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Jefferies Financial Group
JEF

Overview Fund Activity

529 hedge funds and large institutions have $8.82B invested in Jefferies Financial Group in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 138 increasing their positions, 196 reducing their positions, and 43 closing their positions.

Holders
529
Holders Change
+41
Holders Change %
+8.4%
% of All Funds
7.65%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
89
Increased
138
Reduced
196
Closed
43
Calls
$126M
Puts
$60.1M
Net Calls
+$66.2M
Net Calls Change
+$55.9M

Top Buyers

1
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$569M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$202M
3
Invesco
3
Invesco
Georgia
$256M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$54.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$77.5M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
FPA
2
First Pacific Advisors
California
$241M
3
DSC
3
Donald Smith & Co
New York
$71M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$264K
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$77.5M +$36.2M +588,851 +88%
Goldman Sachs
27
Goldman Sachs
New York
$72.6M +$25.7M +418,152 +55%
Charles Schwab
28
Charles Schwab
California
$72M -$3.43M -55,778 -5%
DSC
29
Donald Smith & Co
New York
$71M -$82.6M -1,341,813 -54%
MCM
30
Moerus Capital Management
New York
$60.5M -$5.35M -86,936 -8%
LSV Asset Management
31
LSV Asset Management
Illinois
$60.3M -$111K -1,800 -0.2%
PMG
32
Private Management Group
California
$56.1M -$14.6M -236,785 -21%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$54.1M +$38.6M +627,013 +248%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$51.3M -$45.2M -734,016 -47%
Fisher Asset Management
35
Fisher Asset Management
Washington
$48.1M +$23.5M +381,893 +96%
HP
36
Hosking Partners
United Kingdom
$47.9M -$2.26M -36,737 -5%
Bank of America
37
Bank of America
North Carolina
$47.3M +$4.34M +70,575 +10%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$42.6M -$7.34M -119,286 -15%
Deutsche Bank
39
Deutsche Bank
Germany
$42.5M +$35M +567,910 +464%
ZIG
40
Zurich Insurance Group
Switzerland
$41M -$33.1M -538,480 -45%
Amundi
41
Amundi
France
$40.9M -$29.7M -466,865 -42%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$38.5M +$15.6M +253,718 +68%
Two Sigma Investments
43
Two Sigma Investments
New York
$36.8M -$1.62M -26,258 -4%
PCMF
44
Private Capital Management (Florida)
Florida
$35.8M -$11.6M -189,100 -25%
Millennium Management
45
Millennium Management
New York
$35.4M -$7.07M -114,863 -17%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$33.8M -$12M -194,732 -26%
MAA
47
Mraz Amerine & Associates
California
$33.6M -$552K -8,971 -2%
SO
48
STRS Ohio
Ohio
$32.6M -$555K -9,024 -2%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$31.5M -$5.18M -84,151 -14%
Loomis, Sayles & Company
50
Loomis, Sayles & Company
Massachusetts
$31M -$5.61M -91,205 -15%
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