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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 %
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$98.1K -$5.86K -145 -6%
Fuller & Thaler Asset Management
377
Fuller & Thaler Asset Management
California
$91.2K – – –
Nomura Asset Management
378
Nomura Asset Management
Japan
$90.9K – – –
HFM
379
Harvest Fund Management
China
$74K -$143K -3,570 -66%
HI
380
Harbour Investments
Wisconsin
$70.9K +$1.01K +25 +1%
HT
381
Headlands Technologies
Illinois
$70.8K +$70.8K +1,751 New
GWM
382
Geneos Wealth Management
Colorado
$65.9K – – –
SPIA
383
Steward Partners Investment Advisory
New York
$60.6K – – –
PA
384
Parallel Advisors
California
$54.2K -$16K -397 -23%
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.5K -$95K -2,350 -65%
NA
386
NewEdge Advisors
Louisiana
$51K +$20.5K +508 +67%
AFG
387
Albion Financial Group
Utah
$50.9K – – –
C
388
Covestor
United Kingdom
$50K -$40.8K -999 -45%
WTA
389
Washington Trust Advisors
Massachusetts
$49.8K – – –
AS
390
Altshuler Shaham
Israel
$46.8K +$46.8K +1,158 New
AF
391
Allworth Financial
California
$45.5K +$16.4K +407 +57%
BTI
392
Blue Trust Inc
Georgia
$44K -$6.11K -166 -12%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$42K -$2.71K -67 -6%
POIA
394
Pin Oak Investment Advisors
Texas
$36K – – –
Mitsubishi UFJ Trust & Banking
395
Mitsubishi UFJ Trust & Banking
Japan
$32.2K +$32.2K +796 New
NMM
396
Naples Money Management
Florida
$29.1K +$29.1K +720 New
CT
397
Cambridge Trust
Massachusetts
$27.4K – – –
HCM
398
Highlander Capital Management
New Jersey
$27.4K – – –
HDIM
399
Hanson & Doremus Investment Management
Vermont
$27K +$27K +675 New
DA
400
Denali Advisors
California
$24.8K -$8.57K -212 -26%
14 15
16
17 18