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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
IC
426
Innealta Capital
Texas
$20.6K +$18.6K +414 New
SAM
427
Smartleaf Asset Management
Massachusetts
$20.4K +$16.1K +358 +617%
Mitsubishi UFJ Asset Management
428
Mitsubishi UFJ Asset Management
Japan
$19.7K
FHA
429
First Horizon Advisors
Tennessee
$19.1K +$583 +13 +4%
NSIM
430
North Star Investment Management
Illinois
$17.9K -$2.24K -50 -12%
PCM
431
Peregrine Capital Management
Minnesota
$16.9K
AssetMark Inc
432
AssetMark Inc
California
$16.7K +$7.23K +161 +92%
EC
433
Elequin Capital
New York
$15K +$13.6K +302 New
TCOV
434
Trust Company of Vermont
Vermont
$14.9K
CTC
435
Central Trust Company
Missouri
$14.4K
C
436
Covestor
United Kingdom
$14K -$14.8K -330 -54%
EWA
437
EverSource Wealth Advisors
Alabama
$13.4K -$1.93K -43 -16%
SWS
438
SYSTM Wealth Solutions
Illinois
$13.3K +$1.89K +42 +19%
JAM
439
JCIC Asset Management
Ontario, Canada
$11.9K
LC
440
Lindbrook Capital
California
$11.8K +$359 +8 +3%
PA
441
Pineridge Advisors
Missouri
$10.8K +$90 +2 +0.9%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$10.2K
TFGT
443
TS Financial Group (TSFG)
Illinois
$10K
WT
444
Whittier Trust
California
$10K
CFM
445
Catalyst Funds Management
Australia
$9.95K -$700K -15,600 -99%
LI
446
LRI Investments
Florida
$9.01K
JWA
447
JFS Wealth Advisors
Pennsylvania
$8.96K
PS
448
Principal Securities
Iowa
$8.96K +$5.25K +117 +186%
AGWCA
449
Annis Gardner Whiting Capital Advisors
Florida
$8.66K
LFA
450
LGT Financial Advisors
Texas
$8.21K

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.