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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
EIM
126
Ervin Investment Management
Washington
$4.73M -$65.7K -1,463 -2%
MIM
127
MetLife Investment Management
New Jersey
$4.73M -$67.5K -1,504 -2%
First Trust Advisors
128
First Trust Advisors
Illinois
$4.66M -$1.44M -32,002 -25%
QCM
129
Quantinno Capital Management
New York
$4.6M +$276K +6,148 +7%
MWM
130
Modera Wealth Management
New Jersey
$4.38M -$446K -9,945 -10%
AB
131
Amalgamated Bank
New York
$4.33M -$623K -13,891 -14%
Comerica Bank
132
Comerica Bank
Texas
$4.26M -$200K -4,446 -5%
CB
133
Commerce Bank
Missouri
$4.24M -$2.24K -50 -0.1%
Franklin Resources
134
Franklin Resources
California
$4.19M -$250K -5,576 -6%
SSA
135
Schonfeld Strategic Advisors
New York
$4.15M -$3.83M -85,422 -51%
Osaic Holdings
136
Osaic Holdings
Arizona
$4.11M +$917K +20,424 +33%
Allianz Asset Management
137
Allianz Asset Management
Germany
$4.1M +$2.17M +48,406 +143%
ICM
138
Intrepid Capital Management
Florida
$4.02M -$496K -11,041 -12%
SFI
139
Susquehanna Fundamental Investments
Pennsylvania
$4M +$2.79M +62,253 +344%
Jane Street
140
Jane Street
New York
$3.97M +$1.06M +23,672 +42%
CAM
141
Cresset Asset Management
Illinois
$3.91M -$14.4K -320 -0.4%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$3.9M -$113K -2,510 -3%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$3.88M -$132K -2,947 -4%
TAM
144
Tocqueville Asset Management
New York
$3.83M +$688K +15,320 +25%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$3.8M -$242K -5,400 -7%
CM
146
Caption Management
Oklahoma
$3.73M +$1.3M +29,020 +63%
YCM
147
Yousif Capital Management
Michigan
$3.7M -$293K -6,531 -8%
PI
148
PGGM Investments
Netherlands
$3.65M +$337K +7,519 +11%
AAIS
149
ABN AMRO Investment Solutions
$3.64M +$1.04M +23,222 +46%
FWSM
150
First Wilshire Securities Management
California
$3.46M -$35.3K -786 -1%

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.