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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 %
BEAM
326
Baker Ellis Asset Management
Washington
$283K – – –
SCA
327
SMH Capital Advisors
Texas
$282K -$7.64K -189 -3%
FFM
328
Forum Financial Management
Illinois
$281K – – –
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$273K -$24.9K -616 -8%
CCA
330
Checchi Capital Advisers
California
$273K +$6.63K +164 +2%
MML Investors Services
331
MML Investors Services
Massachusetts
$272K +$9.83K +243 +4%
MCM
332
Maple Capital Management
Vermont
$267K +$11.4K +282 +4%
CFG
333
Cooper Financial Group
California
$264K +$2.22K +55 +0.8%
CIC
334
Carnegie Investment Counsel
Ohio
$260K – – –
Los Angeles Capital Management
335
Los Angeles Capital Management
California
$260K – – –
GT
336
Greenleaf Trust
Michigan
$257K -$22.9K -566 -8%
PC
337
Pecaut & Co
Iowa
$257K – – –
CCB
338
Country Club Bank
Missouri
$253K – – –
AL
339
Aspiriant LLC
California
$252K – – –
FHC
340
First Heartland Consultants
Missouri
$251K -$2.91K -72 -1%
QC
341
Quent Capital
New York
$250K -$5.58K -138 -2%
SC
342
Searle & Co
Connecticut
$242K – – –
WCM
343
Whitener Capital Management
North Carolina
$238K -$2.83K -70 -1%
WTC
344
WhitTier Trust Company
Nevada
$232K +$6.02K +149 +3%
SGI
345
Summit Global Investments
Utah
$231K +$231K +5,706 New
SB
346
Simmons Bank
Arkansas
$225K +$225K +5,578 New
KWM
347
Kingsview Wealth Management
Oregon
$218K -$4.99M -123,393 -96%
GS
348
GTS Securities
New York
$216K -$139K -3,436 -39%
HPC
349
HM Payson & Co
Maine
$215K +$16.2K +400 +8%
PAM
350
Panagora Asset Management
Massachusetts
$215K -$1.67M -41,425 -89%
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