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Jefferies Financial Group
JEF

Overview Fund Activity

489 hedge funds and large institutions have $6.77B invested in Jefferies Financial Group in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 156 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+9
Holders Change %
+1.88%
% of All Funds
7.11%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
65
Increased
156
Reduced
150
Closed
45
Calls
$26.5M
Puts
$16.2M
Net Calls
+$10.3M
Net Calls Change
+$7.1M

Top Buyers

1
Citigroup
1
Citigroup
New York
$106M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$96.9M
3
AIM
3
Artemis Investment Management
United Kingdom
$58.2M
4
Amundi
4
Amundi
France
$56.6M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$351M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$123M
2
Millennium Management
2
Millennium Management
New York
$34.3M
3
CCM
3
Cinctive Capital Management
New York
$3.05M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$64.8M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
376
Rafferty Asset Management
New York
$208K +$208K +4,182 New
BF
377
Blankinship & Foster
California
$206K +$206K +4,146 New
DI
378
Diligent Investors
California
$204K +$204K +4,100 New
BC
379
Belmont Capital
California
$203K – – –
GCS
380
Gordian Capital (Singapore)
Singapore
$199K +$199K +4,000 New
HPC
381
HM Payson & Co
Maine
$189K -$29.9K -600 -14%
NS
382
NBC Securities
Alabama
$174K +$448 +9 +0.3%
SWM
383
Spire Wealth Management
Virginia
$162K -$16.1K -323 -9%
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$154K +$29.2K +587 +23%
CWM
385
Compass Wealth Management
Connecticut
$149K – – –
NFSG
386
Newbridge Financial Services Group
Florida
$144K – – –
QCG
387
Quadrant Capital Group
Ohio
$132K -$5.82K -117 -4%
GEA
388
Glen Eagle Advisors
New Jersey
$128K +$199 +4 +0.2%
CT
389
Colonial Trust
South Carolina
$128K – – –
IFAM
390
Institutional & Family Asset Management
Colorado
$121K – – –
Nomura Asset Management
391
Nomura Asset Management
Japan
$112K – – –
Walleye Capital
392
Walleye Capital
New York
$111K -$56K -1,125 -34%
BTI
393
Blue Trust Inc
Georgia
$110K +$52K +1,178 +90%
RI
394
Ridgewood Investments
New Jersey
$109K +$109K +2,200 New
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$107K +$942 +19 +0.9%
Bessemer Group
396
Bessemer Group
New Jersey
$87K +$65.6K +1,325 +306%
HI
397
Harbour Investments
Wisconsin
$83.7K – – –
TFF
398
The Family Firm
Maryland
$80.9K +$80.9K +1,626 New
SPIA
399
Steward Partners Investment Advisory
New York
$80.2K -$6.82K -137 -8%
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$80K +$80K +1,600 New
14 15
16
17 18