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Jefferies Financial Group

489 hedge funds and large institutions have $6.77B invested in Jefferies Financial Group in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+9
Holders Change %
+1.88%
% of All Funds
7.11%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
65
Increased
156
Reduced
150
Closed
45
Calls
$26.5M
Puts
$16.2M
Net Calls
+$10.3M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
226
Simplex Trading
Illinois
$1.21M +$842K +16,929 +231%
Creative Planning
227
Creative Planning
Kansas
$1.19M +$149K +2,995 +14%
AIM
228
Aigen Investment Management
New York
$1.18M +$1.18M +23,767 New
Pictet Asset Management
229
Pictet Asset Management
Switzerland
$1.13M +$35.7K +717 +3%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$1.09M +$105K +2,110 +11%
BFS
231
Bard Financial Services
Connecticut
$1.08M -$12.4K -250 -1%
SF
232
Summit Financial
New Jersey
$1.07M +$1.07M +21,558 New
SA
233
Sanctuary Advisors
Indiana
$1.06M +$1.06M +24,426 New
GAM
234
Gotham Asset Management
New York
$1.06M -$15.5K -311 -1%
SPS
235
Susquehanna Portfolio Strategies
Pennsylvania
$1.04M -$6.31M -126,801 -86%
ET
236
Equitable Trust
Tennessee
$1.03M
CWM
237
Congress Wealth Management
Massachusetts
$1M +$1M +20,112 New
HCA
238
Harbour Capital Advisors
Virginia
$998K +$998K +19,975 New
RWA
239
Redmont Wealth Advisors
Illinois
$952K -$218K -4,374 -19%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$915K
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$895K +$79.9K +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 +$77.5K +1,557 +10%
SWM
245
Shelton Wealth Management
Texas
$882K +$231K +4,640 +35%
SCM
246
Stevens Capital Management
Pennsylvania
$880K +$880K +17,690 New
Federated Hermes
247
Federated Hermes
Pennsylvania
$858K -$73.8K -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 +$647 +13 +0.1%
RJT
250
Raymond James Trust
Florida
$836K +$15.8K +317 +2%