We are live on ! Find out more
JXN icon

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
CIM
201
Cambria Investment Management
California
$872K -$1.5K -21 -0.2%
GC
202
Guggenheim Capital
Illinois
$871K +$613K +8,580 +273%
SWP
203
Stratos Wealth Partners
Ohio
$855K +$2.71K +38 +0.3%
Corient Private Wealth
204
Corient Private Wealth
Florida
$841K -$51.6K -722 -6%
MOACM
205
Mutual of America Capital Management
New York
$829K -$73.8K -1,033 -8%
LAM
206
Lingohr Asset Management
Germany
$823K -$151K -2,112 -16%
YIH
207
Y-Intercept (HK)
Hong Kong
$811K +$781K +10,926 New
FF
208
Friedenthal Financial
New Jersey
$802K +$772K +10,805 New
PP
209
Paloma Partners
Connecticut
$776K +$429K +6,000 +135%
IAA
210
Independent Advisor Alliance
North Carolina
$775K -$27.9K -390 -4%
VA
211
Verdad Advisers
Massachusetts
$767K -$57.9K -810 -7%
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$749K +$24.4K +341 +3%
Pictet Asset Management
213
Pictet Asset Management
Switzerland
$746K +$59.2K +828 +9%
IAIM
214
International Assets Investment Management
Florida
$739K +$14.2K +199 +2%
RIA
215
Regal Investment Advisors
Michigan
$736K -$7.43K -104 -1%
Baird Financial Group
216
Baird Financial Group
Wisconsin
$734K -$1.57K -22 -0.2%
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$733K +$35.9K +503 +5%
RWM
218
Ritholtz Wealth Management
New York
$726K +$393K +5,495 +128%
CL
219
CSS LLC
Illinois
$722K -$35.7K -500 -5%
CC
220
Centiva Capital
New York
$708K +$263K +3,676 +63%
VT
221
Vise Technologies
New York
$696K -$210K -2,940 -24%
RA
222
Royce & Associates
New York
$692K +$666K +9,318 New
QCM
223
QRG Capital Management
Illinois
$675K +$18.9K +264 +3%
US Bancorp
224
US Bancorp
Minnesota
$672K -$116K -1,619 -15%
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$663K -$2.18M -30,544 -77%

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.