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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
EP
76
Edgestream Partners
New Jersey
$7.19M +$3.72M +52,013 +116%
DA
77
Denali Advisors
California
$6.95M +$171K +2,400 +3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$6.92M +$904K +12,657 +16%
HF
79
HRT Financial
New York
$6.9M +$6.64M +92,932 New
SPS
80
Susquehanna Portfolio Strategies
Pennsylvania
$6.86M
WAS
81
Wesleyan Assurance Society
United Kingdom
$6.75M
CANY
82
Caxton Associates (New York)
New York
$6.57M -$209K -2,923 -3%
SBH
83
Segall Bryant & Hamill
Illinois
$6.36M +$6.12M +85,638 New
AssetMark Inc
84
AssetMark Inc
California
$6.31M +$362K +5,065 +6%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$6.29M +$5.69M +79,638 +1,571%
Grantham, Mayo, Van Otterloo & Co (GMO)
86
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.24M -$932K -13,052 -13%
Axa
87
Axa
France
$5.69M +$5.47M +76,598 New
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$5.62M +$170K +2,382 +3%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$5.44M -$31.1K -435 -0.6%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$5.31M +$745K +10,421 +17%
Squarepoint
91
Squarepoint
New York
$5.27M -$3.98M -55,703 -44%
JFG
92
Jefferies Financial Group
New York
$4.83M +$4.64M +65,000 New
BPA
93
Beacon Pointe Advisors
California
$4.73M -$1.45M -20,300 -24%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$4.73M +$434K +6,079 +11%
Mirae Asset Global ETFs Holdings
95
Mirae Asset Global ETFs Holdings
Hong Kong
$4.54M +$4.37M +61,151 New
Citigroup
96
Citigroup
New York
$4.46M +$138K +1,929 +3%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$4.27M -$679K -9,505 -14%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$4.18M -$360K -5,035 -8%
GCM
99
Graham Capital Management
Connecticut
$4.13M -$806K -11,279 -17%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$4.08M -$96K -1,343 -2%

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.