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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.

New
Increased
Maintained
Reduced
Closed
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 %
MSWM
451
McGlone Suttner Wealth Management
Wisconsin
$1.98K +$1.98K +49 New
PWMG
452
Private Wealth Management Group
New Jersey
$1.94K +$1.94K +48 New
PS
453
Principal Securities
Iowa
$1.74K +$1.74K +43 New
ZB
454
Zions Bancorporation
Utah
$1.7K – – –
HCM
455
Hollencrest Capital Management
California
$1.48K +$40 +1 +3%
GI
456
Gradient Investments
Minnesota
$1.41K – – –
DPW
457
DiNuzzo Private Wealth
Pennsylvania
$1.37K +$1.37K +34 New
VCM
458
Versant Capital Management
Arizona
$1.29K – – –
AF
459
Advisornet Financial
Minnesota
$1.05K +$1.05K +26 New
CIA
460
Cape Investment Advisory
Georgia
$1.05K +$1.05K +26 New
GWS
461
Glassman Wealth Services
Virginia
$1.01K -$73.6K -1,822 -99%
TFA
462
Transamerica Financial Advisors
Florida
$1K – – –
RFG
463
RFP Financial Group
Georgia
$849 – – –
PWMG
464
Prestige Wealth Management Group
New Jersey
$607 – – –
TWP
465
TFO Wealth Partners
Ohio
$566 – – –
WWM
466
Wolff Wiese Magana
California
$203 – – –
MRCM
467
M&R Capital Management
New Jersey
$121 – – –
MCM
468
MV Capital Management
Maryland
$41 +$41 +1 New
HNB
469
Huntington National Bank
Ohio
$40 – – –
GC
470
Gillson Capital
Illinois
– -$10.5M -285,641 Closed
TI
471
Trexquant Investment
Connecticut
– -$7.71M -210,574 Closed
Hudson Bay Capital Management
472
Hudson Bay Capital Management
Connecticut
– -$7.33M -200,000 Closed
Assenagon Asset Management
473
Assenagon Asset Management
Luxembourg
– -$5.08M -138,692 Closed
BHCM
474
Boulder Hill Capital Management
New York
– -$3.66M -99,996 Closed
Macquarie Group
475
Macquarie Group
Australia
– -$1.74M -47,600 Closed
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