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Jefferies Financial Group
JEF

Overview Fund Activity

580 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+50
Holders Change %
+9.43%
% of All Funds
7.72%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
209
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M

Top Buyers

1
Citigroup
Citigroup
New York
$627M
2
AllianceBernstein
AllianceBernstein
Tennessee
$470M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$422M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
Invesco
Invesco
Georgia
$415M

Top Sellers

1
FPA
First Pacific Advisors
California
$220M
2
Citadel Advisors
Citadel Advisors
Florida
$15M
3
DSC
Donald Smith & Co
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.5M
5
Amundi
Amundi
France
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
251
State of Alaska Department of Revenue
Alaska
$1.45M -$27.4K -350 -2%
NAM
252
NorthCrest Asset Manangement
Minnesota
$1.4M – – –
MML Investors Services
253
MML Investors Services
Massachusetts
$1.39M +$880K +11,226 +173%
Group One Trading
254
Group One Trading
Illinois
$1.36M +$1.36M +17,334 New
CIS
255
Custom Index Systems
New York
$1.35M +$26.2K +334 +2%
William Blair & Company
256
William Blair & Company
Illinois
$1.34M – – –
Public Employees Retirement Association of Colorado
257
Public Employees Retirement Association of Colorado
Colorado
$1.34M -$9.33K -119 -0.7%
EWM
258
Evercore Wealth Management
New York
$1.31M -$99.6K -1,270 -7%
Marshall Wace
259
Marshall Wace
United Kingdom
$1.3M +$1.3M +16,520 New
CFM
260
Catalyst Funds Management
Australia
$1.29M +$1.15M +14,650 +814%
JG
261
Jain Global
New York
$1.28M +$1.28M +16,336 New
EI
262
Ethic Inc
New York
$1.24M +$822K +10,484 +198%
Federated Hermes
263
Federated Hermes
Pennsylvania
$1.21M +$97.6K +1,245 +9%
P
264
&Partners
Tennessee
$1.18M +$787K +9,717 +199%
Luther King Capital Management (LKCM)
265
Luther King Capital Management (LKCM)
Texas
$1.18M -$30.4K -388 -3%
JIC
266
Joel Isaacson & Co
New York
$1.18M – – –
HA
267
Harbor Advisors
Florida
$1.18M – – –
SWM
268
Shelton Wealth Management
Texas
$1.17M -$78K -995 -6%
FB
269
Fulton Bank
Pennsylvania
$1.16M -$941 -12 -0.1%
CIA
270
Citadel Investment Advisory
Ohio
$1.16M -$7.84K -100 -0.7%
AA
271
Ancora Advisors
Ohio
$1.16M -$25.5K -325 -2%
Envestnet Portfolio Solutions
272
Envestnet Portfolio Solutions
Illinois
$1.14M +$1.14M +14,496 New
Lazard Asset Management
273
Lazard Asset Management
New York
$1.14M -$4.78K -61 -0.4%
KL
274
KWMG LLC
Kansas
$1.14M -$85.5K -1,090 -7%
TCM
275
Thoma Capital Management
Maryland
$1.13M +$1.13M +14,413 New
9 10
11
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