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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 %
Verition Fund Management
251
Verition Fund Management
Connecticut
$705K -$2.21M -54,780 -76%
William Blair & Company
252
William Blair & Company
Illinois
$689K +$8.08K +200 +1%
KL
253
KWMG LLC
Kansas
$683K -$11.8K -291 -2%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$658K -$25.9K -641 -4%
AA
255
Ancora Advisors
Ohio
$643K -$1.01K -25 -0.2%
RJT
256
Raymond James Trust
Florida
$635K +$62.6K +1,548 +11%
JIC
257
Joel Isaacson & Co
New York
$626K – – –
IIM
258
INTECH Investment Management
Florida
$619K -$644K -15,939 -51%
FFA
259
Farther Finance Advisors
California
$618K -$24.4K -604 -4%
Luther King Capital Management (LKCM)
260
Luther King Capital Management (LKCM)
Texas
$616K -$17.1K -423 -3%
ONB
261
Old National Bancorp
Indiana
$615K -$1.34M -33,128 -69%
HA
262
Harbor Advisors
Florida
$606K – – –
BHCM
263
Brevan Howard Capital Management
Jersey
$602K +$366K +9,048 +154%
CIA
264
Citadel Investment Advisory
Ohio
$602K – – –
SAM
265
Silvercrest Asset Management
New York
$586K – – –
JFGIW
266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$583K -$43.8K -1,084 -7%
SAM
267
Securian Asset Management
Minnesota
$574K -$30.8K -763 -5%
MSRPS
268
Maryland State Retirement & Pension System
Maryland
$569K -$67.9K -1,680 -11%
CGH
269
Crossmark Global Holdings
Texas
$566K -$39.3K -972 -6%
OTPPB
270
Ontario Teachers' Pension Plan Board
Ontario, Canada
$565K +$565K +13,981 New
AC
271
AXQ Capital
New Jersey
$556K +$556K +13,769 New
JFG
272
Jefferies Financial Group
New York
$527K – – –
BL
273
BFSG LLC
California
$526K -$7.88K -195 -1%
USAA
274
United Services Automobile Association
Texas
$524K +$55.8K +1,382 +12%
BNP Paribas Financial Markets
275
BNP Paribas Financial Markets
France
$522K +$11.6K +287 +2%
9 10
11
12 13