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Jackson Financial

247 hedge funds and large institutions have $1.91B invested in Jackson Financial in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 89 increasing their positions, 57 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $8.07M | Put options by funds: $3.48M

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

56% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 57

10% more capital invested

Capital invested by funds: $1.74B → $1.91B (+$168M)

9% more funds holding

Funds holding: 227247 (+20)

5.66% more ownership

Funds ownership: 75.28%80.94% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
247
Holders Change
+20
Holders Change %
+8.81%
% of All Funds
4.25%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
54
Increased
89
Reduced
57
Closed
29
Calls
$8.07M
Puts
$3.48M
Net Calls
+$4.59M
Net Calls Change
-$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$13K +$14K +474 +2,633%
SWM
202
Spire Wealth Management
Virginia
$11K
WFA
203
Wipfli Financial Advisors
Wisconsin
$9K +$9.63K +326 New
Barrow, Hanley, Mewhinney & Strauss
204
Barrow, Hanley, Mewhinney & Strauss
Texas
$9K +$9.69K +328 New
TWA
205
TCI Wealth Advisors
Arizona
$8K +$1.45K +49 +21%
HWMA
206
Heritage Wealth Management (Arizona)
Arizona
$7K +$7.18K +243 New
MME
207
Meag Munich Ergo
Germany
$6K
HCP
208
Hexagon Capital Partners
Arkansas
$5K +$2.81K +95 +132%
BIA
209
Bell Investment Advisors
California
$5K +$4.22K +143 +511%
WSCM
210
Wellington Shields Capital Management
New York
$4K +$3.84K +130 New
LC
211
Lindbrook Capital
California
$3K +$2.16K +73 +221%
HFS
212
Hantz Financial Services
Michigan
$3K +$2.95K +100 New
S
213
SignatureFD
Georgia
$2K -$1.3K -44 -42%
QCG
214
Quadrant Capital Group
Ohio
$2K -$620 -21 -20%
VCM
215
Versant Capital Management
Arizona
$2K +$1.8K +61 New
US Bancorp
216
US Bancorp
Minnesota
$1K -$1.98K -67 -59%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$1K -$414 -14 -27%
AJ
218
Ashburton (Jersey)
Jersey
$1K
Bank Julius Baer & Co
219
Bank Julius Baer & Co
Switzerland
$1K
EDRH
220
Edmond de Rothschild Holding
Switzerland
$1K
HI
221
Harbour Investments
Wisconsin
$1K
PA
222
PSI Advisors
Florida
$1K
SPIA
223
Steward Partners Investment Advisory
New York
$1K
SWM
224
Sugarloaf Wealth Management
Georgia
$1K
WTC
225
WhitTier Trust Company
Nevada
$1K

JXN Hedge Fund Activity: Q3 2022 in Review

247 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2022, worth a combined $1.91B — up 9.6% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JXN positions and 29 closed out — a net gain of 25 holders — while 89 added to existing stakes and 57 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $28.8M. The largest seller was BlackRock, cutting an estimated $26.1M.

  • 247 institutional investors held Jackson Financial (JXN) as of Q3 2022, up from 227 in Q2 2022.
  • Funds reported $1.91B of Jackson Financial stock for Q3 2022, up 9.6% quarter-over-quarter.
  • 54 funds opened new Jackson Financial positions in Q3 2022 and 29 closed out, a net change of +25 holders.
  • The largest Jackson Financial buyer in Q3 2022 was Arrowstreet Capital, an estimated $28.8M added.
  • The largest Jackson Financial seller in Q3 2022 was BlackRock, an estimated $26.1M sold.

Based on aggregated 13F filings for Q3 2022.