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Jefferies Financial Group
JEF

Overview Fund Activity

580 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, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+50
Holders Change %
+9.43%
% of All Funds
7.72%
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
209
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M

Top Buyers

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

Top Sellers

1
FPA
First Pacific Advisors
California
$220M
2
Citadel Advisors
Citadel Advisors
Florida
$15M
3
DSC
Donald Smith & Co
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.5M
5
Amundi
Amundi
France
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
476
Cullen/Frost Bankers
Texas
$115K – – –
CCM
477
CAAS Capital Management
New York
$107K +$107K +1,370 New
GWM
478
Geneos Wealth Management
Colorado
$105K – – –
FDCDDQ
479
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K -$17.1K -218 -14%
AFG
480
Albion Financial Group
Utah
$98.8K – – –
WTA
481
Washington Trust Advisors
Massachusetts
$96.6K – – –
CFD
482
Creative Financial Designs
Indiana
$95.9K +$11.9K +152 +14%
GM
483
GeoWealth Management
Illinois
$91.9K -$5.33K -68 -5%
CA
484
Continuum Advisory
Idaho
$79.2K +$784 +10 +1%
SAM
485
Smartleaf Asset Management
Massachusetts
$71.5K +$22.4K +284 +46%
VWM
486
Venturi Wealth Management
Texas
$69.1K +$8.62K +110 +14%
HNW
487
High Note Wealth
Minnesota
$63.7K +$63.7K +812 New
VCM
488
Versant Capital Management
Arizona
$61.8K – – –
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
$58.2K +$9.96K +127 +21%
IA
490
IFP Advisors
Florida
$57.9K +$51.1K +652 +758%
EB
491
Eastern Bank
Massachusetts
$53.2K – – –
PTC
492
Private Trust Company
Ohio
$51.1K +$39.7K +506 +347%
AAP
493
Arax Advisory Partners
Colorado
$48.9K +$2.27K +29 +5%
PS
494
Principal Securities
Iowa
$45.1K +$27.8K +355 +161%
MA
495
Montag & Associates
Georgia
$44.5K – – –
WSFS
496
Wilmington Savings Fund Society
Delaware
$41.1K – – –
RIL
497
Rothschild Investment LLC
Illinois
$40.5K – – –
GI
498
GAMMA Investing
California
$40.3K +$24.7K +315 +158%
DMBA
499
Deseret Mutual Benefit Administrators
Utah
$38.5K – – –
RA
500
Rise Advisors
New York
$35.1K +$157 +2 +0.4%
18 19
20
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