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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
Rafferty Asset Management
376
Rafferty Asset Management
New York
$208K +$188K +4,182 New
BF
377
Blankinship & Foster
California
$206K +$186K +4,146 New
DI
378
Diligent Investors
California
$204K +$184K +4,100 New
IFG
379
Independent Financial Group
California
$203K +$183K +4,077 New
BC
380
Belmont Capital
California
$203K
GCS
381
Gordian Capital (Singapore)
Singapore
$199K +$180K +4,000 New
HPC
382
HM Payson & Co
Maine
$189K -$26.9K -600 -14%
NS
383
NBC Securities
Alabama
$174K +$404 +9 +0.3%
SWM
384
Spire Wealth Management
Virginia
$162K -$14.5K -323 -9%
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$154K +$26.3K +587 +23%
CWM
386
Compass Wealth Management
Connecticut
$149K
NFSG
387
Newbridge Financial Services Group
Florida
$144K
QCG
388
Quadrant Capital Group
Ohio
$132K -$5.25K -117 -4%
GEA
389
Glen Eagle Advisors
New Jersey
$128K +$180 +4 +0.2%
CT
390
Colonial Trust
South Carolina
$128K
IFAM
391
Institutional & Family Asset Management
Colorado
$121K
Nomura Asset Management
392
Nomura Asset Management
Japan
$112K
Walleye Capital
393
Walleye Capital
New York
$111K -$50.5K -1,125 -34%
BTI
394
Blue Trust Inc
Georgia
$110K +$52.9K +1,178 +90%
RI
395
Ridgewood Investments
New Jersey
$109K +$98.7K +2,200 New
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$107K +$853 +19 +0.9%
DB
397
Danske Bank
Denmark
$99.5K +$89.8K +2,000 New
Bessemer Group
398
Bessemer Group
New Jersey
$87K +$59.5K +1,325 +306%
HI
399
Harbour Investments
Wisconsin
$83.7K
TFF
400
The Family Firm
Maryland
$80.9K +$73K +1,626 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.