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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
PHK
151
Point72 Hong Kong
Hong Kong
$2.62M +$1.96M +47,133 +383%
Deutsche Bank
152
Deutsche Bank
Germany
$2.6M -$2.13M -51,144 -46%
AAMU
153
AEGON Asset Management (UK)
United Kingdom
$2.58M -$74.7K -1,794 -3%
LCM
154
Laurion Capital Management
New York
$2.56M +$770K +18,481 +47%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$2.48M -$87.3K -2,096 -4%
Jane Street
156
Jane Street
New York
$2.47M -$6.86M -164,792 -75%
ACM
157
Aquatic Capital Management
Illinois
$2.46M +$133K +3,200 +6%
GIA
158
Gateway Investment Advisers
Ohio
$2.45M
WIM
159
Wittenberg Investment Management
Massachusetts
$2.43M
A
160
AlphaQuest
New York
$2.42M +$442K +10,606 +24%
HWAM
161
Hennion & Walsh Asset Management
New Jersey
$2.31M -$432K -10,378 -17%
M&T Bank
162
M&T Bank
New York
$2.29M -$118K -2,838 -5%
Man Group
163
Man Group
United Kingdom
$2.26M -$4.5M -108,066 -68%
AAIS
164
ABN AMRO Investment Solutions
$2.21M +$2.08M +50,005 New
AU
165
Algebris (UK)
United Kingdom
$2.15M +$2.19M +52,667 New
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$2.15M +$62.5K +1,500 +3%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$2.11M -$100K -2,411 -5%
ASRS
168
Arizona State Retirement System
Arizona
$2.04M -$33.1K -795 -2%
CM
169
Caption Management
Oklahoma
$2.03M +$1.92M +45,980 New
EF
170
Empowered Funds
Pennsylvania
$1.93M +$7.91K +190 +0.4%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$1.87M +$18.1K +434 +1%
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$1.85M +$333K +7,988 +24%
OPERF
173
Oregon Public Employees Retirement Fund
Oregon
$1.85M -$231K -5,548 -12%
SOMRS
174
State of Michigan Retirement System
Michigan
$1.84M +$50K +1,200 +3%
IRC
175
Investors Research Corp
Georgia
$1.8M -$35.8K -860 -2%

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.