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Jefferies Financial Group

481 hedge funds and large institutions have $5.74B invested in Jefferies Financial Group in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 145 increasing their positions, 165 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

16% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $20.1M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9% more capital invested

Capital invested by funds: $5.27B → $5.74B (+$466M)

1% more funds holding

Funds holding: 474481 (+7)

0.48% less ownership

Funds ownership: 62.03%61.55% (-0.48%)

12% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 165

Holders
481
Holders Change
+7
Holders Change %
+1.48%
% of All Funds
6.93%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.24%
New
59
Increased
145
Reduced
165
Closed
48
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$18.4M +$4.87M +116,998 +39%
RR
52
Robotti Robert
$18.4M -$150K -3,605 -0.9%
Legal & General Group
53
Legal & General Group
United Kingdom
$18.2M -$1.4M -33,572 -8%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$18.1M +$704K +16,909 +4%
NW
55
NewEdge Wealth
Pennsylvania
$17.5M +$1.8M +43,146 +12%
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$17.4M +$15.2M +364,242 +1,166%
SEI Investments
57
SEI Investments
Pennsylvania
$16.6M +$7.53M +180,702 +92%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$15.1M -$616K -14,789 -4%
Swiss National Bank
59
Swiss National Bank
Switzerland
$14.7M +$25K +600 +0.2%
UBS AM
60
UBS AM
Illinois
$14.4M -$302K -7,251 -2%
Fisher Asset Management
61
Fisher Asset Management
Washington
$14M -$521K -12,513 -4%
RPA
62
Rock Point Advisors
Vermont
$14M -$1.53M -36,639 -10%
First Manhattan
63
First Manhattan
New York
$13.5M -$224K -5,376 -2%
OC
64
Oppenheimer & Co
New York
$12.9M -$6.76M -162,403 -36%
RJA
65
Raymond James & Associates
Florida
$12.5M +$2.05M +49,325 +21%
BAMCO Inc
66
BAMCO Inc
New York
$12.3M
CIM
67
Cambria Investment Management
California
$12.2M -$54.6K -1,310 -0.5%
Wells Fargo
68
Wells Fargo
California
$11.9M +$350K +8,408 +3%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$11.8M +$578K +13,885 +5%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$10.9M -$346K -8,306 -3%
IP
71
Interval Partners
New York
$10.5M -$2.31M -55,368 -19%
AACR
72
ACR Alpine Capital Research
Missouri
$10.5M +$235K +5,652 +2%
Boston Partners
73
Boston Partners
Massachusetts
$10.4M -$2.03M -48,646 -17%
Citadel Advisors
74
Citadel Advisors
Florida
$10M +$5.47M +131,273 +137%
AIG
75
American International Group
New York
$9.9M -$124K -2,967 -1%

JEF Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2024, worth a combined $5.74B — up 8.8% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JEF positions and 48 closed out — a net gain of 11 holders — while 145 added to existing stakes and 165 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $120M. The largest seller was Vanguard Group, cutting an estimated $60.6M.

  • 481 institutional investors held Jefferies Financial Group (JEF) as of Q1 2024, up from 474 in Q4 2023.
  • Funds reported $5.74B of Jefferies Financial Group stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 59 funds opened new Jefferies Financial Group positions in Q1 2024 and 48 closed out, a net change of +11 holders.
  • The largest Jefferies Financial Group buyer in Q1 2024 was Allspring Global Investments, an estimated $120M added.
  • The largest Jefferies Financial Group seller in Q1 2024 was Vanguard Group, an estimated $60.6M sold.

Based on aggregated 13F filings for Q1 2024.