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.
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: 15 → 17 (+2)
9% more capital invested
Capital invested by funds: $5.27B → $5.74B (+$466M)
1% more funds holding
Funds holding: 474 → 481 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$120M |
| 2 |
Barclays
London,
United Kingdom
|
+$45.3M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$39.7M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$28.9M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$60.6M |
| 2 |
Morgan Stanley
New York
|
-$46.2M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$36.7M |
| 4 |
Millennium Management
New York
|
-$20.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$17.9M |
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.