We are live on ! Find out more
JEF icon

Jefferies Financial Group

491 hedge funds and large institutions have $6.76B invested in Jefferies Financial Group in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $16.2M

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

18% more capital invested

Capital invested by funds: $5.74B → $6.76B (+$1.02B)

2.54% more ownership

Funds ownership: 61.55%64.1% (+2.5%)

2% more funds holding

Funds holding: 481491 (+10)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
491
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
7.09%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
67
Increased
155
Reduced
150
Closed
46
Calls
$26.5M
Puts
$16.2M
Net Calls
+$10.3M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
26
Alyeska Investment Group
Illinois
$64.8M -$20.4M -455,227 -26%
Charles Schwab
27
Charles Schwab
California
$61M +$41.3K +921 +0.1%
ZIG
28
Zurich Insurance Group
Switzerland
$59.9M +$6.53M +145,382 +14%
AIM
29
Artemis Investment Management
United Kingdom
$58.2M +$52.5M +1,169,843 New
PMG
30
Private Management Group
California
$57.1M -$5.75M -128,018 -10%
Amundi
31
Amundi
France
$56.6M +$49.8M +1,108,846 New
MCM
32
Moerus Capital Management
New York
$53.3M +$323K +7,195 +0.7%
BAM
33
Burgundy Asset Management
Ontario, Canada
$53.1M +$704K +15,678 +1%
LSV Asset Management
34
LSV Asset Management
Illinois
$48.8M -$2.66M -59,300 -6%
HP
35
Hosking Partners
United Kingdom
$40.6M +$1.42M +31,532 +4%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$40.4M +$3.53M +78,744 +11%
PCMF
37
Private Capital Management (Florida)
Florida
$38.4M -$1.85M -41,300 -5%
Goldman Sachs
38
Goldman Sachs
New York
$37.9M +$2.24M +49,950 +7%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$37M +$14M +312,601 +72%
Bank of America
40
Bank of America
North Carolina
$34.7M +$4.49M +100,109 +17%
Millennium Management
41
Millennium Management
New York
$34.3M -$26.3M -586,511 -46%
Citadel Advisors
42
Citadel Advisors
Florida
$33.4M +$19.9M +443,532 +196%
Two Sigma Investments
43
Two Sigma Investments
New York
$31M +$19.7M +438,495 +236%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$29.7M -$18.2M -404,408 -40%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$29.6M -$3.22M -71,693 -11%
MAA
46
Mraz Amerine & Associates
California
$27.6M -$217K -4,824 -0.9%
SO
47
STRS Ohio
Ohio
$26.8M -$2.38M -52,950 -9%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$25.3M -$159K -3,541 -0.7%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$24.8M +$187K +4,177 +0.8%
UBS AM
50
UBS AM
Illinois
$24.1M +$7.11M +158,478 +49%

JEF Hedge Fund Activity: Q2 2024 in Review

491 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2024, worth a combined $6.76B — up 18% from $5.74B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JEF positions and 46 closed out — a net gain of 21 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Citigroup, adding an estimated $94.7M. The largest seller was AllianceBernstein, cutting an estimated $35M.

  • 491 institutional investors held Jefferies Financial Group (JEF) as of Q2 2024, up from 481 in Q1 2024.
  • Funds reported $6.76B of Jefferies Financial Group stock for Q2 2024, up 18% quarter-over-quarter.
  • 67 funds opened new Jefferies Financial Group positions in Q2 2024 and 46 closed out, a net change of +21 holders.
  • The largest Jefferies Financial Group buyer in Q2 2024 was Citigroup, an estimated $94.7M added.
  • The largest Jefferies Financial Group seller in Q2 2024 was AllianceBernstein, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2024.