We are live on ! Find out more
JEF icon

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
TI
76
Trexquant Investment
Connecticut
$12.7M +$11.2M +249,248 +3,770%
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$12.6M -$6.42M -142,982 -36%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$12.4M -$661K -14,732 -6%
AACR
79
ACR Alpine Capital Research
Missouri
$12M +$126K +2,815 +1%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$11.4M -$773K -17,228 -7%
Boston Partners
81
Boston Partners
Massachusetts
$11.1M -$555K -12,368 -5%
American Century Companies
82
American Century Companies
Missouri
$11M +$2.96M +65,962 +42%
CF
83
Corebridge Financial
Texas
$10.7M +$9.66M +215,267 New
MIM
84
Merrion Investment Management
New Jersey
$10.7M
Man Group
85
Man Group
United Kingdom
$10.6M +$7.31M +162,871 +318%
Cerity Partners
86
Cerity Partners
New York
$10.4M -$10.7M -239,298 -53%
AQR Capital Management
87
AQR Capital Management
Connecticut
$9.45M -$60K -1,336 -0.7%
LI
88
Lafayette Investments
Maryland
$9.09M -$96.4K -2,147 -1%
WHGC
89
Wealth High Governance Capital
Brazil
$8.96M +$8.08M +180,000 New
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$8.37M -$157K -3,509 -2%
Canada Life
91
Canada Life
Manitoba, Canada
$8.37M +$789K +17,568 +12%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$8.24M +$6.28M +139,882 +545%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$8.17M +$739K +16,462 +11%
BIAS
94
Beacon Investment Advisory Services
New Jersey
$7.96M +$58.2K +1,297 +0.8%
BCAM
95
Boston Common Asset Management
Massachusetts
$7.94M +$2.86M +63,766 +67%
WW
96
Waterfront Wealth
Kansas
$7.45M -$46.4K -1,033 -0.7%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.34M -$121K -2,702 -2%
AG
98
Algert Global
California
$7.29M +$742K +16,531 +13%
GF
99
Gabelli Funds
New York
$7.15M -$157K -3,500 -2%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$7.06M +$5.94M +132,414 +1,387%

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.