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Jackson Financial

215 hedge funds and large institutions have $2.38B invested in Jackson Financial in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 70 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $8.39M | Put options by funds: $4.9M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3.08% less ownership

Funds ownership: 65.15%62.08% (-3.1%)

5% less funds holding

Funds holding: 226215 (-11)

6% less capital invested

Capital invested by funds: $2.54B → $2.38B (-$158M)

15% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 54

27% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 70

Holders
215
Holders Change
-11
Holders Change %
-4.87%
% of All Funds
3.39%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
46
Increased
51
Reduced
70
Closed
54
Calls
$8.39M
Puts
$4.9M
Net Calls
+$3.5M
Net Calls Change
-$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$403K -$73.4K -1,762 -16%
Canada Pension Plan Investment Board
127
Canada Pension Plan Investment Board
Ontario, Canada
$402K +$379K +9,100 New
RIA
128
Regal Investment Advisors
Michigan
$391K +$10.5K +251 +3%
BDWM
129
Brewin Dolphin Wealth Management
Ireland
$390K -$76.3K -1,832 -17%
FIM
130
Fernwood Investment Management
Massachusetts
$384K -$8.33K -200 -2%
N
131
Natixis
France
$376K
WSC
132
Wellington Shields & Co
New York
$366K +$345K +8,277 New
ProShare Advisors
133
ProShare Advisors
Maryland
$351K -$2.96K -71 -0.9%
SEI Investments
134
SEI Investments
Pennsylvania
$346K +$336K +8,074 New
WAM
135
Weiss Asset Management
Massachusetts
$327K +$308K +7,400 New
KBC Group
136
KBC Group
Belgium
$316K -$4.82M -115,656 -94%
PCM
137
Prelude Capital Management
New York
$309K +$291K +6,975 New
FCA
138
FinTrust Capital Advisors
South Carolina
$309K +$292K +7,000 New
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$294K
Arrowstreet Capital
140
Arrowstreet Capital
Massachusetts
$282K +$265K +6,368 New
Aberdeen Group
141
Aberdeen Group
United Kingdom
$281K -$249K -5,982 -49%
CA
142
Carson Advisory
Georgia
$277K +$261K +6,267 New
DT
143
Diversified Trust
Tennessee
$277K +$261K +6,269 New
SG Americas Securities
144
SG Americas Securities
New York
$274K +$79.3K +1,902 +44%
PP
145
Paloma Partners
Connecticut
$274K +$258K +6,201 New
AllianceBernstein
146
AllianceBernstein
Tennessee
$258K -$2.18M -52,224 -90%
GAM
147
Gotham Asset Management
New York
$251K +$16.3K +392 +7%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$229K +$6.71K +161 +3%
RA
149
Royce & Associates
New York
$221K +$208K +4,995 New
CHAM
150
Clear Harbor Asset Management
Connecticut
$219K -$167K -3,996 -45%

JXN Hedge Fund Activity: Q1 2022 in Review

215 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2022, worth a combined $2.38B — down 6.2% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of JXN and 46 opened new positions — a net loss of 8 holders — while 70 trimmed existing stakes and 51 added.

The largest buyer was EJF Capital, adding an estimated $70.2M. The largest seller was Sessa Capital, cutting an estimated $161M.

  • 215 institutional investors held Jackson Financial (JXN) as of Q1 2022, down from 226 in Q4 2021.
  • Funds reported $2.38B of Jackson Financial stock for Q1 2022, down 6.2% quarter-over-quarter.
  • 46 funds opened new Jackson Financial positions in Q1 2022 and 54 closed out, a net change of -8 holders.
  • The largest Jackson Financial buyer in Q1 2022 was EJF Capital, an estimated $70.2M added.
  • The largest Jackson Financial seller in Q1 2022 was Sessa Capital, an estimated $161M sold.

Based on aggregated 13F filings for Q1 2022.