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Jefferies Financial Group
JEF

Overview Fund Activity

480 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 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
6.96%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
59
Increased
145
Reduced
165
Closed
46
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$127M
2
Barclays
Barclays
United Kingdom
+$47.9M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$42M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$30.6M
5
Marshall Wace
Marshall Wace
United Kingdom
+$18.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$64.2M
2
Morgan Stanley
Morgan Stanley
New York
-$48.9M
3
CVA
Ceredex Value Advisors
Florida
-$38.8M
4
Millennium Management
Millennium Management
New York
-$21.8M
5
Northern Trust
Northern Trust
Illinois
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
251
LECAP Asset Management
United Kingdom
$707K +$707K +16,031 New
CFM
252
Catalyst Funds Management
Australia
$697K +$697K +15,800 New
Luther King Capital Management (LKCM)
253
Luther King Capital Management (LKCM)
Texas
$685K +$13.1K +296 +2%
JIC
254
Joel Isaacson & Co
New York
$684K – – –
Citigroup
255
Citigroup
New York
$678K -$353K -7,996 -34%
AA
256
Ancora Advisors
Ohio
$669K -$32K -725 -5%
HA
257
Harbor Advisors
Florida
$662K – – –
SC
258
Shay Capital
New York
$662K +$662K +15,000 New
CIA
259
Citadel Investment Advisory
Ohio
$656K – – –
SPA
260
Sherbrooke Park Advisers
New York
$653K +$178K +4,026 +37%
SAM
261
Silvercrest Asset Management
New York
$633K -$6.62K -150 -1%
SAM
262
Securian Asset Management
Minnesota
$611K -$15.1K -343 -2%
CGH
263
Crossmark Global Holdings
Texas
$588K -$30.5K -691 -5%
MSRPS
264
Maryland State Retirement & Pension System
Maryland
$579K – – –
CFP
265
Catalyst Financial Partners
Massachusetts
$579K +$80.8K +1,961 +16%
Truist Financial
266
Truist Financial
North Carolina
$577K +$577K +13,083 New
SWM
267
Shelton Wealth Management
Texas
$577K +$577K +13,078 New
JFG
268
Jefferies Financial Group
New York
$575K – – –
USAA
269
United Services Automobile Association
Texas
$571K – – –
QC
270
Quadrature Capital
United Kingdom
$565K -$370K -8,401 -40%
RCA
271
Roberts Capital Advisors
Colorado
$555K +$555K +12,594 New
OTPPB
272
Ontario Teachers' Pension Plan Board
Ontario, Canada
$549K -$67.6K -1,533 -11%
CC
273
Cipher Capital
New York
$540K -$1.48M -33,567 -73%
SM
274
Sciencast Management
New Jersey
$529K +$529K +11,996 New
GS
275
GTS Securities
New York
$527K +$291K +6,599 +123%
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