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Jefferies Financial Group

583 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 51

88% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $52.8M

34% more capital invested

Capital invested by funds: $8.94B → $12B (+$3.02B)

9% more funds holding

Funds holding: 533583 (+50)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3.47% more ownership

Funds ownership: 70.76%74.23% (+3.5%)

21% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 212

Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
7.68%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
212
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
401
Creekside Partners
California
$307K
PA
402
Profund Advisors
Maryland
$304K -$17.1K -238 -6%
CCM
403
Carlson Capital Management
Minnesota
$304K -$8.92K -124 -3%
TIAA Trust, National Association
404
TIAA Trust, National Association
North Carolina
$304K -$8.2K -114 -3%
BC
405
Belmont Capital
California
$303K -$11.3K -157 -4%
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$302K -$4.46K -62 -2%
CG
407
Caprock Group
Idaho
$301K +$11.9K +165 +4%
CL
408
Choreo LLC
Illinois
$301K -$89K -1,237 -24%
WMA
409
West Michigan Advisors
Michigan
$300K +$275K +3,821 New
ECM
410
Evergreen Capital Management
Washington
$298K +$273K +3,801 New
BTI
411
Blue Trust Inc
Georgia
$298K -$90.1K -1,253 -25%
BF
412
Blankinship & Foster
California
$293K -$29.1K -405 -10%
Rafferty Asset Management
413
Rafferty Asset Management
New York
$291K -$2.52K -35 -0.9%
HPC
414
HM Payson & Co
Maine
$290K -$7.19K -100 -3%
QC
415
Quantessence Capital
New York
$284K +$261K +3,623 New
IC
416
IEQ Capital
California
$283K +$260K +3,616 New
Capstone Investment Advisors
417
Capstone Investment Advisors
New York
$280K -$29.8K -414 -10%
GSC
418
Ground Swell Capital
South Carolina
$279K +$256K +3,564 New
UCFA
419
United Capital Financial Advisors
Texas
$273K +$1.15K +16 +0.5%
VWA
420
VSM Wealth Advisory
Maryland
$268K +$246K +3,420 New
FRM
421
Fox Run Management
Connecticut
$268K -$619K -8,608 -72%
MMA
422
Miracle Mile Advisors
California
$267K +$245K +3,405 New
PCA
423
Pallas Capital Advisors
Massachusetts
$266K
ECM
424
Everence Capital Management
Indiana
$262K +$240K +3,340 New
HFM
425
Harvest Fund Management
China
$259K +$232K +3,230 +4,250%

JEF Hedge Fund Activity: Q4 2024 in Review

583 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2024, worth a combined $12B — up 34% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new JEF positions and 51 closed out — a net gain of 57 holders — while 167 added to existing stakes and 212 trimmed.

The largest buyer was Citigroup, adding an estimated $460M. The largest seller was Norges Bank, cutting an estimated $98.6M.

  • 583 institutional investors held Jefferies Financial Group (JEF) as of Q4 2024, up from 533 in Q3 2024.
  • Funds reported $12B of Jefferies Financial Group stock for Q4 2024, up 34% quarter-over-quarter.
  • 108 funds opened new Jefferies Financial Group positions in Q4 2024 and 51 closed out, a net change of +57 holders.
  • The largest Jefferies Financial Group buyer in Q4 2024 was Citigroup, an estimated $460M added.
  • The largest Jefferies Financial Group seller in Q4 2024 was Norges Bank, an estimated $98.6M sold.

Based on aggregated 13F filings for Q4 2024.