Jefferies Financial Group
474 hedge funds and large institutions have $5.27B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 124 increasing their positions, 179 reducing their positions, and 34 closing their positions.
129% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 34
10% more capital invested
Capital invested by funds: $4.79B → $5.27B (+$480M)
8% more funds holding
Funds holding: 437 → 474 (+37)
2.93% more ownership
Funds ownership: 59.1% → 62.03% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
2% less call options, than puts
Call options by funds: $23.9M | Put options by funds: $24.5M
31% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$55.4M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$49.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$29.8M |
| 4 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$19.6M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$67.7M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$54.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28.9M |
| 4 |
BlackRock
New York
|
-$27.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$26.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KI
501
Kapitalo Investimentos
Sao Paulo,
Brazil
| – | -$21.7K | -592 | Closed |
|
|
SC
502
SouthState Corp
Winter Haven,
Florida
| – | -$11.8K | -321 | Closed |
|
|
GIA
503
GHP Investment Advisors
Denver,
Colorado
| – | -$10.6K | -320 | Closed |
|
504
EARNEST Partners
Atlanta,
Georgia
| – | -$5.5K | -150 | Closed |
|
|
BAAM
505
Baker Avenue Asset Management
San Francisco,
California
| – | -$3.81K | -104 | Closed |
|
JEF Hedge Fund Activity: Q4 2023 in Review
474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2023, worth a combined $5.27B — up 10% from $4.79B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new JEF positions and 34 closed out — a net gain of 44 holders — while 124 added to existing stakes and 179 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $55.4M. The largest seller was Citadel Advisors, cutting an estimated $67.7M.
- 474 institutional investors held Jefferies Financial Group (JEF) as of Q4 2023, up from 437 in Q3 2023.
- Funds reported $5.27B of Jefferies Financial Group stock for Q4 2023, up 10% quarter-over-quarter.
- 78 funds opened new Jefferies Financial Group positions in Q4 2023 and 34 closed out, a net change of +44 holders.
- The largest Jefferies Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $55.4M added.
- The largest Jefferies Financial Group seller in Q4 2023 was Citadel Advisors, an estimated $67.7M sold.
Based on aggregated 13F filings for Q4 2023.