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Jefferies Financial Group
JEF

Overview Fund Activity

479 hedge funds and large institutions have $5.74B invested in Jefferies Financial Group in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 165 reducing their positions, and 46 closing their positions.

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.95%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
58
Increased
145
Reduced
165
Closed
46
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$270M
2
Barclays
2
Barclays
United Kingdom
$72M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$77.5M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$74.3M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$18.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$707M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.4M
3
CVA
3
Ceredex Value Advisors
Florida
$3.66M
4
Millennium Management
4
Millennium Management
New York
$56.3M
5
Northern Trust
5
Northern Trust
Illinois
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
101
Retirement Group
California
$5.91M +$20.2K +458 +0.3%
AG
102
Algert Global
California
$5.73M -$163K -3,694 -3%
CSS
103
Cubist Systematic Strategies
Connecticut
$5.69M +$5.48M +124,208 +2,623%
AL
104
Arnhold LLC
New York
$5.63M – – –
First Trust Advisors
105
First Trust Advisors
Illinois
$5.54M -$2.42M -54,951 -30%
PCM
106
Poehling Capital Management
Wisconsin
$5.39M -$5.07K -115 -0.1%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$5.38M -$338K -7,656 -6%
BGIM
108
Brandywine Global Investment Management
Pennsylvania
$5.03M +$15K +339 +0.3%
KS
109
Karpas Strategies
Connecticut
$5M -$21.1K -478 -0.4%
LPL Financial
110
LPL Financial
California
$4.92M +$12.6K +286 +0.3%
KBC Group
111
KBC Group
Belgium
$4.79M +$107K +2,418 +2%
ECP
112
Epacria Capital Partners
Colorado
$4.74M – – –
BCM
113
Bridgeway Capital Management
Texas
$4.6M – – –
BA
114
Bridgewater Associates
Connecticut
$4.54M +$3.14M +71,181 +225%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$4.49M -$1.03M -23,436 -19%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$4.46M -$1.65M -37,413 -27%
MOACM
117
Mutual of America Capital Management
New York
$4.46M -$145K -3,290 -3%
AB
118
Amalgamated Bank
New York
$4.45M -$369K -8,369 -8%
1CM
119
1492 Capital Management
Wisconsin
$4.44M +$274K +6,215 +7%
AAIM
120
American Assets Investment Management
California
$4.41M – – –
RC
121
RBF Capital
California
$4.41M – – –
MWM
122
Modera Wealth Management
New Jersey
$4.32M -$143K -3,241 -3%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$4.28M – – –
EIM
124
Ervin Investment Management
Washington
$4.26M -$51.2K -1,160 -1%
MIM
125
MetLife Investment Management
New Jersey
$4.26M -$79.3K -1,799 -2%
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5
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