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Jefferies Financial Group

481 hedge funds and large institutions have $5.74B invested in Jefferies Financial Group in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 145 increasing their positions, 165 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

16% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $20.1M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9% more capital invested

Capital invested by funds: $5.27B → $5.74B (+$466M)

1% more funds holding

Funds holding: 474481 (+7)

0.48% less ownership

Funds ownership: 62.03%61.55% (-0.48%)

12% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 165

Holders
481
Holders Change
+7
Holders Change %
+1.48%
% of All Funds
6.93%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.24%
New
59
Increased
145
Reduced
165
Closed
48
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BCAM
126
Boston Common Asset Management
Massachusetts
$4.22M +$3.99M +95,787 New
ICM
127
Intrepid Capital Management
Florida
$4.05M -$526K -12,640 -12%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$4.05M +$1.38M +33,107 +56%
JF
129
Jump Financial
Illinois
$4.03M +$2.12M +50,901 +126%
SGDR
130
SPX Gestao de Recursos
Brazil
$4.02M +$3.8M +91,130 New
Comerica Bank
131
Comerica Bank
Texas
$3.97M +$371K +8,907 +11%
Franklin Resources
132
Franklin Resources
California
$3.96M -$3.42M -82,204 -48%
QCM
133
Quantinno Capital Management
New York
$3.81M +$225K +5,413 +7%
CB
134
Commerce Bank
Missouri
$3.76M
CVA
135
Ceredex Value Advisors
Florida
$3.66M -$36.7M -880,152 -91%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$3.66M
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$3.61M -$6.18M -148,292 -64%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$3.57M +$115K +2,750 +4%
YCM
139
Yousif Capital Management
Michigan
$3.57M -$60.6K -1,456 -2%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$3.57M +$22.9K +550 +0.7%
CAM
141
Cresset Asset Management
Illinois
$3.48M +$640K +15,360 +24%
Corient Private Wealth
142
Corient Private Wealth
Florida
$3.27M -$1.02M -24,434 -24%
FWSM
143
First Wilshire Securities Management
California
$3.1M -$3.07M -73,688 -51%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.06M -$272K -6,535 -9%
PI
145
PGGM Investments
Netherlands
$2.9M +$809K +19,430 +42%
Osaic Holdings
146
Osaic Holdings
Arizona
$2.74M -$419K -10,054 -14%
Victory Capital Management
147
Victory Capital Management
Texas
$2.72M -$7.87M -188,847 -75%
TAM
148
Tocqueville Asset Management
New York
$2.72M +$2.57M +61,730 New
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$2.72M
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$2.71M +$491K +11,780 +24%

JEF Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2024, worth a combined $5.74B — up 8.8% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JEF positions and 48 closed out — a net gain of 11 holders — while 145 added to existing stakes and 165 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $120M. The largest seller was Vanguard Group, cutting an estimated $60.6M.

  • 481 institutional investors held Jefferies Financial Group (JEF) as of Q1 2024, up from 474 in Q4 2023.
  • Funds reported $5.74B of Jefferies Financial Group stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 59 funds opened new Jefferies Financial Group positions in Q1 2024 and 48 closed out, a net change of +11 holders.
  • The largest Jefferies Financial Group buyer in Q1 2024 was Allspring Global Investments, an estimated $120M added.
  • The largest Jefferies Financial Group seller in Q1 2024 was Vanguard Group, an estimated $60.6M sold.

Based on aggregated 13F filings for Q1 2024.