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Jefferies Financial Group

481 hedge funds and large institutions have $5.74B invested in Jefferies Financial Group in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 145 increasing their positions, 165 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

16% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $20.1M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9% more capital invested

Capital invested by funds: $5.27B → $5.74B (+$466M)

1% more funds holding

Funds holding: 474481 (+7)

0.48% less ownership

Funds ownership: 62.03%61.55% (-0.48%)

12% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 165

Holders
481
Holders Change
+7
Holders Change %
+1.48%
% of All Funds
6.93%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.24%
New
59
Increased
145
Reduced
165
Closed
48
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
26
Private Management Group
California
$56.3M -$5.88M -141,149 -10%
Charles Schwab
27
Charles Schwab
California
$54M +$1.16M +27,738 +2%
MCM
28
Moerus Capital Management
New York
$46.9M -$4.84M -116,123 -10%
ZIG
29
Zurich Insurance Group
Switzerland
$46.7M +$1.89M +45,348 +4%
BAM
30
Burgundy Asset Management
Ontario, Canada
$46.4M +$478K +11,465 +1%
LSV Asset Management
31
LSV Asset Management
Illinois
$45.9M -$6.24M -149,900 -13%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$44.1M -$7.4M -177,749 -15%
PCMF
33
Private Capital Management (Florida)
Florida
$35.8M -$5.52M -132,500 -14%
HP
34
Hosking Partners
United Kingdom
$34.6M -$99.4K -2,387 -0.3%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$32.3M +$12.9M +309,949 +73%
Goldman Sachs
36
Goldman Sachs
New York
$31.4M +$2.02M +48,615 +7%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$29.4M +$10.4M +249,505 +60%
Bank of America
38
Bank of America
North Carolina
$26.3M +$3.98M +95,554 +19%
SO
39
STRS Ohio
Ohio
$26.1M +$180K +4,330 +0.7%
CCM
40
Cinctive Capital Management
New York
$24.7M +$9.53M +228,768 +69%
MAA
41
Mraz Amerine & Associates
California
$24.7M -$328K -7,868 -1%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$22.6M +$565K +13,567 +3%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$21.8M -$1.07M -25,606 -5%
Ameriprise
44
Ameriprise
Minnesota
$20.6M -$2.11M -50,697 -10%
GCM
45
GoodHaven Capital Management
New Jersey
$19.8M
Cerity Partners
46
Cerity Partners
New York
$19.8M +$10.5M +252,442 +128%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$19.5M -$10.9M -262,077 -37%
Berkshire Hathaway
48
Berkshire Hathaway
Nebraska
$19.1M
Neuberger Berman Group
49
Neuberger Berman Group
New York
$19M +$4.88M +117,142 +37%
Marshall Wace
50
Marshall Wace
United Kingdom
$18.4M +$17.4M +417,974 New

JEF Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2024, worth a combined $5.74B — up 8.8% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JEF positions and 48 closed out — a net gain of 11 holders — while 145 added to existing stakes and 165 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $120M. The largest seller was Vanguard Group, cutting an estimated $60.6M.

  • 481 institutional investors held Jefferies Financial Group (JEF) as of Q1 2024, up from 474 in Q4 2023.
  • Funds reported $5.74B of Jefferies Financial Group stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 59 funds opened new Jefferies Financial Group positions in Q1 2024 and 48 closed out, a net change of +11 holders.
  • The largest Jefferies Financial Group buyer in Q1 2024 was Allspring Global Investments, an estimated $120M added.
  • The largest Jefferies Financial Group seller in Q1 2024 was Vanguard Group, an estimated $60.6M sold.

Based on aggregated 13F filings for Q1 2024.