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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
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$38M -$8.55M -119,606 -19%
JP Morgan Chase
27
JP Morgan Chase
New York
$36.9M -$14.3M -199,836 -29%
LSV Asset Management
28
LSV Asset Management
Illinois
$32.6M +$30.2M +422,175 +2,460%
Principal Financial Group
29
Principal Financial Group
Iowa
$30.1M -$1.57M -21,918 -5%
Ameriprise
30
Ameriprise
Minnesota
$29.1M -$7.33M -102,585 -21%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$28.9M +$5.92M +82,866 +27%
Lazard Asset Management
32
Lazard Asset Management
New York
$26.5M +$6.76M +94,595 +36%
VF
33
Vest Financial
Virginia
$23.6M +$1.34M +18,713 +6%
RJA
34
Raymond James & Associates
Florida
$20.6M +$16.5M +231,489 +497%
DZ Bank
35
DZ Bank
Germany
$18.6M +$1.76M +24,680 +11%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$18M -$351K -4,913 -2%
UBS Group
37
UBS Group
Switzerland
$17.5M +$7.92M +110,833 +88%
Wells Fargo
38
Wells Fargo
California
$17.4M +$834K +11,674 +5%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$17.3M +$680K +9,516 +4%
CS
40
Candriam SCA
Luxembourg
$17.3M -$953K -13,337 -5%
Legal & General Group
41
Legal & General Group
United Kingdom
$17.1M +$2M +27,967 +14%
Bank of America
42
Bank of America
North Carolina
$17.1M +$5.09M +71,262 +45%
Man Group
43
Man Group
United Kingdom
$16.5M -$2.08M -29,121 -12%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$16M -$8.26M -115,645 -35%
Victory Capital Management
45
Victory Capital Management
Texas
$15.7M -$2.11M -29,601 -12%
IWA
46
IBEX Wealth Advisors
New Jersey
$13.9M +$13.4M +187,852 New
WP
47
Woodline Partners
California
$13.5M +$8.42M +117,891 +185%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$13.1M -$7.79M -109,000 -38%
UBS AM
49
UBS AM
Illinois
$12.7M +$6.2M +86,801 +103%
LPL Financial
50
LPL Financial
California
$12.3M -$725K -10,153 -6%

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.