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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
SDIC
151
South Dakota Investment Council
South Dakota
$120K
PCM
152
Penserra Capital Management
California
$108K +$102K +2,448 New
PAM
153
Paradigm Asset Management
New York
$106K
IA
154
IFP Advisors
Florida
$92K +$116K +2,788 New
CMF
155
Counterpoint Mutual Funds
California
$88K +$83K +1,991 New
FIA
156
FNY Investment Advisers
New York
$81K +$22.6K +543 +42%
MCC
157
Money Concepts Capital
Florida
$80K +$75K +1,800 New
SLI
158
Sumitomo Life Insurance
Japan
$79K
Amundi
159
Amundi
France
$74K -$294K -7,059 -80%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$72K -$23.6K -566 -26%
SAM
161
Shell Asset Management
Netherlands
$70K
Nomura Asset Management
162
Nomura Asset Management
Japan
$61.5K +$57.9K +1,390 New
SO
163
STRS Ohio
Ohio
$61K
OCM
164
Ovata Capital Management
Hong Kong
$57K +$54.2K +1,300 New
BCV
165
Banque Cantonale Vaudoise
Switzerland
$42K
TPCW
166
TD Private Client Wealth
New York
$34.1K +$32.1K +770 +77,000%
IA
167
IndexIQ Advisors
New York
$20K -$1K -24 -5%
National Bank of Canada
168
National Bank of Canada
Quebec, Canada
$14K -$42 -1 -0.4%
RCWMU
169
Rothschild & Co Wealth Management (UK)
United Kingdom
$13K
S
170
SignatureFD
Georgia
$11K -$2.79K -67 -22%
US Bancorp
171
US Bancorp
Minnesota
$6K -$1K -24 -15%
VanEck Associates
172
VanEck Associates
New York
$5K -$120K -2,870 -97%
QCG
173
Quadrant Capital Group
Ohio
$5K -$167 -4 -3%
Lazard Asset Management
174
Lazard Asset Management
New York
$5K -$83 -2 -2%
GWM
175
Geneos Wealth Management
Colorado
$4K +$4.17K +100 New

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.