Jackson Financial
292 hedge funds and large institutions have $2.2B invested in Jackson Financial in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 99 increasing their positions, 92 reducing their positions, and 18 closing their positions.
267% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 18
156% more call options, than puts
Call options by funds: $11.6M | Put options by funds: $4.52M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
18% more funds holding
Funds holding: 247 → 292 (+45)
16% more capital invested
Capital invested by funds: $1.91B → $2.2B (+$297M)
8% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 92
2.16% less ownership
Funds ownership: 80.94% → 78.78% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$30.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$18.6M |
| 3 |
Bank of New York Mellon
New York
|
+$15.3M |
| 4 |
BlackRock
New York
|
+$12.9M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$8.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMH
Apollo Management Holdings
New York
|
-$208M |
| 2 |
Renaissance Technologies
New York
|
-$19.9M |
| 3 |
Goldman Sachs
New York
|
-$12.7M |
| 4 |
Millennium Management
New York
|
-$10.7M |
| 5 |
Two Sigma Investments
New York
|
-$7.94M |
JXN Hedge Fund Activity: Q4 2022 in Review
292 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q4 2022, worth a combined $2.2B — up 16% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new JXN positions and 18 closed out — a net gain of 48 holders — while 99 added to existing stakes and 92 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $30.3M. The largest seller was Apollo Management Holdings, cutting an estimated $208M.
- 292 institutional investors held Jackson Financial (JXN) as of Q4 2022, up from 247 in Q3 2022.
- Funds reported $2.2B of Jackson Financial stock for Q4 2022, up 16% quarter-over-quarter.
- 66 funds opened new Jackson Financial positions in Q4 2022 and 18 closed out, a net change of +48 holders.
- The largest Jackson Financial buyer in Q4 2022 was Dimensional Fund Advisors, an estimated $30.3M added.
- The largest Jackson Financial seller in Q4 2022 was Apollo Management Holdings, an estimated $208M sold.
Based on aggregated 13F filings for Q4 2022.