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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$742M -$36.9M -516,837 -5%
BlackRock
2
BlackRock
New York
$550M -$11.7M -163,844 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$332M +$11.7M +163,598 +4%
First Trust Advisors
4
First Trust Advisors
Illinois
$283M -$20.6M -287,772 -7%
State Street
5
State Street
Massachusetts
$231M -$19.2M -268,166 -8%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$166M -$26.6M -371,762 -14%
DSC
7
Donald Smith & Co
New York
$161M -$14.4M -201,854 -8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$144M +$17.3M +242,436 +14%
American Century Companies
9
American Century Companies
Missouri
$121M +$7.06M +98,792 +6%
Goldman Sachs
10
Goldman Sachs
New York
$118M -$5.31M -74,331 -4%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$110M +$961K +13,445 +0.9%
Morgan Stanley
12
Morgan Stanley
New York
$109M -$12M -167,922 -10%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$94.5M -$85.3M -1,194,377 -48%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$90.5M +$51.7M +724,148 +146%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$86M +$3.67M +51,408 +5%
Norges Bank
16
Norges Bank
Norway
$83.6M -$10.2M -142,973 -11%
Federated Hermes
17
Federated Hermes
Pennsylvania
$72.6M +$7.14M +99,992 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$69.6M -$1.8M -25,224 -3%
Northern Trust
19
Northern Trust
Illinois
$57.5M -$2.19M -30,677 -4%
Allianz Asset Management
20
Allianz Asset Management
Germany
$56.8M +$33.5M +468,860 +158%
N
21
Nuveen
North Carolina
$56.6M +$6.68M +93,430 +14%
Charles Schwab
22
Charles Schwab
California
$55.7M -$1M -14,023 -2%
MP
23
Mangrove Partners
Connecticut
$51.4M
JAM
24
Jupiter Asset Management
United Kingdom
$42.4M -$1.62M -22,642 -4%
Invesco
25
Invesco
Georgia
$40.8M -$4.32M -60,516 -10%

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.