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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$9.67M -$2.78M -78,484 -25%
RJA
77
Raymond James & Associates
Florida
$9.46M +$2.73M +77,131 +49%
AACR
78
ACR Alpine Capital Research
Missouri
$9.36M +$300K +8,474 +4%
SSA
79
Schonfeld Strategic Advisors
New York
$9.33M +$7.8M +220,494 +2,123%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$9.3M +$2.28M +64,524 +39%
AIG
81
American International Group
New York
$9.19M -$765K -21,616 -9%
Renaissance Technologies
82
Renaissance Technologies
New York
$9.12M +$7.98M +225,589 New
Jane Street
83
Jane Street
New York
$8.92M -$19.8M -560,437 -72%
MIM
84
Merrion Investment Management
New Jersey
$8.66M
Cerity Partners
85
Cerity Partners
New York
$7.94M +$5.75M +162,442 +476%
SEI Investments
86
SEI Investments
Pennsylvania
$7.92M +$885K +25,023 +15%
CS
87
Credit Suisse
Switzerland
$7.69M +$530K +14,976 +9%
LI
88
Lafayette Investments
Maryland
$7.49M -$77.6K -2,195 -1%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$7.35M -$309K -8,738 -5%
First Trust Advisors
90
First Trust Advisors
Illinois
$7.3M -$8.12M -229,621 -56%
Franklin Resources
91
Franklin Resources
California
$6.95M +$3.53M +99,895 +139%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$6.49M +$21.9K +620 +0.4%
Man Group
93
Man Group
United Kingdom
$6.43M +$5.63M +159,218 New
PCM
94
Prana Capital Management
Connecticut
$6.38M +$5.58M +157,809 New
GF
95
Gabelli Funds
New York
$6.33M -$35.4K -1,000 -0.6%
BIAS
96
Beacon Investment Advisory Services
New Jersey
$6.06M -$71.4K -2,019 -1%
WW
97
Waterfront Wealth
Kansas
$6.06M -$544K -15,389 -9%
SPS
98
Susquehanna Portfolio Strategies
Pennsylvania
$5.97M +$5.23M +147,755 New
Canada Life
99
Canada Life
Manitoba, Canada
$5.9M -$56K -1,582 -1%
TPSF
100
Texas Permanent School Fund
Texas
$5.88M -$165K -4,673 -3%

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.