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Jefferies Financial Group

583 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 51

88% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $52.8M

34% more capital invested

Capital invested by funds: $8.94B → $12B (+$3.02B)

9% more funds holding

Funds holding: 533583 (+50)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3.47% more ownership

Funds ownership: 70.76%74.23% (+3.5%)

21% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 212

Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
7.68%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
212
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.5M -$210K -2,919 -2%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$10.5M -$53.6M -745,424 -85%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$10.4M -$9.51M -132,174 -50%
Millennium Management
104
Millennium Management
New York
$10.4M -$31.8M -442,307 -77%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$9.99M -$636K -8,845 -6%
EF
106
Empowered Funds
Pennsylvania
$9.76M +$5.95M +82,674 +198%
BCAM
107
Boston Common Asset Management
Massachusetts
$9.35M -$2.91M -40,484 -25%
PCM
108
Poehling Capital Management
Wisconsin
$9.14M -$119K -1,660 -1%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$8.98M +$439K +6,098 +6%
LDB
110
Lee, Danner & Bass
Tennessee
$8.64M -$36.3K -504 -0.5%
KBC Group
111
KBC Group
Belgium
$8.59M -$48.4K -673 -0.6%
Squarepoint
112
Squarepoint
New York
$8.49M -$13.8M -192,021 -64%
QCM
113
Quantinno Capital Management
New York
$8.42M +$590K +8,196 +8%
Corient Private Wealth
114
Corient Private Wealth
Florida
$8.41M -$180K -2,499 -2%
AACR
115
ACR Alpine Capital Research
Missouri
$8.37M -$2.63M -36,534 -25%
American Century Companies
116
American Century Companies
Missouri
$8.14M -$11.7M -163,169 -61%
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$8.02M +$6.29M +87,437 +593%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$7.87M -$1.99M -27,673 -22%
AAIM
119
American Assets Investment Management
California
$7.84M
RC
120
RBF Capital
California
$7.84M
BGIM
121
Brandywine Global Investment Management
Pennsylvania
$7.84M -$685K -9,516 -9%
1CM
122
1492 Capital Management
Wisconsin
$7.63M -$95.5K -1,328 -1%
DZ Bank
123
DZ Bank
Germany
$7.62M +$7M +97,244 New
MIM
124
MetLife Investment Management
New Jersey
$7.61M +$542K +7,540 +8%
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$7.19M -$288K -4,000 -4%

JEF Hedge Fund Activity: Q4 2024 in Review

583 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2024, worth a combined $12B — up 34% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new JEF positions and 51 closed out — a net gain of 57 holders — while 167 added to existing stakes and 212 trimmed.

The largest buyer was Citigroup, adding an estimated $460M. The largest seller was Norges Bank, cutting an estimated $98.6M.

  • 583 institutional investors held Jefferies Financial Group (JEF) as of Q4 2024, up from 533 in Q3 2024.
  • Funds reported $12B of Jefferies Financial Group stock for Q4 2024, up 34% quarter-over-quarter.
  • 108 funds opened new Jefferies Financial Group positions in Q4 2024 and 51 closed out, a net change of +57 holders.
  • The largest Jefferies Financial Group buyer in Q4 2024 was Citigroup, an estimated $460M added.
  • The largest Jefferies Financial Group seller in Q4 2024 was Norges Bank, an estimated $98.6M sold.

Based on aggregated 13F filings for Q4 2024.