Jackson Financial
410 hedge funds and large institutions have $6.15B invested in Jackson Financial in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 135 increasing their positions, 156 reducing their positions, and 38 closing their positions.
76% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 38
21% more capital invested
Capital invested by funds: $5.08B → $6.15B (+$1.06B)
13% more call options, than puts
Call options by funds: $35.9M | Put options by funds: $31.9M
7% more funds holding
Funds holding: 384 → 410 (+26)
0.98% more ownership
Funds ownership: 89.73% → 90.71% (+0.98%)
13% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 156
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$77.7M |
| 2 |
Goldman Sachs
New York
|
+$47.5M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$37.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$34.5M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$102M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$28.3M |
| 3 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$23.5M |
| 4 |
Man Group
London,
United Kingdom
|
-$18M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$17.3M |
JXN Hedge Fund Activity: Q3 2024 in Review
410 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q3 2024, worth a combined $6.15B — up 21% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new JXN positions and 38 closed out — a net gain of 29 holders — while 135 added to existing stakes and 156 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $77.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $102M.
- 410 institutional investors held Jackson Financial (JXN) as of Q3 2024, up from 384 in Q2 2024.
- Funds reported $6.15B of Jackson Financial stock for Q3 2024, up 21% quarter-over-quarter.
- 67 funds opened new Jackson Financial positions in Q3 2024 and 38 closed out, a net change of +29 holders.
- The largest Jackson Financial buyer in Q3 2024 was International Assets Investment Management, an estimated $77.7M added.
- The largest Jackson Financial seller in Q3 2024 was T. Rowe Price Associates, an estimated $102M sold.
Based on aggregated 13F filings for Q3 2024.