We are live on ! Find out more
JXN icon

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
PA
176
Parallel Advisors
California
$3K -$1.25K -30 -34%
Bessemer Group
177
Bessemer Group
New Jersey
$3K
HCP
178
Hexagon Capital Partners
Arkansas
$3K
TRCT
179
Tower Research Capital (TRC)
New York
$2K -$63.1K -1,515 -97%
UB
180
UMB Bank
Missouri
$2K -$42 -1 -3%
AJ
181
Ashburton (Jersey)
Jersey
$2K
EWA
182
EverSource Wealth Advisors
Alabama
$1K -$5.96K -143 -89%
LC
183
Lindbrook Capital
California
$1K -$333 -8 -20%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$1K -$125 -3 -17%
ZB
185
Zions Bancorporation
Utah
$1K -$125 -3 -14%
FPS
186
Fieldpoint Private Securities
Connecticut
$1K
FFA
187
Freedman Financial Associates
Massachusetts
$1K
PCG
188
Private Capital Group
Connecticut
$1K
RE
189
RBC Europe
United Kingdom
$1K
SPIA
190
Steward Partners Investment Advisory
New York
$1K
WTC
191
WhitTier Trust Company
Nevada
$1K
APA
192
American Portfolios Advisors
New York
$487
CQS
193
Credential Qtrade Securities
$442
TWC
194
TD Waterhouse Canada
Ontario, Canada
$302
Macquarie Group
195
Macquarie Group
Australia
$15 -$290K -6,949 -95%
Fidelity International
196
Fidelity International
Bermuda
-$18.9M -452,860 Closed
Russell Investments Group
197
Russell Investments Group
United Kingdom
-$18.7M -447,544 Closed
SCM
198
Solas Capital Management
Connecticut
-$7.03M -168,000 Closed
GC
199
Guggenheim Capital
Illinois
-$5.72M -136,770 Closed
Ninety One (UK)
200
Ninety One (UK)
United Kingdom
-$3.7M -88,489 Closed

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.