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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
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$6.82M -$246K -5,474 -4%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$6.74M +$1.96M +43,652 +48%
RIM
103
Redwood Investment Management
Arizona
$6.53M -$1.55M -34,627 -22%
UBS Group
104
UBS Group
Switzerland
$6.09M -$760K -16,932 -12%
Deutsche Bank
105
Deutsche Bank
Germany
$6.09M +$2.84M +63,322 +107%
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$6.09M +$18.7K +416 +0.3%
PCM
107
Poehling Capital Management
Wisconsin
$5.98M -$92.6K -2,064 -2%
AL
108
Arnhold LLC
New York
$5.91M -$404K -9,000 -7%
LDB
109
Lee, Danner & Bass
Tennessee
$5.86M +$5.28M +117,740 New
Squarepoint
110
Squarepoint
New York
$5.79M -$2.76M -61,508 -35%
IP
111
Interval Partners
New York
$5.65M -$5.6M -124,800 -52%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$5.6M +$477K +10,617 +10%
BGIM
113
Brandywine Global Investment Management
Pennsylvania
$5.59M -$78.1K -1,740 -2%
KS
114
Karpas Strategies
Connecticut
$5.56M -$68.3K -1,522 -1%
KBC Group
115
KBC Group
Belgium
$5.43M +$28.1K +625 +0.6%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$5.37M +$304K +6,763 +7%
ECP
117
Epacria Capital Partners
Colorado
$5.35M
LPL Financial
118
LPL Financial
California
$5.3M -$223K -4,962 -4%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$5.28M +$2.86M +63,658 +150%
1CM
120
1492 Capital Management
Wisconsin
$4.98M -$24.1K -536 -0.5%
AAIM
121
American Assets Investment Management
California
$4.98M
RC
122
RBF Capital
California
$4.98M
MOACM
123
Mutual of America Capital Management
New York
$4.83M -$175K -3,898 -4%
Canada Pension Plan Investment Board
124
Canada Pension Plan Investment Board
Ontario, Canada
$4.83M
Corient Private Wealth
125
Corient Private Wealth
Florida
$4.76M +$1.22M +27,227 +35%

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.