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Jefferies Financial Group

491 hedge funds and large institutions have $6.76B invested in Jefferies Financial Group in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $16.2M

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

18% more capital invested

Capital invested by funds: $5.74B → $6.76B (+$1.02B)

2.54% more ownership

Funds ownership: 61.55%64.1% (+2.5%)

2% more funds holding

Funds holding: 481491 (+10)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
491
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
7.09%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
67
Increased
155
Reduced
150
Closed
46
Calls
$26.5M
Puts
$16.2M
Net Calls
+$10.3M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$23.9M +$15.3M +340,600 +244%
Ameriprise
52
Ameriprise
Minnesota
$22.7M -$524K -11,664 -2%
AAMU
53
AEGON Asset Management (UK)
United Kingdom
$22.7M +$17.9M +398,145 +681%
GCM
54
GoodHaven Capital Management
New Jersey
$22.4M
Berkshire Hathaway
55
Berkshire Hathaway
Nebraska
$21.6M
MIFH
56
Migdal Insurance & Financial Holdings
Israel
$21.1M +$19.1M +425,000 New
NW
57
NewEdge Wealth
Pennsylvania
$20.5M +$525K +11,686 +3%
RR
58
Robotti Robert
$20.5M -$270K -6,019 -1%
GC
59
Guggenheim Capital
Illinois
$20.3M -$400K -8,912 -2%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$20.2M -$252K -5,624 -1%
Fisher Asset Management
61
Fisher Asset Management
Washington
$19.9M +$3.66M +81,438 +26%
SEI Investments
62
SEI Investments
Pennsylvania
$18.8M +$51.1K +1,139 +0.3%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$18.5M -$3.11M -69,184 -16%
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$18.5M +$8.6M +191,550 +106%
Legal & General Group
65
Legal & General Group
United Kingdom
$18.3M -$2.01M -44,830 -11%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$17.7M +$541K +12,050 +4%
Swiss National Bank
67
Swiss National Bank
Switzerland
$16.6M +$58.3K +1,300 +0.4%
First Manhattan
68
First Manhattan
New York
$15.2M -$60.9K -1,357 -0.4%
RJA
69
Raymond James & Associates
Florida
$14.8M +$619K +13,801 +5%
OC
70
Oppenheimer & Co
New York
$14.5M -$96.5K -2,151 -0.7%
Wells Fargo
71
Wells Fargo
California
$14.5M +$905K +20,157 +7%
CIM
72
Cambria Investment Management
California
$14.1M +$324K +7,219 +3%
BAMCO Inc
73
BAMCO Inc
New York
$13.9M
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$13.2M -$49.6K -1,106 -0.4%
RPA
75
Rock Point Advisors
Vermont
$13.1M -$2.43M -54,215 -17%

JEF Hedge Fund Activity: Q2 2024 in Review

491 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2024, worth a combined $6.76B — up 18% from $5.74B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JEF positions and 46 closed out — a net gain of 21 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Citigroup, adding an estimated $94.7M. The largest seller was AllianceBernstein, cutting an estimated $35M.

  • 491 institutional investors held Jefferies Financial Group (JEF) as of Q2 2024, up from 481 in Q1 2024.
  • Funds reported $6.76B of Jefferies Financial Group stock for Q2 2024, up 18% quarter-over-quarter.
  • 67 funds opened new Jefferies Financial Group positions in Q2 2024 and 46 closed out, a net change of +21 holders.
  • The largest Jefferies Financial Group buyer in Q2 2024 was Citigroup, an estimated $94.7M added.
  • The largest Jefferies Financial Group seller in Q2 2024 was AllianceBernstein, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2024.