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

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
FPA
2
First Pacific Advisors
California
$241M
3
DSC
3
Donald Smith & Co
New York
$71M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$264K
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
401
Phillips Wealth Planners
Mississippi
$219K +$219K +3,291 New
AP
402
Americana Partners
Texas
$219K +$219K +3,561 New
PCA
403
Pallas Capital Advisors
Massachusetts
$219K +$219K +3,391 New
BFG
404
Bleakley Financial Group
New Jersey
$218K +$218K +3,535 New
NS
405
NBC Securities
Alabama
$215K +$552 +9 +0.3%
UCFA
406
United Capital Financial Advisors
Texas
$214K +$214K +3,469 New
O
407
Ossiam
France
$193K +$193K +3,129 New
CWM
408
Compass Wealth Management
Connecticut
$185K – – –
Simplex Trading
409
Simplex Trading
Illinois
$179K -$1.31M -21,364 -88%
NFSG
410
Newbridge Financial Services Group
Florida
$178K – – –
SWM
411
Spire Wealth Management
Virginia
$173K -$27.1K -440 -14%
SPIA
412
Steward Partners Investment Advisory
New York
$172K +$73.1K +1,188 +74%
QCG
413
Quadrant Capital Group
Ohio
$172K +$8.8K +143 +5%
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$170K -$19.6K -319 -10%
CA
415
CoreCap Advisors
Michigan
$163K +$163K +2,642 New
CT
416
Colonial Trust
South Carolina
$159K – – –
TWC
417
TD Waterhouse Canada
Ontario, Canada
$147K +$147K +2,387 New
Nomura Asset Management
418
Nomura Asset Management
Japan
$138K – – –
RI
419
Ridgewood Investments
New Jersey
$135K – – –
IAIM
420
International Assets Investment Management
Florida
$127K +$127K +268,840 +389,623%
GEA
421
Glen Eagle Advisors
New Jersey
$125K -$33.5K -545 -21%
Point72 Asset Management
422
Point72 Asset Management
Connecticut
$123K +$123K +1,999 New
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$111K -$22.2K -360 -17%
Bessemer Group
424
Bessemer Group
New Jersey
$111K +$2.59K +42 +2%
CFM
425
Catalyst Funds Management
Australia
$111K +$98.5K +1,600 +800%
15 16
17
18 19