JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

530 hedge funds and large institutions have $8.82B invested in Jefferies Financial Group in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 138 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+41
Holders Change %
+8.38%
% of All Funds
7.67%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
89
Increased
138
Reduced
197
Closed
43
Calls
$126M
Puts
$60.1M
Net Calls
+$66.2M
Net Calls Change
+$55.9M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$569M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$202M
3
Invesco
Invesco
Georgia
$256M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$54.1M
5
Citadel Advisors
Citadel Advisors
Florida
$77.5M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$0
2
FPA
First Pacific Advisors
California
$241M
3
DSC
Donald Smith & Co
New York
$71M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$264K
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
251
Equitable Trust
Tennessee
$1.04M -$228K -3,710 -18%
CIS
252
Custom Index Systems
New York
$1.04M +$432K +7,021 +71%
SWM
253
Shelton Wealth Management
Texas
$976K -$114K -1,858 -10%
TRCT
254
Tower Research Capital (TRC)
New York
$963K +$354K +5,749 +58%
KL
255
KWMG LLC
Kansas
$958K -$66.1K -1,074 -6%
Luther King Capital Management (LKCM)
256
Luther King Capital Management (LKCM)
Texas
$949K – – –
RWA
257
Redmont Wealth Advisors
Illinois
$937K -$240K -3,899 -20%
Capital Fund Management (CFM)
258
Capital Fund Management (CFM)
France
$936K -$1.68M -27,376 -64%
AA
259
Ancora Advisors
Ohio
$929K -$4.62K -75 -0.5%
JIC
260
Joel Isaacson & Co
New York
$925K – – –
HA
261
Harbor Advisors
Florida
$923K – – –
Credit Agricole
262
Credit Agricole
France
$923K +$923K +14,998 New
CIA
263
Citadel Investment Advisory
Ohio
$916K – – –
NA
264
NewEdge Advisors
Louisiana
$913K +$145K +2,352 +19%
FB
265
Fulton Bank
Pennsylvania
$912K +$13.8K +224 +2%
BCI
266
Brinker Capital Investments
Pennsylvania
$911K -$12.2K -198 -1%
OPS
267
Orion Portfolio Solutions
Nebraska
$911K -$12.2K -198 -1%
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$908K -$48K -780 -5%
Lazard Asset Management
269
Lazard Asset Management
New York
$896K – – –
Prudential Financial
270
Prudential Financial
New Jersey
$892K -$130K -2,105 -13%
SAM
271
Silvercrest Asset Management
New York
$883K – – –
NC
272
nVerses Capital
Florida
$874K +$449K +7,300 +106%
Federated Hermes
273
Federated Hermes
Pennsylvania
$874K -$188K -3,052 -18%
RJT
274
Raymond James Trust
Florida
$870K -$164K -2,665 -16%
CFP
275
Catalyst Financial Partners
Massachusetts
$865K +$123 +2 +0%
9 10
11
12 13