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Jefferies Financial Group

481 hedge funds and large institutions have $5.74B invested in Jefferies Financial Group in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 145 increasing their positions, 165 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

16% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $20.1M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9% more capital invested

Capital invested by funds: $5.27B → $5.74B (+$466M)

1% more funds holding

Funds holding: 474481 (+7)

0.48% less ownership

Funds ownership: 62.03%61.55% (-0.48%)

12% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 165

Holders
481
Holders Change
+7
Holders Change %
+1.48%
% of All Funds
6.93%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.24%
New
59
Increased
145
Reduced
165
Closed
48
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
226
National Bank of Canada
Quebec, Canada
$986K +$136K +3,259 +18%
BFS
227
Bard Financial Services
Connecticut
$972K -$141K -3,375 -13%
Pictet Asset Management
228
Pictet Asset Management
Switzerland
$972K +$98.8K +2,372 +12%
QT
229
Quantbot Technologies
New York
$967K -$1.48M -35,601 -62%
GCP
230
GSA Capital Partners
United Kingdom
$957K +$538K +12,929 +147%
GAM
231
Gotham Asset Management
New York
$953K +$24.3K +584 +3%
Prudential Financial
232
Prudential Financial
New Jersey
$938K -$4.01M -96,378 -82%
AC
233
AXQ Capital
New Jersey
$934K +$308K +7,400 +54%
Creative Planning
234
Creative Planning
Kansas
$923K +$31.2K +750 +4%
ET
235
Equitable Trust
Tennessee
$910K -$90K -2,160 -9%
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$895K +$23.7K +570 +3%
CAM
237
Cubic Asset Management
Massachusetts
$887K -$3.12K -75 -0.4%
Robeco Institutional Asset Management
238
Robeco Institutional Asset Management
Netherlands
$828K -$15M -359,754 -95%
Federated Hermes
239
Federated Hermes
Pennsylvania
$826K -$200K -4,793 -20%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$810K +$8.75K +210 +1%
TRCT
241
Tower Research Capital (TRC)
New York
$799K -$186K -4,465 -20%
SFI
242
Susquehanna Fundamental Investments
Pennsylvania
$798K +$754K +18,101 New
EWM
243
Evercore Wealth Management
New York
$791K
NAM
244
NorthCrest Asset Manangement
Minnesota
$787K -$35.4K -850 -5%
Verition Fund Management
245
Verition Fund Management
Connecticut
$782K +$12K +288 +2%
Public Employees Retirement Association of Colorado
246
Public Employees Retirement Association of Colorado
Colorado
$756K -$43K -1,033 -6%
William Blair & Company
247
William Blair & Company
Illinois
$751K +$42 +1 +0%
KL
248
KWMG LLC
Kansas
$748K +$2.62K +63 +0.4%
RJT
249
Raymond James Trust
Florida
$727K +$32.4K +779 +5%
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$722K +$682K +16,378 New

JEF Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2024, worth a combined $5.74B — up 8.8% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JEF positions and 48 closed out — a net gain of 11 holders — while 145 added to existing stakes and 165 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $120M. The largest seller was Vanguard Group, cutting an estimated $60.6M.

  • 481 institutional investors held Jefferies Financial Group (JEF) as of Q1 2024, up from 474 in Q4 2023.
  • Funds reported $5.74B of Jefferies Financial Group stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 59 funds opened new Jefferies Financial Group positions in Q1 2024 and 48 closed out, a net change of +11 holders.
  • The largest Jefferies Financial Group buyer in Q1 2024 was Allspring Global Investments, an estimated $120M added.
  • The largest Jefferies Financial Group seller in Q1 2024 was Vanguard Group, an estimated $60.6M sold.

Based on aggregated 13F filings for Q1 2024.