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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
PCM
101
Poehling Capital Management
Wisconsin
$4.08M -$18.1K -253 -0.5%
KCM
102
Kendall Capital Management
Maryland
$3.74M +$60.7K +850 +2%
Capital Fund Management (CFM)
103
Capital Fund Management (CFM)
France
$3.73M +$2.81M +39,316 +360%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$3.68M +$969K +13,558 +38%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.64M +$57.9K +811 +2%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$3.6M +$404K +5,651 +13%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$3.32M +$1.22M +17,029 +62%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.31M -$101K -1,408 -3%
Capital World Investors
109
Capital World Investors
California
$3.29M
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$3.29M -$381K -5,327 -11%
MIM
111
MetLife Investment Management
New Jersey
$3.28M +$240K +3,363 +8%
CF
112
Corebridge Financial
Texas
$3.26M +$3.14M +43,944 New
NGA
113
Naples Global Advisors
Florida
$3.12M -$118K -1,649 -4%
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$2.98M +$145K +2,032 +5%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$2.96M -$232K -3,241 -8%
Barclays
116
Barclays
United Kingdom
$2.83M -$2.96M -41,436 -52%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$2.8M +$1.15M +16,144 +75%
Amundi
118
Amundi
France
$2.72M +$771K +10,788 +43%
AC
119
Aristides Capital
Kentucky
$2.67M -$857K -12,000 -25%
CA
120
Carson Advisory
Georgia
$2.66M -$293K -4,098 -10%
ALC
121
Alexander Labrunerie & Co
Missouri
$2.65M -$135K -1,896 -5%
AWS
122
Atria Wealth Solutions
New York
$2.64M -$193K -2,699 -7%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$2.57M +$1.75M +24,480 +249%
LTAS
124
Linden Thomas Advisory Services
North Carolina
$2.56M +$40K +560 +2%
Deutsche Bank
125
Deutsche Bank
Germany
$2.54M -$387K -5,417 -14%

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.