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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.

New
Increased
Maintained
Reduced
Closed

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: 437474 (+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: 1515 (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

Holders
474
Holders Change
+37
Holders Change %
+8.47%
% 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
78
Increased
124
Reduced
179
Closed
34
Calls
$23.9M
Puts
$24.5M
Net Calls
-$577K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
51
Loomis, Sayles & Company
Massachusetts
$16.8M +$14.7M +416,445 New
Russell Investments Group
52
Russell Investments Group
United Kingdom
$15.9M -$286K -8,080 -2%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$15.3M -$157K -4,427 -1%
IR
54
IAT Reinsurance
New York
$14.6M
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$14.5M -$891K -25,198 -7%
NW
56
NewEdge Wealth
Pennsylvania
$14.4M +$1.08M +30,539 +9%
RPA
57
Rock Point Advisors
Vermont
$14.3M +$51.6K +1,460 +0.4%
UBS AM
58
UBS AM
Illinois
$13.5M -$566K -16,002 -5%
CCM
59
Cinctive Capital Management
New York
$13.4M +$2.06M +58,299 +21%
Swiss National Bank
60
Swiss National Bank
Switzerland
$13.4M -$1.15M -32,400 -9%
Fisher Asset Management
61
Fisher Asset Management
Washington
$13.3M -$494K -13,967 -4%
HF
62
HRT Financial
New York
$13.1M -$282K -7,963 -2%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$12.7M +$9.76M +275,848 +713%
First Manhattan
64
First Manhattan
New York
$12.6M
GC
65
Guggenheim Capital
Illinois
$12.1M -$813K -22,973 -7%
IP
66
Interval Partners
New York
$11.9M +$6.5M +183,711 +167%
Boston Partners
67
Boston Partners
Massachusetts
$11.5M +$3.68M +104,026 +58%
BAMCO Inc
68
BAMCO Inc
New York
$11.3M
CIM
69
Cambria Investment Management
California
$11.2M +$1.28M +36,256 +15%
Wells Fargo
70
Wells Fargo
California
$10.6M +$3.07M +86,700 +49%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$10.3M -$63.4K -1,793 -0.7%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$10.2M +$8.96M +253,437 New
Victory Capital Management
73
Victory Capital Management
Texas
$10.1M -$19.7M -557,403 -69%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$10.1M +$2.02K +57 +0%
Squarepoint
75
Squarepoint
New York
$10M -$2.44M -69,104 -22%

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.