Jackson Financial
300 hedge funds and large institutions have $2.4B invested in Jackson Financial in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 88 reducing their positions, and 37 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 88
32% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 37
9% more capital invested
Capital invested by funds: $2.2B → $2.4B (+$198M)
3% more funds holding
Funds holding: 291 → 300 (+9)
1.46% more ownership
Funds ownership: 76.54% → 78% (+1.5%)
10% less call options, than puts
Call options by funds: $15.1M | Put options by funds: $16.7M
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.1M |
| 2 |
DSC
Donald Smith & Co
New York
|
+$38.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21.9M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$20.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$220M |
| 2 |
AMH
Apollo Management Holdings
New York
|
-$54.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$30.2M |
| 4 |
Man Group
London,
United Kingdom
|
-$28.2M |
| 5 |
Renaissance Technologies
New York
|
-$12.2M |
JXN Hedge Fund Activity: Q1 2023 in Review
300 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2023, worth a combined $2.4B — up 9% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new JXN positions and 37 closed out — a net gain of 12 holders — while 127 added to existing stakes and 88 trimmed.
The largest buyer was Vanguard Group, adding an estimated $49.1M. The largest seller was Fidelity Investments, cutting an estimated $220M.
- 300 institutional investors held Jackson Financial (JXN) as of Q1 2023, up from 291 in Q4 2022.
- Funds reported $2.4B of Jackson Financial stock for Q1 2023, up 9% quarter-over-quarter.
- 49 funds opened new Jackson Financial positions in Q1 2023 and 37 closed out, a net change of +12 holders.
- The largest Jackson Financial buyer in Q1 2023 was Vanguard Group, an estimated $49.1M added.
- The largest Jackson Financial seller in Q1 2023 was Fidelity Investments, an estimated $220M sold.
Based on aggregated 13F filings for Q1 2023.