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Jefferies Financial Group
JEF

Overview Fund Activity

530 hedge funds and large institutions have $8.82B invested in Jefferies Financial Group in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 138 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+41
Holders Change %
+8.38%
% of All Funds
7.67%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
89
Increased
138
Reduced
197
Closed
43
Calls
$126M
Puts
$60.1M
Net Calls
+$66.2M
Net Calls Change
+$55.9M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$569M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$202M
3
Invesco
Invesco
Georgia
$256M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$54.1M
5
Citadel Advisors
Citadel Advisors
Florida
$77.5M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$0
2
FPA
First Pacific Advisors
California
$241M
3
DSC
Donald Smith & Co
New York
$71M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$264K
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
376
MQS Management
New York
$256K +$256K +4,159 New
BF
377
Blankinship & Foster
California
$255K – – –
PA
378
Profund Advisors
Maryland
$253K -$17.5K -284 -6%
DI
379
Diligent Investors
California
$252K – – –
TI
380
Tidal Investments
Wisconsin
$252K +$252K +4,098 New
BTI
381
Blue Trust Inc
Georgia
$251K +$127K +2,559 +103%
BC
382
Belmont Capital
California
$247K -$3.14K -51 -1%
EGM
383
Engineers Gate Manager
New York
$246K -$1.85M -30,070 -88%
CCM
384
Carlson Capital Management
Minnesota
$246K +$246K +4,000 New
MYAM
385
Meiji Yasuda Asset Management
Japan
$246K -$17.1K -278 -7%
TIAA Trust, National Association
386
TIAA Trust, National Association
North Carolina
$246K +$246K +3,990 New
Capstone Investment Advisors
387
Capstone Investment Advisors
New York
$245K +$245K +3,984 New
CP
388
Creekside Partners
California
$241K +$241K +3,910 New
CCIA
389
Campbell & Co Investment Adviser
Maryland
$239K +$239K +3,888 New
EI
390
Ellevest Inc
New York
$239K +$239K +3,883 New
AWM
391
Ariadne Wealth Management
California
$235K +$235K +3,336 New
HPC
392
HM Payson & Co
Maine
$234K – – –
EI
393
Ethic Inc
New York
$234K -$186K -4,216 -44%
Rafferty Asset Management
394
Rafferty Asset Management
New York
$230K -$27K -439 -10%
RWM
395
Ritholtz Wealth Management
New York
$229K +$229K +3,715 New
FPIS
396
Financial Planning & Information Services
Wisconsin
$228K +$228K +3,703 New
HSBC Holdings
397
HSBC Holdings
United Kingdom
$227K -$3.3M -53,600 -94%
CG
398
Caprock Group
Idaho
$226K +$226K +3,679 New
CM
399
Capula Management
Cayman Islands
$224K +$224K +3,641 New
Kovitz Investment Group Partners
400
Kovitz Investment Group Partners
Illinois
$220K +$220K +3,912 New
14 15
16
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