new Jackson Financial positions in Q4 2021 and 90 closed out, a net change of -20 holders.
  • The largest Jackson Financial buyer in Q4 2021 was Apollo Management Holdings, an estimated $344M added.
  • The largest Jackson Financial seller in Q4 2021 was Norges Bank, an estimated $82.4M sold.

Based on aggregated 13F filings for Q4 2021.