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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
FWSM
101
First Wilshire Securities Management
California
$5.82M -$185K -5,241 -4%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.76M -$419K -11,859 -8%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$5.6M +$75.1K +2,123 +2%
ACL
104
Azora Capital LP
Florida
$5.42M +$4.74M +134,107 New
AG
105
Algert Global
California
$5.4M +$481K +13,593 +11%
RG
106
Retirement Group
California
$5.39M +$43.5K +1,229 +0.9%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$5.24M -$990K -27,984 -18%
AL
108
Arnhold LLC
New York
$5.16M
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$5.06M -$881K -24,908 -17%
LDB
110
Lee, Danner & Bass
Tennessee
$5.04M -$301K -8,500 -6%
PCM
111
Poehling Capital Management
Wisconsin
$4.95M -$19.5K -550 -0.4%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$4.76M -$346K -9,783 -8%
Prudential Financial
113
Prudential Financial
New Jersey
$4.75M -$654K -18,490 -14%
RIM
114
Redwood Investment Management
Arizona
$4.62M +$4.05M +114,400 New
BGIM
115
Brandywine Global Investment Management
Pennsylvania
$4.6M -$7.14M -201,820 -64%
KS
116
Karpas Strategies
Connecticut
$4.6M -$119K -3,370 -3%
Two Sigma Investments
117
Two Sigma Investments
New York
$4.56M +$36.2K +1,024 +0.9%
LPL Financial
118
LPL Financial
California
$4.49M +$307K +8,693 +8%
UBS Group
119
UBS Group
Switzerland
$4.46M -$1.08M -30,423 -22%
Deutsche Bank
120
Deutsche Bank
Germany
$4.45M -$8.88K -251 -0.2%
AB
121
Amalgamated Bank
New York
$4.41M -$411K -11,609 -10%
ECP
122
Epacria Capital Partners
Colorado
$4.34M
KBC Group
123
KBC Group
Belgium
$4.29M +$12K +338 +0.3%
ICM
124
Intrepid Capital Management
Florida
$4.22M -$131K -3,702 -3%
MOACM
125
Mutual of America Capital Management
New York
$4.22M -$381K -10,757 -9%

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.