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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.

New
Increased
Maintained
Reduced
Closed
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 %
Loomis, Sayles & Company
51
Loomis, Sayles & Company
Massachusetts
$16.8M +$16.8M +416,445 New
Russell Investments Group
52
Russell Investments Group
United Kingdom
$15.9M -$327K -8,080 -2%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$15.3M -$179K -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 -$1.02M -25,198 -7%
NW
56
NewEdge Wealth
Pennsylvania
$14.4M +$1.23M +30,539 +9%
RPA
57
Rock Point Advisors
Vermont
$14.3M +$59K +1,460 +0.4%
UBS AM
58
UBS AM
Illinois
$13.5M -$647K -16,002 -5%
CCM
59
Cinctive Capital Management
New York
$13.4M +$2.36M +58,299 +21%
Swiss National Bank
60
Swiss National Bank
Switzerland
$13.4M -$1.31M -32,400 -9%
Fisher Asset Management
61
Fisher Asset Management
Washington
$13.3M -$564K -13,967 -4%
HF
62
HRT Financial
New York
$13.1M -$322K -7,963 -2%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$12.7M +$11.1M +275,848 +713%
First Manhattan
64
First Manhattan
New York
$12.6M – – –
GC
65
Guggenheim Capital
Illinois
$12.1M -$928K -22,973 -7%
IP
66
Interval Partners
New York
$11.9M +$7.42M +183,711 +167%
Boston Partners
67
Boston Partners
Massachusetts
$11.5M +$4.2M +104,026 +58%
BAMCO Inc
68
BAMCO Inc
New York
$11.3M – – –
CIM
69
Cambria Investment Management
California
$11.2M +$1.47M +36,256 +15%
Wells Fargo
70
Wells Fargo
California
$10.6M +$3.5M +86,700 +49%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$10.3M -$72.5K -1,793 -0.7%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$10.2M +$10.2M +253,437 New
Victory Capital Management
73
Victory Capital Management
Texas
$10.1M -$22.5M -557,403 -69%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$10.1M +$2.3K +57 +0%
Squarepoint
75
Squarepoint
New York
$10M -$2.79M -69,104 -22%
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