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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
VPIM
251
Vanguard Personalized Indexing Management
California
$716K -$254K -6,103 -27%
LAM
252
LECAP Asset Management
United Kingdom
$707K +$668K +16,031 New
CFM
253
Catalyst Funds Management
Australia
$697K +$658K +15,800 New
Luther King Capital Management (LKCM)
254
Luther King Capital Management (LKCM)
Texas
$685K +$12.3K +296 +2%
JIC
255
Joel Isaacson & Co
New York
$684K
Citigroup
256
Citigroup
New York
$678K -$333K -7,996 -34%
AA
257
Ancora Advisors
Ohio
$669K -$30.2K -725 -5%
HA
258
Harbor Advisors
Florida
$662K
SC
259
Shay Capital
New York
$662K +$625K +15,000 New
CIA
260
Citadel Investment Advisory
Ohio
$656K
SPA
261
Sherbrooke Park Advisers
New York
$653K +$168K +4,026 +37%
SAM
262
Silvercrest Asset Management
New York
$633K -$6.25K -150 -1%
SAM
263
Securian Asset Management
Minnesota
$611K -$14.3K -343 -2%
CGH
264
Crossmark Global Holdings
Texas
$588K -$28.8K -691 -5%
MSRPS
265
Maryland State Retirement & Pension System
Maryland
$579K
CFP
266
Catalyst Financial Partners
Massachusetts
$579K +$81.7K +1,961 +16%
Truist Financial
267
Truist Financial
North Carolina
$577K +$545K +13,083 New
SWM
268
Shelton Wealth Management
Texas
$577K +$545K +13,078 New
JFG
269
Jefferies Financial Group
New York
$575K
USAA
270
United Services Automobile Association
Texas
$571K
QC
271
Quadrature Capital
United Kingdom
$565K -$350K -8,401 -40%
RCA
272
Roberts Capital Advisors
Colorado
$555K +$525K +12,594 New
OTPPB
273
Ontario Teachers' Pension Plan Board
Ontario, Canada
$549K -$63.8K -1,533 -11%
CC
274
Cipher Capital
New York
$540K -$1.4M -33,567 -73%
SM
275
Sciencast Management
New Jersey
$529K +$500K +11,996 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.