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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
BHCM
276
Brevan Howard Capital Management
Jersey
$660K +$291K +6,489 +96%
USAA
277
United Services Automobile Association
Texas
$658K +$11.8K +264 +2%
JFG
278
Jefferies Financial Group
New York
$649K
Robeco Institutional Asset Management
279
Robeco Institutional Asset Management
Netherlands
$624K -$279K -6,227 -33%
CGH
280
Crossmark Global Holdings
Texas
$623K -$36.3K -809 -6%
FRM
281
Fox Run Management
Connecticut
$622K -$634K -14,123 -53%
NA
282
NewEdge Advisors
Louisiana
$621K +$496K +11,058 +774%
CCP
283
Carmel Capital Partners
California
$567K
COI
284
Connable Office Inc
Michigan
$557K
CCM
285
Coldstream Capital Management
Washington
$556K -$180 -4 -0%
RCA
286
Roberts Capital Advisors
Colorado
$555K
CAM
287
Chou Associates Management
Ontario, Canada
$547K +$493K +10,987 New
AIS
288
AM Investment Strategies
Tennessee
$504K
HCM
289
HMS Capital Management
Tennessee
$500K +$90 +2 +0%
SPA
290
Sherbrooke Park Advisers
New York
$498K -$215K -4,784 -32%
BSG
291
Black Swift Group
Colorado
$498K +$449K +10,000 New
TRCT
292
Tower Research Capital (TRC)
New York
$493K -$368K -8,209 -45%
CIS
293
Custom Index Systems
New York
$489K -$84.7K -1,888 -16%
QT
294
Quantbot Technologies
New York
$485K -$547K -12,184 -56%
BL
295
BFSG LLC
California
$479K -$98.3K -2,190 -19%
EI
296
Ethic Inc
New York
$473K +$189K +4,216 +80%
BCA
297
Bay Colony Advisors
Massachusetts
$467K
PCM
298
Prana Capital Management
Connecticut
$453K -$26.3K -586 -6%
XT
299
XTX Topco
Cayman Islands
$442K +$399K +8,882 New
YLHM
300
Yelin Lapidot Holdings Management
Israel
$431K

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.