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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
FHA
351
First Horizon Advisors
Tennessee
$7.5K +$1.22K +17 +20%
BTI
352
Blue Trust Inc
Georgia
$7.41K +$7.5K +105 +1,500%
CMBA
353
C.M. Bidwell & Associates
Hawaii
$6.91K
UB
354
UMB Bank
Missouri
$5.79K +$3.43K +48 +160%
Bessemer Group
355
Bessemer Group
New Jersey
$5K
LFA
356
LGT Financial Advisors
Texas
$4.6K
JWA
357
JFS Wealth Advisors
Pennsylvania
$4.08K +$286 +4 +8%
NMM
358
Naples Money Management
Florida
$3.82K
RTL
359
Red Tortoise LLC
Georgia
$3.49K
MG
360
Mather Group
Illinois
$3.17K
RIL
361
Rothschild Investment LLC
Illinois
$2.97K +$2.14K +30 +300%
PA
362
Parallel Advisors
California
$2.75K
FPF
363
First Pacific Financial
Washington
$2.67K +$2.57K +36 New
WTC
364
WhitTier Trust Company
Nevada
$2.23K
AF
365
Allworth Financial
California
$1.89K +$500 +7 +44%
OLVIG
366
Oliver Lagore Vanvalin Investment Group
Michigan
$1.86K +$1.79K +25 New
SIC
367
SJS Investment Consulting
Ohio
$1.71K
RFG
368
RFP Financial Group
Georgia
$1.63K
S
369
Sachetta
Massachusetts
$1.36K +$1.07K +15 New
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$1.04K +$143 +2 +17%
HI
371
Horizon Investments
North Carolina
$965 +$929 +13 New
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$891 +$286 +4 +50%
LFG
373
Larson Financial Group
Missouri
$891 +$857 +12 New
HNB
374
Huntington National Bank
Ohio
$817 +$786 +11 New
ECM
375
Everence Capital Management
Indiana
$614

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.