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Jefferies Financial Group
JEF

Overview Fund Activity

471 hedge funds and large institutions have $5.27B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+36
Holders Change %
+8.28%
% of All Funds
6.91%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
77
Increased
124
Reduced
178
Closed
34
Calls
$23.9M
Puts
$24.5M
Net Calls
-$578K
Net Calls Change
+$1.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$118M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$131M
3
Invesco
3
Invesco
Georgia
$86.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$41M
5
SO
5
STRS Ohio
Ohio
$23.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.86M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$48.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$707M
4
BlackRock
4
BlackRock
New York
$637M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
276
Entropy Technologies
New York
$519K +$519K +12,844 New
NRD
277
Nebula Research & Development
New York
$507K +$507K +12,542 New
PHK
278
Point72 Hong Kong
Hong Kong
$497K +$497K +12,304 New
CFP
279
Catalyst Financial Partners
Massachusetts
$488K +$2.18K +54 +0.4%
Mitsubishi UFJ Asset Management
280
Mitsubishi UFJ Asset Management
Japan
$482K +$1.4K +35 +0.3%
CCP
281
Carmel Capital Partners
California
$461K -$40.4K -1,000 -8%
SAM
282
Shell Asset Management
Netherlands
$457K -$138K -3,412 -23%
Mariner
283
Mariner
Kansas
$456K +$28.4K +702 +7%
APF
284
Alaska Permanent Fund
Alaska
$454K +$454K +11,245 New
COI
285
Connable Office Inc
Michigan
$453K – – –
TCM
286
Teza Capital Management
Illinois
$452K +$452K +11,184 New
SCM
287
Sage Capital Management
New Jersey
$441K +$441K +10,901 New
GW
288
GW & Wade
Massachusetts
$440K +$440K +10,876 New
SPA
289
Sherbrooke Park Advisers
New York
$435K -$854K -21,126 -66%
HI
290
Handelsinvest Investeringsforvaltning
Denmark
$435K +$435K +10,756 New
Stifel Financial
291
Stifel Financial
Missouri
$432K -$140K -3,459 -24%
YMRC
292
Yorktown Management & Research Company
Virginia
$432K – – –
CPC
293
Cookson Peirce & Co
Pennsylvania
$431K +$38.6K +956 +10%
PA
294
Pinnacle Associates
New York
$413K +$20.5K +507 +5%
AIS
295
AM Investment Strategies
Tennessee
$409K +$409K +10,122 New
HCM
296
HMS Capital Management
Tennessee
$391K -$4.08K -101 -1%
1WM
297
1900 Wealth Management
Texas
$387K -$68.3K -1,690 -15%
OPS
298
Orion Portfolio Solutions
Nebraska
$383K +$55.6K +1,367 +17%
BCI
299
Brinker Capital Investments
Pennsylvania
$383K +$55.6K +1,367 +17%
CCM
300
Coldstream Capital Management
Washington
$379K +$86.6K +2,142 +30%
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