Jackson Financial
JXN
348 hedge funds and large institutions have $3.57B invested in Jackson Financial in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 102 increasing their positions, 120 reducing their positions, and 28 closing their positions.
193% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 28
31% more capital invested
Capital invested by funds: $2.73B → $3.57B (+$845M)
17% more funds holding
Funds holding: 297 → 348 (+51)
1.36% more ownership
Funds ownership: 86.36% → 87.72% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
15% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 120
21% less call options, than puts
Call options by funds: $23.8M | Put options by funds: $30M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$32.9M |
| 2 |
DSC
Donald Smith & Co
New York
|
+$23.3M |
| 3 |
Morgan Stanley
New York
|
+$21.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$18.6M |
| 5 |
Man Group
London,
United Kingdom
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$56.3M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$48.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$28.9M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$27.3M |
| 5 |
BlackRock
New York
|
-$17.3M |
JXN Hedge Fund Activity: Q4 2023 in Review
348 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q4 2023, worth a combined $3.57B — up 31% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new JXN positions and 28 closed out — a net gain of 54 holders — while 102 added to existing stakes and 120 trimmed.
The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $32.9M. The largest seller was EJF Capital, cutting an estimated $56.3M.
- 348 institutional investors held Jackson Financial (JXN) as of Q4 2023, up from 297 in Q3 2023.
- Funds reported $3.57B of Jackson Financial stock for Q4 2023, up 31% quarter-over-quarter.
- 82 funds opened new Jackson Financial positions in Q4 2023 and 28 closed out, a net change of +54 holders.
- The largest Jackson Financial buyer in Q4 2023 was Arrowstreet Capital, an estimated $32.9M added.
- The largest Jackson Financial seller in Q4 2023 was EJF Capital, an estimated $56.3M sold.
Based on aggregated 13F filings for Q4 2023.