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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
BAM
276
Belpointe Asset Management
Nevada
$272K -$104K -1,454 -28%
Creative Planning
277
Creative Planning
Kansas
$272K -$1.79K -25 -0.7%
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$271K +$261K +3,651 New
FTDI
279
First Trust Direct Indexing
Massachusetts
$268K +$36.7K +514 +17%
GAM
280
Gotham Asset Management
New York
$267K
MFS
281
Mirabella Financial Services
United Kingdom
$264K +$254K +3,552 New
PCMC
282
Paragon Capital Management (Colorado)
Colorado
$263K -$112K -1,567 -31%
AIM
283
Aigen Investment Management
New York
$259K +$249K +3,485 New
A
284
AlphaQuest
New York
$258K -$65K -910 -21%
Two Sigma Investments
285
Two Sigma Investments
New York
$249K -$615K -8,607 -72%
Nisa Investment Advisors
286
Nisa Investment Advisors
Missouri
$249K +$3.57K +50 +2%
HighTower Advisors
287
HighTower Advisors
Illinois
$246K -$56.2K -786 -19%
SSA
288
Schonfeld Strategic Advisors
New York
$241K -$58K -812 -20%
CFCI
289
Comprehensive Financial Consultants Institutional
Indiana
$240K
CAAS
290
Capital Asset Advisory Services
Michigan
$239K -$5.14K -72 -2%
SOS
291
Silver Oak Securities
Tennessee
$228K -$11.8K -165 -5%
GT
292
Glenmede Trust
Pennsylvania
$219K +$211K +2,951 New
SC
293
Savant Capital
Illinois
$218K +$210K +2,942 New
PTC
294
Private Trust Company
Ohio
$214K -$26.8K -375 -12%
SRC
295
Sage Rhino Capital
California
$213K +$205K +2,871 New
SCM
296
Shelton Capital Management
Colorado
$209K +$201K +2,817 New
FFM
297
Forum Financial Management
Illinois
$200K +$193K +2,695 New
PIM
298
Plato Investment Management
Australia
$191K +$162K +2,264 +750%
SOW
299
State of Wyoming
Wyoming
$182K -$542K -7,589 -76%
PNC Financial Services Group
300
PNC Financial Services Group
Pennsylvania
$174K +$1.14K +16 +0.7%

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.