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Jefferies Financial Group
JEF

Overview Fund Activity

579 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+50
Holders Change %
+9.45%
% of All Funds
7.71%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
208
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M

Top Buyers

1
Citigroup
1
Citigroup
New York
$627M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$470M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$422M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
Invesco
5
Invesco
Georgia
$415M

Top Sellers

1
FPA
1
First Pacific Advisors
California
$220M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15M
3
DSC
3
Donald Smith & Co
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$10.5M
5
Amundi
5
Amundi
France
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHI
26
Miller Howard Investments
New York
$103M -$1.51M -19,291 -1%
Goldman Sachs
27
Goldman Sachs
New York
$96.7M +$4.26M +54,294 +5%
Charles Schwab
28
Charles Schwab
California
$90.3M -$1.52M -19,406 -2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$65.4M +$35.4K +451 +0.1%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$62.9M +$38.4M +490,389 +157%
Fisher Asset Management
31
Fisher Asset Management
Washington
$61.1M -$166K -2,114 -0.3%
LSV Asset Management
32
LSV Asset Management
Illinois
$59.3M -$17.5M -223,400 -23%
HP
33
Hosking Partners
United Kingdom
$54.3M -$6.73M -85,818 -11%
PMG
34
Private Management Group
California
$52.9M -$18.5M -236,058 -26%
Two Sigma Investments
35
Two Sigma Investments
New York
$51.4M +$4.54M +57,964 +10%
MCM
36
Moerus Capital Management
New York
$50.2M -$26.9M -343,084 -35%
Deutsche Bank
37
Deutsche Bank
Germany
$47.4M -$6.75M -86,160 -12%
First Trust Advisors
38
First Trust Advisors
Illinois
$46M +$17.7M +225,873 +63%
ZIG
39
Zurich Insurance Group
Switzerland
$42.9M -$9.29M -118,536 -18%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$42.6M -$444K -5,664 -1%
MAA
41
Mraz Amerine & Associates
California
$42.2M -$594K -7,579 -1%
PCMF
42
Private Capital Management (Florida)
Florida
$40.5M -$5.17M -66,005 -11%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$38.9M +$15.3K +195 +0%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$37.3M -$2.9M -37,003 -7%
UBS AM
45
UBS AM
Illinois
$36.3M +$2.41M +30,730 +7%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$36.2M -$1.2M -15,247 -3%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$36.2M -$12.9M -164,194 -26%
Norges Bank
48
Norges Bank
Norway
$35.5M +$35.5M +453,059 New
NW
49
NewEdge Wealth
Pennsylvania
$35.3M +$2.15M +27,439 +6%
GCM
50
GoodHaven Capital Management
New Jersey
$35.2M – – –
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