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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 %
PE
401
Point72 Europe
United Kingdom
$22.4K +$22.4K +554 New
MCM
402
Manchester Capital Management
Vermont
$20.7K – – –
RIL
403
Rothschild Investment LLC
Illinois
$20.4K +$20.4K +505 New
CFD
404
Creative Financial Designs
Indiana
$20.2K +$2.51K +62 +14%
DMBA
405
Deseret Mutual Benefit Administrators
Utah
$19.8K -$6.51K -161 -25%
NSIM
406
North Star Investment Management
Illinois
$18.6K – – –
TCOV
407
Trust Company of Vermont
Vermont
$18.4K – – –
Bessemer Group
408
Bessemer Group
New Jersey
$18K – – –
DGAM
409
Desjardins Global Asset Management
Quebec, Canada
$17.5K – – –
MFT
410
Moisand Fitzgerald Tamayo
Florida
$17.5K – – –
LB
411
Legacy Bridge
Iowa
$17.4K – – –
AWM
412
Atticus Wealth Management
Florida
$17.2K – – –
WIM
413
Westside Investment Management
California
$17K – – –
IA
414
IFP Advisors
Florida
$15.8K -$4K -99 -20%
FHA
415
First Horizon Advisors
Tennessee
$15K – – –
BCV
416
Banque Cantonale Vaudoise
Switzerland
$14K – – –
PCM
417
Peregrine Capital Management
Minnesota
$13.7K – – –
TCWA
418
Turtle Creek Wealth Advisors
Texas
$13.5K +$13.5K +335 New
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$12.2K +$1.5K +37 +14%
VWM
420
Venturi Wealth Management
Texas
$11.9K +$6.18K +153 +109%
CTC
421
Central Trust Company
Missouri
$11.7K – – –
JAM
422
JCIC Asset Management
Ontario, Canada
$9.7K -$11.1K -275 -53%
LC
423
Lindbrook Capital
California
$8.97K -$1.25K -31 -12%
PA
424
Pineridge Advisors
Missouri
$8.68K +$8.68K +215 New
SWS
425
SYSTM Wealth Solutions
Illinois
$8.53K +$8.53K +211 New
15 16
17
18 19