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.
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: 7 → 8 (+1)
10% more capital invested
Capital invested by funds: $4.6B → $5.08B (+$483M)
4% more funds holding
Funds holding: 369 → 384 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$51.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$33.5M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$30.2M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$17.3M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$85.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$36.9M |
| 3 |
RL
Ruffer LLP
London,
United Kingdom
|
-$31.9M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$26.6M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$20.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LNC
401
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$252K | -3,804 | Closed |
|
|
SG
402
StoneX Group
New York
| – | -$250K | -3,773 | Closed |
|
|
OWA
403
One Wealth Advisors
San Francisco,
California
| – | -$200K | -3,026 | Closed |
|
|
HT
404
Headlands Technologies
Chicago,
Illinois
| – | -$69.8K | -1,055 | Closed |
|
405
First Manhattan
New York
| – | -$66.1K | -1,000 | Closed |
|
|
VWA
406
Valued Wealth Advisors
Holladay,
Utah
| – | -$66.1K | -1,000 | Closed |
|
|
FCAS
407
First Command Advisory Services
Fort Worth,
Texas
| – | -$31.1K | -470 | Closed |
|
408
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$225 | -340 | Closed |
|
|
CA
409
CoreCap Advisors
Southfield,
Michigan
| – | -$7.61K | -115 | Closed |
|
|
NC
410
nVerses Capital
Wellington,
Florida
| – | -$6.61K | -100 | Closed |
|
|
TFIPS
411
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| – | -$2.58K | -39 | Closed |
|
|
AWM
412
Avior Wealth Management
Omaha,
Nebraska
| – | -$1.32K | -20 | Closed |
|
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.