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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
CI Investments Inc
301
CI Investments Inc
Ontario, Canada
$427K -$14K -313 -4%
RJFSA
302
Raymond James Financial Services Advisors
Florida
$425K +$383K +8,535 New
BSW
303
Buckingham Strategic Wealth
Missouri
$423K
TSS
304
Two Sigma Securities
New York
$417K +$376K +8,375 New
PA
305
Pinnacle Associates
New York
$416K -$20.6K -460 -5%
PTC
306
Petrus Trust Company
Texas
$415K +$374K +8,342 New
AAS
307
Avantax Advisory Services
Texas
$411K +$58.8K +1,309 +19%
CT
308
ClearAlpha Technologies
Connecticut
$409K +$369K +8,216 New
ProShare Advisors
309
ProShare Advisors
Maryland
$398K -$12.2K -271 -3%
DekaBank Deutsche Girozentrale
310
DekaBank Deutsche Girozentrale
Germany
$384K
UB
311
UMB Bank
Missouri
$382K +$1.75K +39 +0.5%
CA
312
Crewe Advisors
Utah
$375K
BTW
313
Boston Trust Walden
Massachusetts
$373K
MMG
314
Monetary Management Group
Missouri
$368K
SWP
315
Stratos Wealth Partners
Ohio
$366K
SFA
316
Sequoia Financial Advisors
Ohio
$365K +$673 +15 +0.2%
GS
317
GTS Securities
New York
$360K -$212K -4,721 -40%
AF
318
Apexium Financial
Texas
$356K
MAS
319
Meeder Advisory Services
Ohio
$354K +$106K +2,363 +50%
SCM
320
Shelton Capital Management
Colorado
$344K -$15.8K -352 -5%
BCM
321
Bayesian Capital Management
New York
$344K +$10.9K +243 +4%
NC
322
nVerses Capital
Florida
$343K +$310K +6,900 New
FFM
323
Forum Financial Management
Illinois
$339K
MML Investors Services
324
MML Investors Services
Massachusetts
$338K +$13.6K +304 +5%
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$337K +$13.2K +295 +5%

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.