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Jefferies Financial Group

583 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, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 51

88% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $52.8M

34% more capital invested

Capital invested by funds: $8.94B → $12B (+$3.02B)

9% more funds holding

Funds holding: 533583 (+50)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3.47% more ownership

Funds ownership: 70.76%74.23% (+3.5%)

21% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 212

Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
7.68%
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
212
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
251
Carmel Capital Partners
California
$1.52M -$4.6K -64 -0.3%
HCMT
252
Highland Capital Management (Tennessee)
Tennessee
$1.46M -$37.3K -518 -3%
SOADOR
253
State of Alaska Department of Revenue
Alaska
$1.45M -$25.2K -350 -2%
NAM
254
NorthCrest Asset Manangement
Minnesota
$1.4M
MML Investors Services
255
MML Investors Services
Massachusetts
$1.39M +$808K +11,226 +173%
Group One Trading
256
Group One Trading
Illinois
$1.36M +$1.25M +17,334 New
CIS
257
Custom Index Systems
New York
$1.35M +$24K +334 +2%
William Blair & Company
258
William Blair & Company
Illinois
$1.34M
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$1.33M -$8.56K -119 -0.7%
EWM
260
Evercore Wealth Management
New York
$1.31M -$91.4K -1,270 -7%
Marshall Wace
261
Marshall Wace
United Kingdom
$1.3M +$1.19M +16,520 New
CFM
262
Catalyst Funds Management
Australia
$1.29M +$1.05M +14,650 +814%
JG
263
Jain Global
New York
$1.28M +$1.18M +16,336 New
EI
264
Ethic Inc
New York
$1.24M +$754K +10,484 +198%
Federated Hermes
265
Federated Hermes
Pennsylvania
$1.21M +$89.6K +1,245 +9%
P
266
&Partners
Tennessee
$1.18M +$699K +9,717 +199%
Luther King Capital Management (LKCM)
267
Luther King Capital Management (LKCM)
Texas
$1.18M -$27.9K -388 -3%
JIC
268
Joel Isaacson & Co
New York
$1.18M
HA
269
Harbor Advisors
Florida
$1.18M
SWM
270
Shelton Wealth Management
Texas
$1.17M -$71.6K -995 -6%
FB
271
Fulton Bank
Pennsylvania
$1.16M -$863 -12 -0.1%
CIA
272
Citadel Investment Advisory
Ohio
$1.16M -$7.19K -100 -0.7%
AA
273
Ancora Advisors
Ohio
$1.16M -$23.4K -325 -2%
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$1.14M +$1.04M +14,496 New
Lazard Asset Management
275
Lazard Asset Management
New York
$1.14M -$4.39K -61 -0.4%

JEF Hedge Fund Activity: Q4 2024 in Review

583 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2024, worth a combined $12B — up 34% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new JEF positions and 51 closed out — a net gain of 57 holders — while 167 added to existing stakes and 212 trimmed.

The largest buyer was Citigroup, adding an estimated $460M. The largest seller was Norges Bank, cutting an estimated $98.6M.

  • 583 institutional investors held Jefferies Financial Group (JEF) as of Q4 2024, up from 533 in Q3 2024.
  • Funds reported $12B of Jefferies Financial Group stock for Q4 2024, up 34% quarter-over-quarter.
  • 108 funds opened new Jefferies Financial Group positions in Q4 2024 and 51 closed out, a net change of +57 holders.
  • The largest Jefferies Financial Group buyer in Q4 2024 was Citigroup, an estimated $460M added.
  • The largest Jefferies Financial Group seller in Q4 2024 was Norges Bank, an estimated $98.6M sold.

Based on aggregated 13F filings for Q4 2024.