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Jefferies Financial Group
JEF

Overview Fund Activity

471 hedge funds and large institutions have $5.27B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 34 closing their positions.

Holders
471
Holders Change
+36
Holders Change %
+8.28%
% of All Funds
6.91%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
77
Increased
124
Reduced
178
Closed
34
Calls
$23.9M
Puts
$24.5M
Net Calls
-$578K
Net Calls Change
+$1.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$118M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$131M
3
Invesco
3
Invesco
Georgia
$86.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$41M
5
SO
5
STRS Ohio
Ohio
$23.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.86M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$48.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$707M
4
BlackRock
4
BlackRock
New York
$637M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
476
Truist Financial
North Carolina
– -$1.07M -29,293 Closed
Marshall Wace
477
Marshall Wace
United Kingdom
– -$1.04M -28,342 Closed
FRM
478
Fox Run Management
Connecticut
– -$1M -27,427 Closed
QCM
479
Qsemble Capital Management
New York
– -$762K -20,800 Closed
NYLIM
480
New York Life Investment Management
New York
– -$721K -19,679 Closed
IFU
481
iSAM Funds (UK)
United Kingdom
– -$611K -16,685 Closed
Bank of Nova Scotia
482
Bank of Nova Scotia
Ontario, Canada
– -$571K -15,600 Closed
CS
483
Candriam SCA
Luxembourg
– -$560K -15,301 Closed
TC
484
TwinBeech Capital
New York
– -$486K -13,271 Closed
MFS
485
Mirabella Financial Services
United Kingdom
– -$470K -12,827 Closed
AIM
486
Aigen Investment Management
New York
– -$403K -10,993 Closed
DC
487
Davenport & Co
Virginia
– -$336K -9,160 Closed
DT
488
Diversified Trust
Tennessee
– -$328K -8,957 Closed
OQS
489
Occudo Quantitative Strategies
Florida
– -$266K -7,263 Closed
BC
490
Bridgefront Capital
Texas
– -$259K -7,062 Closed
PMAM
491
Penn Mutual Asset Management
Pennsylvania
– -$244K -6,650 Closed
DTL
492
Dynamic Technology Lab
Singapore
– -$230K -6,271 Closed
Cetera Investment Advisers
493
Cetera Investment Advisers
Illinois
– -$228K -6,238 Closed
Cambridge Investment Research Advisors
494
Cambridge Investment Research Advisors
Iowa
– -$200K -5,463 Closed
CMBA
495
C.M. Bidwell & Associates
Hawaii
– -$155K -4,232 Closed
CFB
496
Cullen/Frost Bankers
Texas
– -$47.6K -1,300 Closed
ETC
497
Exchange Traded Concepts
Oklahoma
– -$45.8K -1,250 Closed
KI
498
Kapitalo Investimentos
Brazil
– -$21.7K -592 Closed
SC
499
SouthState Corp
Florida
– -$11.8K -321 Closed
GIA
500
GHP Investment Advisors
Colorado
– -$10.6K -320 Closed
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