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.
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: 6 → 10 (+4)
4.65% more ownership
Funds ownership: 60.5% → 65.15% (+4.7%)
9% less funds holding
Funds holding: 249 → 226 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Apollo Management Holdings
New York
|
+$344M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$255M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$73.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$41.8M |
| 5 |
Two Sigma Investments
New York
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$82.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$49.9M |
| 3 |
TP
Third Point
New York
|
-$47.1M |
| 4 |
JP Morgan Chase
New York
|
-$34M |
| 5 |
Goldman Sachs
New York
|
-$32.5M |
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.