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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.

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 %
PFBT
426
Parkside Financial Bank & Trust
Missouri
$8.29K -$3.23K -80 -28%
WT
427
Whittier Trust
California
$8.12K – – –
TFGT
428
TS Financial Group (TSFG)
Illinois
$8K -$3.51K -90 -31%
FWM
429
FSA Wealth Management
Massachusetts
$8K +$8K +200 New
ACA
430
Atlas Capital Advisors
Wyoming
$7.92K – – –
AssetMark Inc
431
AssetMark Inc
California
$7.31K -$4.04K -100 -36%
JWA
432
JFS Wealth Advisors
Pennsylvania
$7.27K -$970 -24 -12%
AGWCA
433
Annis Gardner Whiting Capital Advisors
Florida
$7.03K – – –
LFA
434
LGT Financial Advisors
Texas
$6.67K -$1.33K -33 -17%
BIA
435
Bell Investment Advisors
California
$5.38K – – –
PTC
436
Private Trust Company
Ohio
$5.38K – – –
HCP
437
Hexagon Capital Partners
Arkansas
$5.05K -$364 -9 -7%
BGAI
438
Bruce G. Allen Investments
Colorado
$4.85K +$4.85K +120 New
LF
439
Lee Financial
Texas
$4.61K – – –
EWA
440
EverSource Wealth Advisors
Alabama
$4.57K -$3.31K -82 -42%
CFGS
441
Concourse Financial Group Securities
Alabama
$4.08K +$2.55K +63 +166%
GI
442
GAMMA Investing
California
$3.83K +$3.83K +94 New
GRP
443
Global Retirement Partners
California
$3.12K +$120 +3 +4%
FFA
444
Frazier Financial Advisors
Ohio
$2.87K +$2.87K +71 New
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$2.83K – – –
OP
446
ORG Partners
Indiana
$2.83K +$1.41K +35 +100%
CJ
447
Caitlin John
Michigan
$2.44K +$2.44K +60 New
SIC
448
SJS Investment Consulting
Ohio
$2.43K -$404 -10 -14%
MA
449
MCF Advisors
Kentucky
$2.43K +$2.43K +60 New
W
450
WealthCollab
Washington
$2.3K +$2.3K +57 New
16 17
18
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