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Jefferies Financial Group

491 hedge funds and large institutions have $6.76B invested in Jefferies Financial Group in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $16.2M

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

18% more capital invested

Capital invested by funds: $5.74B → $6.76B (+$1.02B)

2.54% more ownership

Funds ownership: 61.55%64.1% (+2.5%)

2% more funds holding

Funds holding: 481491 (+10)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
491
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
7.09%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
67
Increased
155
Reduced
150
Closed
46
Calls
$26.5M
Puts
$16.2M
Net Calls
+$10.3M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$1.19M +$134K +2,995 +14%
AIM
227
Aigen Investment Management
New York
$1.18M +$1.07M +23,767 New
SAM
228
Storebrand Asset Management
Norway
$1.14M
Pictet Asset Management
229
Pictet Asset Management
Switzerland
$1.13M +$32.2K +717 +3%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$1.09M +$94.7K +2,110 +11%
BFS
231
Bard Financial Services
Connecticut
$1.08M -$11.2K -250 -1%
SF
232
Summit Financial
New Jersey
$1.07M +$968K +21,558 New
SA
233
Sanctuary Advisors
Indiana
$1.06M +$1.1M +24,426 New
GAM
234
Gotham Asset Management
New York
$1.06M -$14K -311 -1%
SPS
235
Susquehanna Portfolio Strategies
Pennsylvania
$1.04M -$5.69M -126,801 -86%
ET
236
Equitable Trust
Tennessee
$1.03M
CWM
237
Congress Wealth Management
Massachusetts
$1M +$903K +20,112 New
HCA
238
Harbour Capital Advisors
Virginia
$998K +$897K +19,975 New
RWA
239
Redmont Wealth Advisors
Illinois
$952K -$196K -4,374 -19%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$915K
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$895K +$72.1K +1,606 +10%
EWM
242
Evercore Wealth Management
New York
$892K
NAM
243
NorthCrest Asset Manangement
Minnesota
$888K
VPIM
244
Vanguard Personalized Indexing Management
California
$886K +$69.9K +1,557 +10%
SWM
245
Shelton Wealth Management
Texas
$882K +$208K +4,640 +35%
SCM
246
Stevens Capital Management
Pennsylvania
$880K +$794K +17,690 New
Federated Hermes
247
Federated Hermes
Pennsylvania
$858K -$66.6K -1,483 -8%
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$854K
William Blair & Company
249
William Blair & Company
Illinois
$849K +$583 +13 +0.1%
RJT
250
Raymond James Trust
Florida
$836K +$14.2K +317 +2%

JEF Hedge Fund Activity: Q2 2024 in Review

491 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2024, worth a combined $6.76B — up 18% from $5.74B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JEF positions and 46 closed out — a net gain of 21 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Citigroup, adding an estimated $94.7M. The largest seller was AllianceBernstein, cutting an estimated $35M.

  • 491 institutional investors held Jefferies Financial Group (JEF) as of Q2 2024, up from 481 in Q1 2024.
  • Funds reported $6.76B of Jefferies Financial Group stock for Q2 2024, up 18% quarter-over-quarter.
  • 67 funds opened new Jefferies Financial Group positions in Q2 2024 and 46 closed out, a net change of +21 holders.
  • The largest Jefferies Financial Group buyer in Q2 2024 was Citigroup, an estimated $94.7M added.
  • The largest Jefferies Financial Group seller in Q2 2024 was AllianceBernstein, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2024.