We are live on ! Find out more
JEF icon

Jefferies Financial Group
JEF

474 hedge funds and large institutions have $5.27B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 124 increasing their positions, 179 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $4.79B → $5.27B (+$480M)

8% more funds holding

Funds holding: 437 → 474 (+37)

2.93% more ownership

Funds ownership: 59.1% → 62.03% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

2% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $24.5M

31% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 179

Holders
474
Holders Change
+37
Holders Change %
+8.47%
% 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
78
Increased
124
Reduced
179
Closed
34
Calls
$23.9M
Puts
$24.5M
Net Calls
-$577K
Net Calls Change
+$1.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$55.4M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$49.8M
3
Invesco
Invesco
Georgia
+$29.8M
4
ZIG
Zurich Insurance Group
Switzerland
+$19.6M
5
SO
STRS Ohio
Ohio
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$67.7M
2
LSV Asset Management
LSV Asset Management
Illinois
-$54.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$28.9M
4
BlackRock
BlackRock
New York
-$27.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$26.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
451
WealthCollab
Washington
$2.3K +$2.02K +57 New
MSWM
452
McGlone Suttner Wealth Management
Wisconsin
$1.98K +$1.73K +49 New
PWMG
453
Private Wealth Management Group
New Jersey
$1.94K +$1.7K +48 New
PS
454
Principal Securities
Iowa
$1.74K +$1.52K +43 New
ZB
455
Zions Bancorporation
Utah
$1.7K – – –
HCM
456
Hollencrest Capital Management
California
$1.48K +$35 +1 +3%
GI
457
Gradient Investments
Minnesota
$1.41K – – –
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$1.37K +$1.2K +34 New
ASBI
459
American State Bank (Iowa)
Iowa
$1.33K – – –
VCM
460
Versant Capital Management
Arizona
$1.29K – – –
AF
461
Advisornet Financial
Minnesota
$1.05K +$920 +26 New
CIA
462
Cape Investment Advisory
Georgia
$1.05K +$920 +26 New
GWS
463
Glassman Wealth Services
Virginia
$1.01K -$64.4K -1,822 -99%
TFA
464
Transamerica Financial Advisors
Florida
$1K – – –
LSA
465
Leonteq Securities AG
Switzerland
$970 +$849 +24 New
RFG
466
RFP Financial Group
Georgia
$849 – – –
PWMG
467
Prestige Wealth Management Group
New Jersey
$607 – – –
TWP
468
TFO Wealth Partners
Ohio
$566 – – –
WWM
469
Wolff Wiese Magana
California
$203 – – –
MRCM
470
M&R Capital Management
New Jersey
$121 – – –
MCM
471
MV Capital Management
Maryland
$41 +$35 +1 New
HNB
472
Huntington National Bank
Ohio
$40 – – –
GC
473
Gillson Capital
Illinois
– -$10.5M -285,641 Closed
TI
474
Trexquant Investment
Connecticut
– -$7.71M -210,574 Closed
Hudson Bay Capital Management
475
Hudson Bay Capital Management
Connecticut
– -$7.33M -200,000 Closed
17 18
19
20 21

JEF Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2023, worth a combined $5.27B — up 10% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JEF positions and 34 closed out — a net gain of 44 holders — while 124 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.4M. The largest seller was Citadel Advisors, cutting an estimated $67.7M.

  • 474 institutional investors held Jefferies Financial Group (JEF) as of Q4 2023, up from 437 in Q3 2023.
  • Funds reported $5.27B of Jefferies Financial Group stock for Q4 2023, up 10% quarter-over-quarter.
  • 78 funds opened new Jefferies Financial Group positions in Q4 2023 and 34 closed out, a net change of +44 holders.
  • The largest Jefferies Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $55.4M added.
  • The largest Jefferies Financial Group seller in Q4 2023 was Citadel Advisors, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2023.