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Jefferies Financial Group
JEF

Overview Fund Activity

480 hedge funds and large institutions have $5.74B invested in Jefferies Financial Group in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 145 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+9
Holders Change %
+1.91%
% of All Funds
6.96%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
59
Increased
145
Reduced
165
Closed
46
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$270M
2
Barclays
Barclays
United Kingdom
$72M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$77.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$74.3M
5
Marshall Wace
Marshall Wace
United Kingdom
$18.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$707M
2
Morgan Stanley
Morgan Stanley
New York
$80.4M
3
CVA
Ceredex Value Advisors
Florida
$3.66M
4
Millennium Management
Millennium Management
New York
$56.3M
5
Northern Trust
Northern Trust
Illinois
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
451
Global Retirement Partners
California
$3.44K – – –
FFA
452
Frazier Financial Advisors
Ohio
$3.13K – – –
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$3.09K – – –
MCM
454
Manchester Capital Management
Vermont
$2.96K -$19.6K -444 -87%
PS
455
Principal Securities
Iowa
$2.78K +$882 +20 +47%
SAM
456
Smartleaf Asset Management
Massachusetts
$2.68K +$2.68K +58 New
SIC
457
SJS Investment Consulting
Ohio
$2.65K – – –
CJ
458
Caitlin John
Michigan
$2.63K – – –
W
459
WealthCollab
Washington
$2.51K – – –
PWMG
460
Private Wealth Management Group
New Jersey
$2.12K – – –
ZB
461
Zions Bancorporation
Utah
$1.85K – – –
HCM
462
Hollencrest Capital Management
California
$1.62K – – –
DPW
463
DiNuzzo Private Wealth
Pennsylvania
$1.5K – – –
HNB
464
Huntington National Bank
Ohio
$1.5K +$1.46K +33 +3,300%
VCM
465
Versant Capital Management
Arizona
$1.41K – – –
AF
466
Advisornet Financial
Minnesota
$1.15K – – –
TFA
467
Transamerica Financial Advisors
Florida
$1K – – –
FMP
468
Financial Management Professionals
Texas
$1K – – –
RFG
469
RFP Financial Group
Georgia
$926 – – –
CTA
470
Colonial Trust Advisors
South Carolina
$882 +$882 +20 New
PWMG
471
Prestige Wealth Management Group
New Jersey
$662 – – –
TWP
472
TFO Wealth Partners
Ohio
$617 – – –
SSB
473
Sandy Spring Bank
Maryland
$530 +$530 +12 New
CAM
474
Creekmur Asset Management
Illinois
$265 +$265 +6 New
WWM
475
Wolff Wiese Magana
California
$221 – – –
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