Caxton Associates (New York)’s Jefferies Financial Group JEF Stock Holding History

Caxton Associates (New York)’s Portfolio JEF Stock Details JEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.67M	Hold	21,243	–	–	0.05%	126
2024 Q3	$1.31M	Sell	21,243 -35,188	-62%	-$2M	0.05%	198
2024 Q2	$2.81M	Buy	56,431 +16,100	+40%	+$723K	0.1%	113
2024 Q1	$1.78M	Buy	+40,331	New	+$1.68M	0.1%	142
2023 Q3	–	Sell	-21,944	Closed	-$728K	–	519
2023 Q2	$728K	Buy	21,944 +3,620	+20%	+$113K	0.11%	200
2023 Q1	$582K	Buy	+18,324	New	+$662K	0.09%	230
2022 Q1	–	Sell	-23,540	Closed	-$873K	–	602
2021 Q4	$873K	Sell	23,540 -4,552	-16%	-$175K	0.09%	137
2021 Q3	$997K	Sell	28,092 -8,137	-22%	-$272K	0.11%	98
2021 Q2	$1.19M	Buy	36,229 +5,867	+19%	+$179K	0.13%	57
2021 Q1	$874K	Buy	+30,362	New	+$828K	0.08%	82
2019 Q4	–	Sell	-38,475	Closed	-$677K	–	471
2019 Q3	$677K	Buy	38,475 +1,537	+4%	+$27.4K	0.13%	87
2019 Q2	$636K	Buy	36,938 +15,142	+69%	+$260K	0.08%	146
2019 Q1	$367K	Buy	+21,796	New	+$385K	0.05%	206
2018 Q4	–	Sell	-40,871	Closed	-$803K	–	382
2018 Q3	$803K	Buy	+40,871	New	+$852K	0.06%	172

Other funds holding JEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Caxton Associates (New York)'s JEF Position: Q4 2024 in Review

Caxton Associates (New York) held its Jefferies Financial Group (JEF) position steady in Q4 2024 at 21,243 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #126.

Caxton Associates (New York) first reported a position in JEF in Q3 2018 and has held it in 14 quarters since. The position peaked at $2.81M in Q2 2024. 586 funds tracked by Wall St. Rank hold JEF as of Q4 2024.

Caxton Associates (New York) held 21,243 shares of Jefferies Financial Group worth $1.67M as of Q4 2024.
Caxton Associates (New York) left its Jefferies Financial Group share count unchanged in Q4 2024.
Jefferies Financial Group made up 0.05% of Caxton Associates (New York)'s portfolio in Q4 2024, its #126 holding.
Caxton Associates (New York) first reported a position in Jefferies Financial Group in Q3 2018 and has held it in 14 quarters since.
Caxton Associates (New York)'s Jefferies Financial Group position peaked at $2.81M in Q2 2024.
586 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.