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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.

New
Increased
Maintained
Reduced
Closed
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 %
BCM
126
Bridgeway Capital Management
Texas
$4.21M -$2.36M -58,500 -36%
Corient Private Wealth
127
Corient Private Wealth
Florida
$4.15M +$18.4K +455 +0.4%
MWM
128
Modera Wealth Management
New Jersey
$4.09M -$169K -4,179 -4%
AAIM
129
American Assets Investment Management
California
$4.04M – – –
RC
130
RBF Capital
California
$4.04M – – –
MIM
131
MetLife Investment Management
New Jersey
$3.97M -$258K -6,380 -6%
PCI
132
Pacifica Capital Investments
Texas
$3.95M -$3.58M -88,600 -48%
EIM
133
Ervin Investment Management
Washington
$3.95M +$8.08K +200 +0.2%
Canada Pension Plan Investment Board
134
Canada Pension Plan Investment Board
Ontario, Canada
$3.92M -$4.52M -111,900 -54%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$3.86M -$5.87M -145,163 -60%
Citadel Advisors
136
Citadel Advisors
Florida
$3.86M -$77.4M -1,915,076 -95%
1CM
137
1492 Capital Management
Wisconsin
$3.81M +$1.34M +33,244 +54%
Walleye Capital
138
Walleye Capital
New York
$3.65M +$341K +8,431 +10%
PI
139
Putnam Investments
Massachusetts
$3.63M +$502K +12,416 +16%
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$3.58M -$5.68M -140,679 -61%
DA
141
Duality Advisers
Florida
$3.52M +$3.52M +87,069 New
CB
142
Commerce Bank
Missouri
$3.45M +$81 +2 +0%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$3.35M – – –
YCM
144
Yousif Capital Management
Michigan
$3.33M -$245K -6,054 -7%
BF
145
BOK Financial
Oklahoma
$3.32M +$1.53M +37,763 +85%
Comerica Bank
146
Comerica Bank
Texas
$3.28M -$71.6K -1,771 -2%
QCM
147
Quantinno Capital Management
New York
$3.27M +$1.53M +37,826 +88%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$3.25M -$241K -5,961 -7%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$3.16M +$44K +1,090 +1%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.07M -$64.9K -1,605 -2%
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6
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