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Jefferies Financial Group

583 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, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 51

88% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $52.8M

34% more capital invested

Capital invested by funds: $8.94B → $12B (+$3.02B)

9% more funds holding

Funds holding: 533583 (+50)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3.47% more ownership

Funds ownership: 70.76%74.23% (+3.5%)

21% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 212

Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
7.68%
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
212
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MHI
26
Miller Howard Investments
New York
$103M -$1.39M -19,291 -1%
Goldman Sachs
27
Goldman Sachs
New York
$96.7M +$3.91M +54,294 +5%
Charles Schwab
28
Charles Schwab
California
$90.3M -$1.4M -19,406 -2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$65.4M +$32.4K +451 +0.1%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$62.9M +$35.3M +490,389 +157%
Fisher Asset Management
31
Fisher Asset Management
Washington
$61.1M -$152K -2,114 -0.3%
LSV Asset Management
32
LSV Asset Management
Illinois
$59.3M -$16.1M -223,400 -23%
HP
33
Hosking Partners
United Kingdom
$54.3M -$6.17M -85,818 -11%
PMG
34
Private Management Group
California
$52.9M -$17M -236,058 -26%
Two Sigma Investments
35
Two Sigma Investments
New York
$51.4M +$4.17M +57,964 +10%
MCM
36
Moerus Capital Management
New York
$50.2M -$24.7M -343,084 -35%
Deutsche Bank
37
Deutsche Bank
Germany
$47.4M -$6.2M -86,160 -12%
First Trust Advisors
38
First Trust Advisors
Illinois
$46M +$16.2M +225,873 +63%
ZIG
39
Zurich Insurance Group
Switzerland
$42.9M -$8.53M -118,536 -18%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$42.6M -$407K -5,664 -1%
MAA
41
Mraz Amerine & Associates
California
$42.2M -$545K -7,579 -1%
PCMF
42
Private Capital Management (Florida)
Florida
$40.5M -$4.75M -66,005 -11%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$38.9M +$14K +195 +0%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$37.3M -$2.66M -37,003 -7%
UBS AM
45
UBS AM
Illinois
$36.3M +$2.21M +30,730 +7%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$36.2M -$1.1M -15,247 -3%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$36.2M -$11.8M -164,194 -26%
Norges Bank
48
Norges Bank
Norway
$35.5M -$98.6M -1,370,188 -75%
NW
49
NewEdge Wealth
Pennsylvania
$35.3M +$1.97M +27,439 +6%
GCM
50
GoodHaven Capital Management
New Jersey
$35.2M

JEF Hedge Fund Activity: Q4 2024 in Review

583 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2024, worth a combined $12B — up 34% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new JEF positions and 51 closed out — a net gain of 57 holders — while 167 added to existing stakes and 212 trimmed.

The largest buyer was Citigroup, adding an estimated $460M. The largest seller was Norges Bank, cutting an estimated $98.6M.

  • 583 institutional investors held Jefferies Financial Group (JEF) as of Q4 2024, up from 533 in Q3 2024.
  • Funds reported $12B of Jefferies Financial Group stock for Q4 2024, up 34% quarter-over-quarter.
  • 108 funds opened new Jefferies Financial Group positions in Q4 2024 and 51 closed out, a net change of +57 holders.
  • The largest Jefferies Financial Group buyer in Q4 2024 was Citigroup, an estimated $460M added.
  • The largest Jefferies Financial Group seller in Q4 2024 was Norges Bank, an estimated $98.6M sold.

Based on aggregated 13F filings for Q4 2024.