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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 %
NP
351
NorthRock Partners
Minnesota
$212K +$212K +5,245 New
MA
352
MKT Advisors
California
$212K +$212K +5,275 New
CAN
353
Cetera Advisor Networks
California
$211K +$211K +5,220 New
EI
354
Ethic Inc
New York
$210K -$103K -2,546 -33%
P
355
Pitcairn
Pennsylvania
$209K +$209K +5,169 New
Capstone Investment Advisors
356
Capstone Investment Advisors
New York
$209K +$209K +5,163 New
PFA
357
Pure Financial Advisors
California
$202K +$202K +5,003 New
PAI
358
Pittenger & Anderson Inc
Nebraska
$202K – – –
S
359
SignatureFD
Georgia
$202K -$6.87K -170 -3%
CC
360
Centiva Capital
New York
$201K +$201K +4,978 New
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$201K +$201K +4,974 New
CSS
362
Cubist Systematic Strategies
Connecticut
$191K -$8.95M -221,568 -98%
VC
363
Vestor Capital
Illinois
$188K – – –
Acadian Asset Management
364
Acadian Asset Management
Massachusetts
$170K -$337K -8,394 -66%
BC
365
Belmont Capital
California
$165K – – –
Group One Trading
366
Group One Trading
Illinois
$159K +$19.2K +475 +14%
NS
367
NBC Securities
Alabama
$159K -$4.66K -116 -3%
ASN
368
Advisory Services Network
Georgia
$149K -$164K -4,054 -52%
SWM
369
Spire Wealth Management
Virginia
$143K -$1K -25 -0.7%
CWM
370
Compass Wealth Management
Connecticut
$126K – – –
NFSG
371
Newbridge Financial Services Group
Florida
$117K – – –
QCG
372
Quadrant Capital Group
Ohio
$109K -$20.7K -511 -16%
IFAM
373
Institutional & Family Asset Management
Colorado
$106K – – –
CT
374
Colonial Trust
South Carolina
$104K – – –
GEA
375
Glen Eagle Advisors
New Jersey
$104K +$242 +6 +0.2%
13 14
15
16 17