Jackson Financial
369 hedge funds and large institutions have $4.6B invested in Jackson Financial in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 142 reducing their positions, and 36 closing their positions.
64% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 36
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
26% more capital invested
Capital invested by funds: $3.66B → $4.6B (+$939M)
20% more call options, than puts
Call options by funds: $24.9M | Put options by funds: $20.8M
6% more funds holding
Funds holding: 348 → 369 (+21)
0.02% more ownership
Funds ownership: 89.93% → 89.95% (+0.02%)
20% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 142
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$188M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$38.8M |
| 3 |
DSC
Donald Smith & Co
New York
|
+$21.6M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$19.4M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$157M |
| 2 |
Morgan Stanley
New York
|
-$122M |
| 3 |
RL
Ruffer LLP
London,
United Kingdom
|
-$37.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$34.2M |
| 5 |
Two Sigma Advisers
New York
|
-$19.5M |
JXN Hedge Fund Activity: Q1 2024 in Review
369 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q1 2024, worth a combined $4.6B — up 26% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new JXN positions and 36 closed out — a net gain of 23 holders — while 113 added to existing stakes and 142 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $188M. The largest seller was Dodge & Cox, exiting entirely with an estimated $157M sold.
- 369 institutional investors held Jackson Financial (JXN) as of Q1 2024, up from 348 in Q4 2023.
- Funds reported $4.6B of Jackson Financial stock for Q1 2024, up 26% quarter-over-quarter.
- 59 funds opened new Jackson Financial positions in Q1 2024 and 36 closed out, a net change of +23 holders.
- The largest Jackson Financial buyer in Q1 2024 was First Trust Advisors, an estimated $188M added.
- The largest Jackson Financial seller in Q1 2024 was Dodge & Cox, an estimated $157M sold.
Based on aggregated 13F filings for Q1 2024.