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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
MA
351
MKT Advisors
California
$272K
VA
352
Vident Advisory
Georgia
$272K +$245K +5,456 New
P
353
Pitcairn
Pennsylvania
$270K +$17.3K +386 +8%
AFG
354
Atomi Financial Group
New York
$269K +$36.8K +821 +18%
CC
355
Centiva Capital
New York
$261K +$18.4K +411 +9%
Los Angeles Capital Management
356
Los Angeles Capital Management
California
$261K -$47.4K -1,056 -17%
PMAM
357
Penn Mutual Asset Management
Pennsylvania
$260K +$235K +5,225 New
S
358
SignatureFD
Georgia
$250K +$808 +18 +0.4%
PFA
359
Pure Financial Advisors
California
$249K
PAI
360
Pittenger & Anderson Inc
Nebraska
$249K
Cambridge Investment Research Advisors
361
Cambridge Investment Research Advisors
Iowa
$244K +$5.61K +125 +3%
DWP
362
Daymark Wealth Partners
Ohio
$243K +$219K +4,875 New
WJWM
363
Williams Jones Wealth Management
New York
$234K
VC
364
Vestor Capital
Illinois
$231K
MC
365
Machina Capital
France
$230K +$208K +4,632 New
BBA
366
BLB&B Advisors
Pennsylvania
$230K -$8.98K -200 -4%
MGIA
367
Moneta Group Investment Advisors
Missouri
$225K +$203K +4,519 New
EFS
368
Essex Financial Services
Connecticut
$225K +$182K +4,063 New
Truist Financial
369
Truist Financial
North Carolina
$224K -$385K -8,572 -66%
MCM
370
MAI Capital Management
Ohio
$224K -$14.9K -332 -7%
PA
371
Profund Advisors
Maryland
$219K -$22.6K -504 -10%
PFPT
372
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K +$194K +4,325 New
MYAM
373
Meiji Yasuda Asset Management
Japan
$213K +$192K +4,273 New
TPA
374
Trivium Point Advisory
Connecticut
$210K +$190K +4,225 New
SMH
375
Sanders Morris Harris
Texas
$209K +$189K +4,200 New

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.