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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
NA
301
NewEdge Advisors
Louisiana
$168K -$497K -6,952 -75%
Nomura Asset Management
302
Nomura Asset Management
Japan
$158K
Simplex Trading
303
Simplex Trading
Illinois
$158K +$153K +2,141 New
IA
304
IFP Advisors
Florida
$155K +$28K +392 +23%
Jones Financial Companies
305
Jones Financial Companies
Missouri
$153K +$147K +2,061 New
EC
306
EntryPoint Capital
New York
$129K +$124K +1,733 New
FFA
307
Farther Finance Advisors
California
$126K +$115K +1,604 +2,056%
KBC Group
308
KBC Group
Belgium
$125K
C
309
Covestor
United Kingdom
$120K -$70.9K -993 -38%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$120K +$107K +1,496 +1,268%
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$113K +$7.29K +102 +7%
PIM
312
Platinum Investment Management
Australia
$104K -$18.1K -253 -15%
HCP
313
Hexagon Capital Partners
Arkansas
$97.7K -$15.5K -217 -14%
CFM
314
Catalyst Funds Management
Australia
$96.5K +$80K +1,120 +622%
CAM
315
Close Asset Management
United Kingdom
$89K -$6.64K -93 -7%
GRP
316
Global Retirement Partners
California
$86.1K +$357 +5 +0.4%
GWM
317
Geneos Wealth Management
Colorado
$78.2K -$7.72K -108 -9%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$77.7K +$71.4K +1,000 +2,174%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$76K +$32.6K +457 +80%
BSC
320
Brown Shipley & Co
United Kingdom
$63.4K +$357 +5 +0.6%
CFD
321
Creative Financial Designs
Indiana
$62.1K +$572 +8 +1%
SWM
322
Spire Wealth Management
Virginia
$59.4K -$3.57K -50 -6%
GI
323
GAMMA Investing
California
$57.6K +$20.9K +293 +61%
NS
324
NBC Securities
Alabama
$56K +$143 +2 +0.3%
SPIA
325
Steward Partners Investment Advisory
New York
$52.6K -$1K -14 -2%

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.