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Jefferies Financial Group
JEF

Overview Fund Activity

580 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+50
Holders Change %
+9.43%
% of All Funds
7.72%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
209
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M

Top Buyers

1
Citigroup
Citigroup
New York
$627M
2
AllianceBernstein
AllianceBernstein
Tennessee
$470M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$422M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
Invesco
Invesco
Georgia
$415M

Top Sellers

1
FPA
First Pacific Advisors
California
$220M
2
Citadel Advisors
Citadel Advisors
Florida
$15M
3
DSC
Donald Smith & Co
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.5M
5
Amundi
Amundi
France
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
451
TownSquare Capital
Utah
$216K +$216K +2,756 New
LSPW
452
Lake Street Private Wealth
Illinois
$216K +$216K +2,750 New
TPCW
453
TD Private Client Wealth
New York
$212K +$212K +2,708 New
CWM
454
Compass Wealth Management
Connecticut
$212K -$23.5K -300 -10%
WC
455
Wexford Capital
Florida
$211K +$211K +2,691 New
PFS
456
Prospera Financial Services
Texas
$209K +$209K +2,663 New
O
457
Ossiam
France
$209K -$36.5K -465 -15%
CPC
458
CFC Planning Company
Indiana
$207K +$207K +2,640 New
CT
459
Colonial Trust
South Carolina
$205K +$3.14K +40 +2%
WJWM
460
Williams Jones Wealth Management
New York
$204K -$165K -2,101 -45%
LSAG
461
Lake Street Advisors Group
New Hampshire
$203K +$203K +2,594 New
AssetMark Inc
462
AssetMark Inc
California
$203K +$183K +2,332 +925%
MFIM
463
Mesirow Financial Investment Management
Illinois
$201K +$201K +2,559 New
Fifth Third Bancorp
464
Fifth Third Bancorp
Ohio
$198K -$19.2K -245 -9%
Nomura Asset Management
465
Nomura Asset Management
Japan
$176K – – –
RI
466
Ridgewood Investments
New Jersey
$172K – – –
Amundi
467
Amundi
France
$166K -$51M -639,893 -100%
Bessemer Group
468
Bessemer Group
New Jersey
$159K +$18K +230 +13%
SWM
469
Spire Wealth Management
Virginia
$154K -$65.9K -840 -30%
HI
470
Harbour Investments
Wisconsin
$145K +$9.41K +120 +7%
GEA
471
Glen Eagle Advisors
New Jersey
$144K -$15.6K -199 -10%
GCS
472
Gordian Capital (Singapore)
Singapore
$141K +$141K +1,800 New
PA
473
Parallel Advisors
California
$139K -$1.25K -16 -0.9%
SG Americas Securities
474
SG Americas Securities
New York
$136K -$702K -8,940 -84%
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$132K -$9.1K -116 -6%
17 18
19
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