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Jefferies Financial Group
JEF

Overview Fund Activity

530 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, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+41
Holders Change %
+8.38%
% of All Funds
7.67%
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
197
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 %
WT
476
Whittier Trust
California
$12.4K – – –
PFBT
477
Parkside Financial Bank & Trust
Missouri
$12.3K -$369 -6 -3%
GI
478
GAMMA Investing
California
$12.2K +$6.16K +100 +101%
HWM
479
Hemington Wealth Management
Virginia
$12K +$12K +195 New
JWA
480
JFS Wealth Advisors
Pennsylvania
$11.4K +$369 +6 +3%
AGWCA
481
Annis Gardner Whiting Capital Advisors
Florida
$10.7K – – –
BCMLT
482
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.4K +$10.4K +169 New
LFA
483
LGT Financial Advisors
Texas
$10.2K – – –
MAM
484
Meeder Asset Management
Ohio
$9.91K +$9.91K +161 New
PTC
485
Private Trust Company
Ohio
$8.99K +$800 +13 +10%
Jones Financial Companies
486
Jones Financial Companies
Missouri
$8.55K +$8.55K +140 New
Fuller & Thaler Asset Management
487
Fuller & Thaler Asset Management
California
$8.12K – – –
BGAI
488
Bruce G. Allen Investments
Colorado
$7.14K -$246 -4 -3%
BIA
489
Bell Investment Advisors
California
$6.83K -$1.35K -22 -17%
HCP
490
Hexagon Capital Partners
Arkansas
$6.71K -$862 -14 -11%
CA
491
Clearstead Advisors
Ohio
$6.5K +$674 +11 +12%
CFGS
492
Concourse Financial Group Securities
Alabama
$6.22K – – –
IA
493
IFP Advisors
Florida
$5.29K -$21.3K -346 -80%
HFM
494
Harvest Fund Management
China
$5K -$5K -76 -50%
GWP
495
Gen-Wealth Partners
Michigan
$4.59K +$4.59K +71 New
CJ
496
Caitlin John
Michigan
$4.51K – – –
CPA
497
Capital Performance Advisors
California
$4.49K +$4.49K +73 New
GRP
498
Global Retirement Partners
California
$4.43K -$369 -6 -8%
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$4.31K – – –
BBHC
500
Brown Brothers Harriman & Co
New York
$4.25K +$4.25K +69 New
18 19
20
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