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Jefferies Financial Group
JEF

Overview Fund Activity

471 hedge funds and large institutions have $5.27B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+36
Holders Change %
+8.28%
% of All Funds
6.91%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
77
Increased
124
Reduced
178
Closed
34
Calls
$23.9M
Puts
$24.5M
Net Calls
-$578K
Net Calls Change
+$1.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$118M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$131M
3
Invesco
3
Invesco
Georgia
$86.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$41M
5
SO
5
STRS Ohio
Ohio
$23.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.86M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$48.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$707M
4
BlackRock
4
BlackRock
New York
$637M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
226
HSBC Holdings
United Kingdom
$1.01M +$1.01M +24,905 New
PCM
227
Parsons Capital Management
Rhode Island
$1,000K – – –
RWA
228
Redmont Wealth Advisors
Illinois
$957K +$13K +321 +1%
Federated Hermes
229
Federated Hermes
Pennsylvania
$951K +$28.9K +714 +3%
Citigroup
230
Citigroup
New York
$944K -$17.6M -435,900 -95%
X
231
Xponance
Pennsylvania
$939K -$34.6K -856 -4%
ET
232
Equitable Trust
Tennessee
$921K +$91.7K +2,270 +11%
TRCT
233
Tower Research Capital (TRC)
New York
$912K -$128K -3,162 -12%
VPIM
234
Vanguard Personalized Indexing Management
California
$903K -$125K -3,101 -12%
QC
235
Quadrature Capital
United Kingdom
$857K +$612K +15,138 +249%
GAM
236
Gotham Asset Management
New York
$850K -$11K -271 -1%
CAM
237
Cubic Asset Management
Massachusetts
$816K -$22.6K -560 -3%
Creative Planning
238
Creative Planning
Kansas
$815K +$40.3K +998 +5%
Connor, Clark & Lunn Investment Management (CC&L)
239
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$815K +$815K +20,156 New
Pictet Asset Management
240
Pictet Asset Management
Switzerland
$795K +$37.9K +938 +5%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$783K -$206K -5,049 -21%
DS
242
DRW Securities
Illinois
$772K +$549K +13,598 +247%
PAS
243
Point72 Asia (Singapore)
Singapore
$765K +$765K +18,926 New
NAM
244
NorthCrest Asset Manangement
Minnesota
$756K – – –
SG Americas Securities
245
SG Americas Securities
New York
$749K +$592K +14,641 +376%
MM
246
MQS Management
New York
$745K +$745K +18,445 New
Public Employees Retirement Association of Colorado
247
Public Employees Retirement Association of Colorado
Colorado
$735K – – –
SOADOR
248
State of Alaska Department of Revenue
Alaska
$734K -$114K -2,830 -13%
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$725K -$79.6K -1,970 -10%
EWM
250
Evercore Wealth Management
New York
$725K – – –
8 9
10
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