Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jackson Acquisition Co II (JACS)

46 + Investors. Track Smart Money conviction in JACS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — JACS

Based on 46 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JACS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 hedge funds hold JACS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+39% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

14 buying13 selling
Last quarter: 14 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 5 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 26% entered in last year

■ 7% conviction (2yr+) ■ 67% medium ■ 26% new
Only 3 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Price up while funds trimmed (+546% value, -5% shares)

Value
+546%
Shares
-4%
Last quarter: total value of institutional JACS holdings rose +546% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
⚠️

Saturation — most institutions already know this story

32 → 17 → 5 → 3 → 6 new funds/Q
New funds entering each quarter: 17 → 5 → 3 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 89% of holders entered in last year

■ 11% veterans ■ 0% 1-2yr ■ 89% new
Of 46 current holders: 41 (89%) entered in the past year, only 5 (11%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 88% AUM from top-100 funds

88% from top-100 AUM funds
4 of 46 holders are among the 100 largest funds by AUM, controlling 88% of total institutional value in JACS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JACS

In 2026 Q1, 14 hedge funds were net buyers of JACS (6 opened a new position, 8 added to an existing one), while 13 reduced or exited (11 trimmed, 2 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 88% of total institutional value in JACS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 46.

Hedge Fund Ownership: JACS

How many hedge funds hold JACS — quarterly history vs. share price
Quarterly hedge fund ownership of JACS vs. share price

Market Analysis: JACS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JACS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Jackson Acquisition Co II (JACS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JACS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
JACS
+1.1%
XLF
+1220.3%

JACS outperformed XLF by -1219.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JACS
+1.0%
XLF
+4.8%

Since the filing became public, JACS outperformed XLF by -3.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: JACS
46 + Investors

Track Smart Money conviction in JACS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 46 42 9.52%
13F Shares 21M 22M -4.74%
Total Value $1.49B $230M 546.23%
New Positions 6 3 +3
Increased Positions 8 5 +3
Closed Positions 2 3 -1
Reduced Positions 11 8 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JACS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

46 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JACS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JACS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heights Capital Management, Inc 2.07% 700,000 $7.4M
2 Wealthspring Capital LLC 1.01% 400,333 $4.2M
3 Bulldog Investors, LLP 0.97% 408,760 $4.3M
4 Meteora Capital, LLC 0.95% 1,219,744 $12.9M
5 Crossingbridge Advisors, LLC 0.63% 327,398 $3.5M
6 Westchester Capital Management, LLC 0.57% 1,186,200 $12.6M
7 Radcliffe Capital Management, L.P. 0.54% 675,001 $7.1M
8 Yakira Capital Management, Inc. 0.46% 147,541 $1.6M
9 Periscope Capital INC. 0.38% 325,000 $3.4M
10 GABELLI & Co INVESTMENT ADVISERS, INC. 0.35% 220,100 $2.3M
11 First Trust Capital Management L.P. 0.31% 562,500 $6.0M
12 Berkley W R Corp 0.24% 430,362 $4.6M
13 Mangrove Partners IM, LLC 0.24% 280,470 $3.0M
14 Polar Asset Management Partners Inc. 0.22% 1,025,000 $10.8M
15 AQR Arbitrage LLC 0.20% 1,162,562 $12.3M
16 Rivernorth Capital Management, LLC 0.19% 359,513 $3.8M
17 Mizuho Securities USA LLC 0.18% 714,774 $7.5M
18 Wolverine Asset Management LLC 0.11% 1,050,132 $11.1M
19 TENOR CAPITAL MANAGEMENT Co., L.P. 0.10% 600,000 $6.4M
20 Shaolin Capital Management LLC 0.10% 250,006 $2.6M
21 O'Connor Alternative Investments LLC 0.09% 100,000 $1.1M
22 Deltec Asset Management LLC 0.08% 40,000 $424K
23 Magnetar Financial LLC 0.06% 600,000 $6.3M
24 HGC Investment Management Inc. 0.06% 25,000 $265K
25 Hudson Bay Capital Management LP 0.06% 1,520,505 $16.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Jackson Acquisition Co II (JACS)

What does the Smart Money Trend signal show for JACS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JACS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JACS?

Slight buying edge — 52% buying: Last quarter: 14 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JACS holders?

Elite ownership — 88% AUM from top-100 funds: 4 of 46 holders are among the 100 largest funds by AUM, controlling 88% of total institutional value in JACS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JACS?

Mostly new holders — 26% entered in last year: Only 3 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Jackson Acquisition Co II (JACS) following the 2026 Q1 hedge fund 13F filings?

As of today, JACS has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -3.8%. Since the quarter end (March 31, 2026), JACS has gained +1.1% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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