Jackson Financial
JXN
227 hedge funds and large institutions have $1.74B invested in Jackson Financial in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 79 increasing their positions, 40 reducing their positions, and 52 closing their positions.
164% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $5.6M
98% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 40
27% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 52
13.21% more ownership
Funds ownership: 62.08% → 75.28% (+13%)
6% more funds holding
Funds holding: 215 → 227 (+12)
27% less capital invested
Capital invested by funds: $2.38B → $1.74B (-$640M)
50% less funds holding in top 10
Funds holding in top 10: 10 → 5 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$133M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$48.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$39.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$38.3M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sessa Capital
New York
|
-$39.9M |
| 2 |
LCM
Lakewood Capital Management
New York
|
-$21.9M |
| 3 |
Millennium Management
New York
|
-$20.3M |
| 4 |
HF
HRT Financial
New York
|
-$18M |
| 5 |
BCM
Brightlight Capital Management
Westport,
Connecticut
|
-$15.1M |
JXN Hedge Fund Activity: Q2 2022 in Review
227 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2022, worth a combined $1.74B — down 27% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new JXN positions and 52 closed out — a net gain of 14 holders — while 79 added to existing stakes and 40 trimmed.
The largest buyer was BlackRock, adding an estimated $133M. The largest seller was Sessa Capital, exiting entirely with an estimated $39.9M sold.
- 227 institutional investors held Jackson Financial (JXN) as of Q2 2022, up from 215 in Q1 2022.
- Funds reported $1.74B of Jackson Financial stock for Q2 2022, down 27% quarter-over-quarter.
- 66 funds opened new Jackson Financial positions in Q2 2022 and 52 closed out, a net change of +14 holders.
- The largest Jackson Financial buyer in Q2 2022 was BlackRock, an estimated $133M added.
- The largest Jackson Financial seller in Q2 2022 was Sessa Capital, an estimated $39.9M sold.
Based on aggregated 13F filings for Q2 2022.