Jefferies Financial Group
533 hedge funds and large institutions have $8.94B invested in Jefferies Financial Group in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 139 increasing their positions, 198 reducing their positions, and 42 closing their positions.
112% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 42
110% more call options, than puts
Call options by funds: $126M | Put options by funds: $60.1M
32% more capital invested
Capital invested by funds: $6.76B → $8.94B (+$2.17B)
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
9% more funds holding
Funds holding: 491 → 533 (+42)
6.66% more ownership
Funds ownership: 64.1% → 70.76% (+6.7%)
30% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 198
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$525M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$165M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$123M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$35.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$96.9M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$84.9M |
| 3 |
DSC
Donald Smith & Co
New York
|
-$76.1M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$73.6M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$54.8M |
JEF Hedge Fund Activity: Q3 2024 in Review
533 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2024, worth a combined $8.94B — up 32% from $6.76B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new JEF positions and 42 closed out — a net gain of 47 holders — while 139 added to existing stakes and 198 trimmed.
The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $525M. The largest seller was Marshall Wace, exiting entirely with an estimated $96.9M sold.
- 533 institutional investors held Jefferies Financial Group (JEF) as of Q3 2024, up from 491 in Q2 2024.
- Funds reported $8.94B of Jefferies Financial Group stock for Q3 2024, up 32% quarter-over-quarter.
- 89 funds opened new Jefferies Financial Group positions in Q3 2024 and 42 closed out, a net change of +47 holders.
- The largest Jefferies Financial Group buyer in Q3 2024 was Sumitomo Mitsui Financial Group, an estimated $525M added.
- The largest Jefferies Financial Group seller in Q3 2024 was Marshall Wace, an estimated $96.9M sold.
Based on aggregated 13F filings for Q3 2024.