Jackson Financial
285 hedge funds and large institutions have $2B invested in Jackson Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 77 reducing their positions, and 50 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 77
30% more call options, than puts
Call options by funds: $19.4M | Put options by funds: $15M
1.76% more ownership
Funds ownership: 78% → 79.76% (+1.8%)
5% less funds holding
Funds holding: 300 → 285 (-15)
17% less capital invested
Capital invested by funds: $2.4B → $2B (-$399M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
26% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
+$24.8M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$22.4M |
| 3 |
Millennium Management
New York
|
+$18.6M |
| 4 |
Morgan Stanley
New York
|
+$16.3M |
| 5 |
RL
Ruffer LLP
London,
United Kingdom
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$24.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.1M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$13.9M |
| 4 |
Lazard Asset Management
New York
|
-$12.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.9M |
JXN Hedge Fund Activity: Q2 2023 in Review
285 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2023, worth a combined $2B — down 17% from $2.4B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of JXN and 37 opened new positions — a net loss of 13 holders — while 77 trimmed existing stakes and 123 added.
The largest buyer was Man Group, opening a new position worth an estimated $24.8M. The largest seller was Arrowstreet Capital, cutting an estimated $24.8M.
- 285 institutional investors held Jackson Financial (JXN) as of Q2 2023, down from 300 in Q1 2023.
- Funds reported $2B of Jackson Financial stock for Q2 2023, down 17% quarter-over-quarter.
- 37 funds opened new Jackson Financial positions in Q2 2023 and 50 closed out, a net change of -13 holders.
- The largest Jackson Financial buyer in Q2 2023 was Man Group, an estimated $24.8M added.
- The largest Jackson Financial seller in Q2 2023 was Arrowstreet Capital, an estimated $24.8M sold.
Based on aggregated 13F filings for Q2 2023.