We are live on ! Find out more
JXN icon

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
EWA
326
EverSource Wealth Advisors
Alabama
$38.6K +$3.07K +43 +11%
PS
327
Principal Securities
Iowa
$33.6K -$1.29K -18 -4%
HI
328
Harbour Investments
Wisconsin
$31.3K -$14.3K -200 -32%
QCG
329
Quadrant Capital Group
Ohio
$28.4K +$23.6K +330 +635%
SIS
330
Sound Income Strategies
Florida
$28.1K -$3.43K -48 -11%
BIA
331
Bell Investment Advisors
California
$28.1K +$500 +7 +2%
SAM
332
Smartleaf Asset Management
Massachusetts
$27.6K +$22.6K +316 +518%
CLOS
333
Compagnie Lombard Odier SCmA
Switzerland
$27.2K
HFS
334
Hantz Financial Services
Michigan
$25K +$214 +3 +0.9%
CA
335
Continuum Advisory
Idaho
$22.7K
WWP
336
WR Wealth Planners
Missouri
$17.5K +$143 +2 +0.9%
S
337
SignatureFD
Georgia
$16.9K -$71 -1 -0.4%
CAM
338
ClariVest Asset Management
California
$15.6K +$10.1K +142 +209%
FFA
339
Frazier Financial Advisors
Ohio
$14.2K +$3.36K +47 +33%
W
340
WealthCollab
Washington
$12.9K +$3.36K +47 +37%
MTC
341
Matrix Trust Company
Colorado
$11K +$10.9K +153 New
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$10.8K
Credit Agricole
343
Credit Agricole
France
$10.4K
WSCM
344
Wellington Shields Capital Management
New York
$10.2K
VCM
345
Versant Capital Management
Arizona
$9.73K
PWMG
346
Private Wealth Management Group
New Jersey
$9.06K
LC
347
Lindbrook Capital
California
$8.76K
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$8.69K
FFO
349
Fortitude Family Office
Arizona
$7.72K
GEA
350
Glen Eagle Advisors
New Jersey
$7.65K

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.