Jefferies Financial Group
437 hedge funds and large institutions have $4.79B invested in Jefferies Financial Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 157 reducing their positions, and 39 closing their positions.
33% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 39
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
7% more capital invested
Capital invested by funds: $4.5B → $4.79B (+$296M)
2% more funds holding
Funds holding: 429 → 437 (+8)
0.33% more ownership
Funds ownership: 58.78% → 59.1% (+0.33%)
11% less call options, than puts
Call options by funds: $16.3M | Put options by funds: $18.3M
20% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$60.1M |
| 2 |
Jane Street
New York
|
+$27.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$23.2M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$20.2M |
| 5 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$84.7M |
| 2 |
BlackRock
New York
|
-$39.9M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$36.1M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$31M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$29.7M |
JEF Hedge Fund Activity: Q3 2023 in Review
437 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2023, worth a combined $4.79B — up 6.6% from $4.5B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new JEF positions and 39 closed out — a net gain of 13 holders — while 126 added to existing stakes and 157 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $60.1M. The largest seller was Vanguard Group, cutting an estimated $84.7M.
- 437 institutional investors held Jefferies Financial Group (JEF) as of Q3 2023, up from 429 in Q2 2023.
- Funds reported $4.79B of Jefferies Financial Group stock for Q3 2023, up 6.6% quarter-over-quarter.
- 52 funds opened new Jefferies Financial Group positions in Q3 2023 and 39 closed out, a net change of +13 holders.
- The largest Jefferies Financial Group buyer in Q3 2023 was Allspring Global Investments, an estimated $60.1M added.
- The largest Jefferies Financial Group seller in Q3 2023 was Vanguard Group, an estimated $84.7M sold.
Based on aggregated 13F filings for Q3 2023.