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Jefferies Financial Group
JEF

Overview Fund Activity

479 hedge funds and large institutions have $5.74B invested in Jefferies Financial Group in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 165 reducing their positions, and 46 closing their positions.

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.95%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
58
Increased
145
Reduced
165
Closed
46
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$270M
2
Barclays
2
Barclays
United Kingdom
$72M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$77.5M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$74.3M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$18.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$707M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.4M
3
CVA
3
Ceredex Value Advisors
Florida
$3.66M
4
Millennium Management
4
Millennium Management
New York
$56.3M
5
Northern Trust
5
Northern Trust
Illinois
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
Private Management Group
California
$56.3M -$6.22M -141,149 -10%
Charles Schwab
27
Charles Schwab
California
$54M +$1.22M +27,738 +2%
MCM
28
Moerus Capital Management
New York
$46.9M -$5.12M -116,123 -10%
ZIG
29
Zurich Insurance Group
Switzerland
$46.7M +$2M +45,348 +4%
BAM
30
Burgundy Asset Management
Ontario, Canada
$46.4M +$506K +11,465 +1%
LSV Asset Management
31
LSV Asset Management
Illinois
$45.9M -$6.61M -149,900 -13%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$44.1M -$7.84M -177,749 -15%
PCMF
33
Private Capital Management (Florida)
Florida
$35.8M -$5.84M -132,500 -14%
HP
34
Hosking Partners
United Kingdom
$34.6M -$105K -2,387 -0.3%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$32.3M +$13.7M +309,949 +73%
Goldman Sachs
36
Goldman Sachs
New York
$31.4M +$2.14M +48,615 +7%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$29.4M +$11M +249,505 +60%
Bank of America
38
Bank of America
North Carolina
$26.3M +$4.21M +95,554 +19%
SO
39
STRS Ohio
Ohio
$26.1M +$191K +4,330 +0.7%
CCM
40
Cinctive Capital Management
New York
$24.7M +$10.1M +228,768 +69%
MAA
41
Mraz Amerine & Associates
California
$24.7M -$347K -7,868 -1%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$22.6M +$598K +13,567 +3%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$21.8M -$1.13M -25,606 -5%
Ameriprise
44
Ameriprise
Minnesota
$20.6M -$2.24M -50,697 -10%
GCM
45
GoodHaven Capital Management
New Jersey
$19.8M – – –
Cerity Partners
46
Cerity Partners
New York
$19.8M +$11.1M +252,442 +128%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$19.5M -$11.6M -262,077 -37%
Berkshire Hathaway
48
Berkshire Hathaway
Nebraska
$19.1M – – –
Neuberger Berman Group
49
Neuberger Berman Group
New York
$19M +$5.17M +117,142 +37%
Marshall Wace
50
Marshall Wace
United Kingdom
$18.4M +$18.4M +417,974 New
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