Jackson Financial
439 hedge funds and large institutions have $5.96B invested in Jackson Financial in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 151 increasing their positions, 165 reducing their positions, and 41 closing their positions.
83% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 41
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more call options, than puts
Call options by funds: $39.4M | Put options by funds: $33.2M
7% more funds holding
Funds holding: 410 → 439 (+29)
1.9% more ownership
Funds ownership: 90.71% → 92.61% (+1.9%)
3% less capital invested
Capital invested by funds: $6.15B → $5.96B (-$183M)
8% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$47.6M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$41M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$28.9M |
| 4 |
Goldman Sachs
New York
|
+$26.5M |
| 5 |
Nisa Investment Advisors
St. Louis,
Missouri
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$91M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$58.3M |
| 3 |
DSC
Donald Smith & Co
New York
|
-$43.4M |
| 4 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
-$37.5M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$21.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
476
Frazier Financial Advisors
Columbus,
Ohio
| – | -$3.01K | -33 | Closed |
|
477
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.92K | -32 | Closed |
|
|
HI
478
Horizon Investments
Charlotte,
North Carolina
| – | -$1.46K | -16 | Closed |
|
|
CA
479
Claris Advisors
St. Louis,
Missouri
| – | -$547 | -6 | Closed |
|
|
MFG
480
Mendota Financial Group
Madison,
Wisconsin
| – | -$183 | -2 | Closed |
|
JXN Hedge Fund Activity: Q4 2024 in Review
439 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jackson Financial (JXN) for Q4 2024, worth a combined $5.96B — down 3% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new JXN positions and 41 closed out — a net gain of 34 holders — while 151 added to existing stakes and 165 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $47.6M. The largest seller was International Assets Investment Management, cutting an estimated $91M.
- 439 institutional investors held Jackson Financial (JXN) as of Q4 2024, up from 410 in Q3 2024.
- Funds reported $5.96B of Jackson Financial stock for Q4 2024, down 3% quarter-over-quarter.
- 75 funds opened new Jackson Financial positions in Q4 2024 and 41 closed out, a net change of +34 holders.
- The largest Jackson Financial buyer in Q4 2024 was First Trust Advisors, an estimated $47.6M added.
- The largest Jackson Financial seller in Q4 2024 was International Assets Investment Management, an estimated $91M sold.
Based on aggregated 13F filings for Q4 2024.