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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 %
MCM
26
Moerus Capital Management
New York
$47.6M +$1.97M +48,663 +4%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$47.6M -$2.27M -56,123 -5%
BAM
28
Burgundy Asset Management
Ontario, Canada
$42M +$1.53M +37,878 +4%
ZIG
29
Zurich Insurance Group
Switzerland
$41M +$22.4M +555,001 +121%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$40M -$625K -15,460 -2%
CVA
31
Ceredex Value Advisors
Florida
$38.9M -$9.1M -225,150 -19%
PCMF
32
Private Capital Management (Florida)
Florida
$38.2M +$161K +3,995 +0.4%
Alyeska Investment Group
33
Alyeska Investment Group
Illinois
$32.5M +$13M +322,012 +67%
HP
34
Hosking Partners
United Kingdom
$31.8M -$2.28M -56,420 -7%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$28.4M +$11.2M +276,178 +65%
Goldman Sachs
36
Goldman Sachs
New York
$26.8M -$2.85M -70,442 -10%
SO
37
STRS Ohio
Ohio
$23.7M +$21.8M +539,534 +1,127%
MAA
38
Mraz Amerine & Associates
California
$23M +$78.7K +1,948 +0.3%
Barclays
39
Barclays
United Kingdom
$22.1M +$3.65M +90,439 +20%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$21M -$579K -14,334 -3%
Ameriprise
41
Ameriprise
Minnesota
$21M +$3.89M +96,253 +23%
Bank of America
42
Bank of America
North Carolina
$20.3M +$1.15M +28,496 +6%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$20.1M -$397K -9,832 -2%
OC
44
Oppenheimer & Co
New York
$18.4M -$491K -12,157 -3%
GCM
45
GoodHaven Capital Management
New Jersey
$18.2M -$135K -3,350 -0.7%
Legal & General Group
46
Legal & General Group
United Kingdom
$18M -$602K -14,902 -3%
Berkshire Hathaway
47
Berkshire Hathaway
Nebraska
$17.5M – – –
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$17.1M +$5.08M +125,719 +42%
SMDAM
49
Sumitomo Mitsui DS Asset Management
Japan
$17M +$17M +421,600 New
RR
50
Robotti Robert
$17M -$143K -3,551 -0.8%
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