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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
MIM
76
Merrion Investment Management
New Jersey
$9.45M
AQR Capital Management
77
AQR Capital Management
Connecticut
$8.44M -$1.99M -47,858 -20%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$8.36M +$609K +14,612 +6%
CS
79
Credit Suisse
Switzerland
$8.2M -$184K -4,411 -2%
Two Sigma Investments
80
Two Sigma Investments
New York
$8.18M +$3.03M +72,730 +65%
LI
81
Lafayette Investments
Maryland
$8.15M -$29.5K -708 -0.4%
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$7.96M +$7.52M +180,472 New
Squarepoint
83
Squarepoint
New York
$7.84M -$2.91M -69,807 -28%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$7.57M -$423K -10,151 -6%
SSA
85
Schonfeld Strategic Advisors
New York
$7.45M -$2.58M -62,035 -27%
BIAS
86
Beacon Investment Advisory Services
New Jersey
$7M +$359K +8,615 +6%
RIM
87
Redwood Investment Management
Arizona
$6.91M +$1.76M +42,323 +37%
American Century Companies
88
American Century Companies
Missouri
$6.85M +$4.48M +107,473 +224%
Canada Life
89
Canada Life
Manitoba, Canada
$6.64M +$181K +4,336 +3%
IR
90
IAT Reinsurance
New York
$6.63M
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.62M +$321K +7,713 +5%
WW
92
Waterfront Wealth
Kansas
$6.58M +$39.2K +942 +0.6%
TPSF
93
Texas Permanent School Fund
Texas
$6.54M +$123K +2,963 +2%
SPS
94
Susquehanna Portfolio Strategies
Pennsylvania
$6.52M
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$6.51M +$1.25M +30,016 +25%
GF
96
Gabelli Funds
New York
$6.49M -$396K -9,500 -6%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$6.29M -$750K -17,996 -11%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$6.16M +$2.82M +67,800 +94%
UBS Group
99
UBS Group
Switzerland
$6.14M +$1.21M +29,050 +26%
ECM
100
ExodusPoint Capital Management
New York
$5.96M +$4.48M +107,677 +394%

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.