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Jackson Financial

384 hedge funds and large institutions have $5.08B invested in Jackson Financial in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

17% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $16.5M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more capital invested

Capital invested by funds: $4.6B → $5.08B (+$483M)

4% more funds holding

Funds holding: 369384 (+15)

0.22% less ownership

Funds ownership: 89.95%89.73% (-0.22%)

18% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 159

Holders
384
Holders Change
+15
Holders Change %
+4.07%
% of All Funds
5.55%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
51
Increased
131
Reduced
159
Closed
29
Calls
$19.4M
Puts
$16.5M
Net Calls
+$2.82M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
226
Marshall Wace
United Kingdom
$662K -$589K -8,242 -48%
Two Sigma Advisers
227
Two Sigma Advisers
New York
$661K -$600K -8,400 -49%
BFEC
228
Benjamin F. Edwards & Company
Missouri
$622K +$144K +2,011 +32%
FIM
229
Fernwood Investment Management
Massachusetts
$615K -$71.4K -1,000 -11%
PCM
230
Prelude Capital Management
New York
$595K -$450K -6,295 -44%
HAM
231
Harmony Asset Management
Arizona
$581K +$223K +3,116 +66%
CIC
232
Cornercap Investment Counsel
Georgia
$580K +$558K +7,809 New
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$574K -$110K -1,537 -17%
VPIM
234
Vanguard Personalized Indexing Management
California
$569K +$42K +588 +8%
AIP
235
Ameritas Investment Partners
Nebraska
$556K -$34.7K -486 -6%
JF
236
Jump Financial
Illinois
$554K -$72.8K -1,019 -12%
WI
237
WBI Investments
New Jersey
$552K -$25.9K -362 -5%
Verition Fund Management
238
Verition Fund Management
Connecticut
$538K +$40.9K +572 +9%
VI
239
Versor Investments
New York
$537K +$73.4K +1,027 +17%
Connor, Clark & Lunn Investment Management (CC&L)
240
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$532K +$512K +7,161 New
LFAS
241
Level Four Advisory Services
Texas
$527K +$170K +2,376 +50%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$510K -$53.1K -743 -10%
Toronto Dominion Bank
243
Toronto Dominion Bank
Ontario, Canada
$494K
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$493K +$474K +6,635 New
RAM
245
RWC Asset Management
United Kingdom
$461K +$33.9K +475 +8%
KPWS
246
Kestra Private Wealth Services
Texas
$455K +$67.7K +947 +18%
X
247
Xponance
Pennsylvania
$449K -$1.29K -18 -0.3%
Neuberger Berman Group
248
Neuberger Berman Group
New York
$411K +$395K +5,532 New
LSA
249
Leonteq Securities AG
Switzerland
$401K +$91.9K +1,286 +31%
TCM
250
Triumph Capital Management
Colorado
$396K -$20.5K -287 -5%

JXN Hedge Fund Activity: Q2 2024 in Review

384 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q2 2024, worth a combined $5.08B — up 10% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new JXN positions and 29 closed out — a net gain of 22 holders — while 131 added to existing stakes and 159 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $51.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $85.3M.

  • 384 institutional investors held Jackson Financial (JXN) as of Q2 2024, up from 369 in Q1 2024.
  • Funds reported $5.08B of Jackson Financial stock for Q2 2024, up 10% quarter-over-quarter.
  • 51 funds opened new Jackson Financial positions in Q2 2024 and 29 closed out, a net change of +22 holders.
  • The largest Jackson Financial buyer in Q2 2024 was Acadian Asset Management, an estimated $51.7M added.
  • The largest Jackson Financial seller in Q2 2024 was T. Rowe Price Associates, an estimated $85.3M sold.

Based on aggregated 13F filings for Q2 2024.