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Jefferies Financial Group
JEF

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: 481 → 491 (+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: 17 → 15 (-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

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$94.7M
2
Marshall Wace
Marshall Wace
United Kingdom
+$68.6M
3
AIM
Artemis Investment Management
United Kingdom
+$52.5M
4
Amundi
Amundi
France
+$49.8M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$42M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$35M
2
Millennium Management
Millennium Management
New York
-$26.3M
3
CCM
Cinctive Capital Management
New York
-$22.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$20.4M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
451
Harvest Fund Management
China
$8K – – –
ETC
452
Exchange Traded Concepts
Oklahoma
$7.61K +$1.71K +38 +33%
BIA
453
Bell Investment Advisors
California
$6.62K – – –
PTC
454
Private Trust Company
Ohio
$6.62K – – –
Fuller & Thaler Asset Management
455
Fuller & Thaler Asset Management
California
$6.57K – – –
HCP
456
Hexagon Capital Partners
Arkansas
$6.12K – – –
BGAI
457
Bruce G. Allen Investments
Colorado
$5.97K – – –
CFGS
458
Concourse Financial Group Securities
Alabama
$5.03K – – –
GI
459
GAMMA Investing
California
$4.93K – – –
CA
460
Clearstead Advisors
Ohio
$4.73K +$4.26K +95 New
GRP
461
Global Retirement Partners
California
$3.88K – – –
FFA
462
Frazier Financial Advisors
Ohio
$3.53K – – –
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$3.48K – – –
IAIM
464
International Assets Investment Management
Florida
$3.42K +$3.1K +69 New
TWP
465
Triad Wealth Partners
Kansas
$3.41K +$3.05K +68 New
MCM
466
Manchester Capital Management
Vermont
$3.33K – – –
CJ
467
Caitlin John
Michigan
$2.99K – – –
SIC
468
SJS Investment Consulting
Ohio
$2.99K – – –
W
469
WealthCollab
Washington
$2.84K – – –
MG
470
Mather Group
Illinois
$2.43K +$2.47K +55 New
PWMG
471
Private Wealth Management Group
New Jersey
$2.39K – – –
DPW
472
DiNuzzo Private Wealth
Pennsylvania
$2.04K +$314 +7 +21%
S
473
Sachetta
Massachusetts
$2.02K +$1.57K +35 New
OWA
474
Opal Wealth Advisors
New York
$1.94K +$1.75K +39 New
HCM
475
Hollencrest Capital Management
California
$1.84K – – –
17 18
19
20 21

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.