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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 %
FWSM
101
First Wilshire Securities Management
California
$5.82M -$212K -5,241 -4%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.76M -$479K -11,859 -8%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$5.6M +$85.8K +2,123 +2%
ACL
104
Azora Capital LP
Florida
$5.42M +$5.42M +134,107 New
AG
105
Algert Global
California
$5.4M +$549K +13,593 +11%
RG
106
Retirement Group
California
$5.39M +$49.7K +1,229 +0.9%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$5.24M -$1.13M -27,984 -18%
AL
108
Arnhold LLC
New York
$5.16M – – –
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$5.06M -$1.01M -24,908 -17%
LDB
110
Lee, Danner & Bass
Tennessee
$5.04M -$344K -8,500 -6%
PCM
111
Poehling Capital Management
Wisconsin
$4.95M -$22.2K -550 -0.4%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$4.76M -$395K -9,783 -8%
Prudential Financial
113
Prudential Financial
New Jersey
$4.75M -$747K -18,490 -14%
RIM
114
Redwood Investment Management
Arizona
$4.62M +$4.62M +114,400 New
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$4.6M -$8.16M -201,820 -64%
KS
116
Karpas Strategies
Connecticut
$4.6M -$136K -3,370 -3%
Two Sigma Investments
117
Two Sigma Investments
New York
$4.56M +$41.4K +1,024 +0.9%
LPL Financial
118
LPL Financial
California
$4.49M +$351K +8,693 +8%
UBS Group
119
UBS Group
Switzerland
$4.46M -$1.23M -30,423 -22%
Deutsche Bank
120
Deutsche Bank
Germany
$4.45M -$10.1K -251 -0.2%
AB
121
Amalgamated Bank
New York
$4.41M -$469K -11,609 -10%
ECP
122
Epacria Capital Partners
Colorado
$4.34M – – –
KBC Group
123
KBC Group
Belgium
$4.29M +$13.7K +338 +0.3%
ICM
124
Intrepid Capital Management
Florida
$4.22M -$150K -3,702 -3%
MOACM
125
Mutual of America Capital Management
New York
$4.22M -$435K -10,757 -9%
3 4
5
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