JFG
SPE

Jefferies Financial Group’s Special Opportunities Fund SPE Stock Holding History

Jefferies Financial Group’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-31,414
Closed -$439K – 1978
2024
Q4 		$439K Buy
+31,414
New +$443K ﹤0.01% 1144

Other funds holding SPE

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Jefferies Financial Group's SPE Position: Q1 2025 in Review

Jefferies Financial Group sold out of Special Opportunities Fund (SPE) in Q1 2025, closing a stake of 31,414 shares — an estimated $439K sold.

Jefferies Financial Group first reported a position in SPE in Q4 2024 and held it in 1 quarter. The position peaked at $439K in Q4 2024. 37 funds tracked by Wall St. Rank hold SPE as of Q1 2025.

  • Jefferies Financial Group reported no remaining Special Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 31,414 Special Opportunities Fund shares in Q1 2025, an estimated $439K.
  • Jefferies Financial Group first reported a position in Special Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Special Opportunities Fund position peaked at $439K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.