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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
CCA
326
Checchi Capital Advisers
California
$334K -$1.93K -43 -0.6%
CFG
327
Cooper Financial Group
California
$329K +$1.98K +44 +0.7%
APF
328
Alaska Permanent Fund
Alaska
$329K -$252K -5,623 -50%
Wolverine Trading
329
Wolverine Trading
Illinois
$327K +$295K +6,580 New
SCM
330
Sage Capital Management
New Jersey
$325K -$200K -4,456 -41%
CIC
331
Carnegie Investment Counsel
Ohio
$321K
SB
332
Simmons Bank
Arkansas
$320K -$21.2K -473 -7%
SCA
333
SMH Capital Advisors
Texas
$319K -$20.3K -452 -7%
FTWA
334
Fifth Third Wealth Advisors
Ohio
$318K +$287K +6,387 New
PC
335
Pecaut & Co
Iowa
$316K
MCM
336
Maple Capital Management
Vermont
$314K
VI
337
Versor Investments
New York
$313K +$282K +6,286 New
KWM
338
Kingsview Wealth Management
Oregon
$312K
GT
339
Greenleaf Trust
Michigan
$311K +$1.79K +40 +0.6%
CCB
340
Country Club Bank
Missouri
$303K
AL
341
Aspiriant LLC
California
$302K -$7.58K -169 -3%
QC
342
Quent Capital
New York
$302K +$90 +2 +0%
PI
343
PFG Investments
New York
$301K +$763 +17 +0.3%
BEAM
344
Baker Ellis Asset Management
Washington
$299K
SC
345
Searle & Co
Connecticut
$299K
CIBC Asset Management
346
CIBC Asset Management
Ontario, Canada
$296K +$44.2K +984 +20%
WCM
347
Whitener Capital Management
North Carolina
$293K
Verition Fund Management
348
Verition Fund Management
Connecticut
$292K -$532K -11,863 -67%
WTC
349
WhitTier Trust Company
Nevada
$290K +$1.12K +25 +0.4%
NP
350
NorthRock Partners
Minnesota
$276K +$6.37K +142 +3%

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.