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Jefferies Financial Group

474 hedge funds and large institutions have $5.27B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 124 increasing their positions, 179 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $4.79B → $5.27B (+$480M)

8% more funds holding

Funds holding: 437474 (+37)

2.93% more ownership

Funds ownership: 59.1%62.03% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $24.5M

31% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 179

Holders
474
Holders Change
+37
Holders Change %
+8.47%
% 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
78
Increased
124
Reduced
179
Closed
34
Calls
$23.9M
Puts
$24.5M
Net Calls
-$577K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Moerus Capital Management
New York
$47.6M +$1.72M +48,663 +4%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$47.6M -$1.99M -56,123 -5%
BAM
28
Burgundy Asset Management
Ontario, Canada
$42M +$1.34M +37,878 +4%
ZIG
29
Zurich Insurance Group
Switzerland
$41M +$19.6M +555,001 +121%
N
30
Nuveen
North Carolina
$40M -$547K -15,460 -2%
CVA
31
Ceredex Value Advisors
Florida
$38.9M -$7.96M -225,150 -19%
PCMF
32
Private Capital Management (Florida)
Florida
$38.2M +$141K +3,995 +0.4%
Alyeska Investment Group
33
Alyeska Investment Group
Illinois
$32.5M +$11.4M +322,012 +67%
HP
34
Hosking Partners
United Kingdom
$31.8M -$2M -56,420 -7%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$28.4M +$9.77M +276,178 +65%
Goldman Sachs
36
Goldman Sachs
New York
$26.8M -$2.49M -70,442 -10%
SO
37
STRS Ohio
Ohio
$23.7M +$19.1M +539,534 +1,127%
MAA
38
Mraz Amerine & Associates
California
$23M +$68.9K +1,948 +0.3%
Barclays
39
Barclays
United Kingdom
$22.1M +$3.2M +90,439 +20%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$21M -$507K -14,334 -3%
Ameriprise
41
Ameriprise
Minnesota
$21M +$3.4M +96,253 +23%
Bank of America
42
Bank of America
North Carolina
$20.3M +$1.01M +28,496 +6%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$20.1M -$348K -9,832 -2%
OC
44
Oppenheimer & Co
New York
$18.4M -$430K -12,157 -3%
GCM
45
GoodHaven Capital Management
New Jersey
$18.2M -$118K -3,350 -0.7%
Legal & General Group
46
Legal & General Group
United Kingdom
$18M -$527K -14,902 -3%
Berkshire Hathaway
47
Berkshire Hathaway
Nebraska
$17.5M
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$17.1M +$4.45M +125,719 +42%
SMDAM
49
Sumitomo Mitsui DS Asset Management
Japan
$17M +$14.9M +421,600 New
RR
50
Robotti Robert
$17M -$126K -3,551 -0.8%

JEF Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2023, worth a combined $5.27B — up 10% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JEF positions and 34 closed out — a net gain of 44 holders — while 124 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.4M. The largest seller was Citadel Advisors, cutting an estimated $67.7M.

  • 474 institutional investors held Jefferies Financial Group (JEF) as of Q4 2023, up from 437 in Q3 2023.
  • Funds reported $5.27B of Jefferies Financial Group stock for Q4 2023, up 10% quarter-over-quarter.
  • 78 funds opened new Jefferies Financial Group positions in Q4 2023 and 34 closed out, a net change of +44 holders.
  • The largest Jefferies Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $55.4M added.
  • The largest Jefferies Financial Group seller in Q4 2023 was Citadel Advisors, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2023.