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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
SPIA
401
Steward Partners Investment Advisory
New York
$80.2K -$6.15K -137 -8%
Daiwa Securities Group
402
Daiwa Securities Group
Japan
$80K +$71.8K +1,600 New
PA
403
Parallel Advisors
California
$70.8K +$2.87K +64 +5%
Walleye Trading
404
Walleye Trading
New York
$67.9K -$36.1K -804 -37%
AF
405
Allworth Financial
California
$63.6K +$3.28K +73 +7%
AFG
406
Albion Financial Group
Utah
$62.7K
GWM
407
Geneos Wealth Management
Colorado
$62.7K
WTA
408
Washington Trust Advisors
Massachusetts
$61.3K
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.7K -$8.98K -200 -15%
CA
410
Continuum Advisory
Idaho
$49.8K
ATPW
411
Ashton Thomas Private Wealth
Arizona
$47.8K +$43.1K +960 New
VWM
412
Venturi Wealth Management
Texas
$37.6K +$17.1K +382 +102%
VCM
413
Versant Capital Management
Arizona
$33.3K +$28.6K +638 +1,994%
NMM
414
Naples Money Management
Florida
$32.2K
CFD
415
Creative Financial Designs
Indiana
$31.7K +$5.88K +131 +26%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$25.9K +$10.1K +224 +76%
RIL
417
Rothschild Investment LLC
Illinois
$25.1K
DMBA
418
Deseret Mutual Benefit Administrators
Utah
$24.4K
AAP
419
Arax Advisory Partners
Colorado
$22.6K +$20.4K +455 New
RA
420
Rise Advisors
New York
$22.1K +$90 +2 +0.5%
MFT
421
Moisand Fitzgerald Tamayo
Florida
$21.5K
IA
422
IFP Advisors
Florida
$21.5K
LB
423
Legacy Bridge
Iowa
$21.4K
AWM
424
Atticus Wealth Management
Florida
$21.1K
WIM
425
Westside Investment Management
California
$20.9K

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.