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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
KL
251
KWMG LLC
Kansas
$828K -$14.3K -318 -2%
Prudential Financial
252
Prudential Financial
New Jersey
$826K -$209K -4,661 -22%
MFS
253
Mirabella Financial Services
United Kingdom
$810K +$731K +16,282 New
OIAM
254
OFI Invest Asset Management
France
$802K +$775K +17,264 New
A
255
AlphaQuest
New York
$789K -$1.75M -38,950 -71%
National Bank of Canada
256
National Bank of Canada
Quebec, Canada
$775K -$254K -5,669 -27%
Luther King Capital Management (LKCM)
257
Luther King Capital Management (LKCM)
Texas
$767K -$5.39K -120 -0.8%
AA
258
Ancora Advisors
Ohio
$755K
JIC
259
Joel Isaacson & Co
New York
$748K -$21.3K -475 -3%
BCI
260
Brinker Capital Investments
Pennsylvania
$747K +$194K +4,319 +40%
OPS
261
Orion Portfolio Solutions
Nebraska
$747K +$194K +4,319 +40%
HA
262
Harbor Advisors
Florida
$746K
CIA
263
Citadel Investment Advisory
Ohio
$741K
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$730K -$1.07M -23,775 -62%
FB
265
Fulton Bank
Pennsylvania
$726K +$655K +14,600 New
Lazard Asset Management
266
Lazard Asset Management
New York
$724K +$654K +14,573 New
Mariner
267
Mariner
Kansas
$718K +$114K +2,544 +21%
SAM
268
Silvercrest Asset Management
New York
$714K
MSRPS
269
Maryland State Retirement & Pension System
Maryland
$701K
CFP
270
Catalyst Financial Partners
Massachusetts
$699K +$449 +10 +0.1%
BNP Paribas Financial Markets
271
BNP Paribas Financial Markets
France
$689K -$744K -16,579 -54%
ET
272
Entropy Technologies
New York
$683K +$616K +13,722 New
QC
273
Quadrature Capital
United Kingdom
$679K +$36.9K +822 +6%
SAM
274
Securian Asset Management
Minnesota
$673K -$15K -334 -2%
FFA
275
Farther Finance Advisors
California
$663K +$57.4K +1,278 +11%

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.