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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.

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 %
AQR Capital Management
76
AQR Capital Management
Connecticut
$9.67M -$3.17M -78,484 -25%
RJA
77
Raymond James & Associates
Florida
$9.46M +$3.12M +77,131 +49%
AACR
78
ACR Alpine Capital Research
Missouri
$9.36M +$342K +8,474 +4%
SSA
79
Schonfeld Strategic Advisors
New York
$9.33M +$8.91M +220,494 +2,123%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$9.3M +$2.61M +64,524 +39%
AIG
81
American International Group
New York
$9.19M -$874K -21,616 -9%
Renaissance Technologies
82
Renaissance Technologies
New York
$9.12M +$9.12M +225,589 New
Jane Street
83
Jane Street
New York
$8.92M -$22.6M -560,437 -72%
MIM
84
Merrion Investment Management
New Jersey
$8.66M – – –
Cerity Partners
85
Cerity Partners
New York
$7.94M +$6.56M +162,442 +476%
SEI Investments
86
SEI Investments
Pennsylvania
$7.92M +$1.01M +25,023 +15%
CS
87
Credit Suisse
Switzerland
$7.69M +$605K +14,976 +9%
LI
88
Lafayette Investments
Maryland
$7.49M -$88.7K -2,195 -1%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$7.35M -$353K -8,738 -5%
First Trust Advisors
90
First Trust Advisors
Illinois
$7.3M -$9.28M -229,621 -56%
Franklin Resources
91
Franklin Resources
California
$6.95M +$4.04M +99,895 +139%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$6.49M +$25.1K +620 +0.4%
Man Group
93
Man Group
United Kingdom
$6.43M +$6.43M +159,218 New
PCM
94
Prana Capital Management
Connecticut
$6.38M +$6.38M +157,809 New
GF
95
Gabelli Funds
New York
$6.33M -$40.4K -1,000 -0.6%
BIAS
96
Beacon Investment Advisory Services
New Jersey
$6.06M -$81.6K -2,019 -1%
WW
97
Waterfront Wealth
Kansas
$6.06M -$622K -15,389 -9%
SPS
98
Susquehanna Portfolio Strategies
Pennsylvania
$5.97M +$5.97M +147,755 New
Canada Life
99
Canada Life
Manitoba, Canada
$5.9M -$63.8K -1,582 -1%
TPSF
100
Texas Permanent School Fund
Texas
$5.88M -$189K -4,673 -3%
2 3
4
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