JEF icon

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 %
Osaic Holdings
151
Osaic Holdings
Arizona
$2.92M -$619K -15,328 -17%
Two Sigma Advisers
152
Two Sigma Advisers
New York
$2.9M +$2.06M +51,000 +245%
IMRF
153
Illinois Municipal Retirement Fund
Illinois
$2.82M – – –
EP
154
Edgestream Partners
New Jersey
$2.62M +$1.32M +32,753 +102%
CAM
155
Cresset Asset Management
Illinois
$2.57M +$194K +4,791 +8%
HWAM
156
Hennion & Walsh Asset Management
New Jersey
$2.54M -$43.2K -1,068 -2%
MAP
157
Moody Aldrich Partners
Massachusetts
$2.5M – – –
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$2.49M -$113K -2,800 -4%
Capital Fund Management (CFM)
159
Capital Fund Management (CFM)
France
$2.44M +$871K +21,561 +56%
AAMU
160
AEGON Asset Management (UK)
United Kingdom
$2.44M +$2.44M +60,272 New
AIMCA
161
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.4M – – –
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$2.39M +$18.1K +448 +0.8%
VOYA Investment Management
163
VOYA Investment Management
Georgia
$2.37M -$155K -3,829 -6%
QT
164
Quantbot Technologies
New York
$2.32M +$2.32M +57,535 New
GIA
165
Gateway Investment Advisers
Ohio
$2.24M – – –
WIM
166
Wittenberg Investment Management
Massachusetts
$2.23M -$114K -2,828 -5%
M&T Bank
167
M&T Bank
New York
$2.21M +$77.5K +1,917 +4%
CCIA
168
Campbell & Co Investment Adviser
Maryland
$2.17M +$2.17M +53,585 New
ACM
169
Aquatic Capital Management
Illinois
$2.12M +$2.12M +52,500 New
Point72 Asset Management
170
Point72 Asset Management
Connecticut
$2.1M -$5.06M -125,317 -71%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$2.03M – – –
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$2.01M +$342K +8,456 +21%
CT
173
ClearAlpha Technologies
Connecticut
$2M +$2M +49,588 New
American Century Companies
174
American Century Companies
Missouri
$1.94M +$82.5K +2,042 +4%
Walleye Trading
175
Walleye Trading
New York
$1.92M +$445K +11,012 +30%
5 6
7
8 9