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Jefferies Financial Group

583 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 212 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 51

88% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $52.8M

34% more capital invested

Capital invested by funds: $8.94B → $12B (+$3.02B)

9% more funds holding

Funds holding: 533583 (+50)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3.47% more ownership

Funds ownership: 70.76%74.23% (+3.5%)

21% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 212

Holders
583
Holders Change
+50
Holders Change %
+9.38%
% of All Funds
7.68%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
212
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
151
ABN AMRO Investment Solutions
$4.58M -$1.01M -13,974 -19%
BNP Paribas Asset Management
152
BNP Paribas Asset Management
France
$4.47M +$4.1M +57,026 New
IWS
153
Insight Wealth Strategies
California
$4.39M +$4.02M +55,943 New
GIA
154
Gateway Investment Advisers
Ohio
$4.37M +$18.4K +256 +0.5%
SSA
155
Schonfeld Strategic Advisors
New York
$4.27M +$3.5M +48,672 +837%
CAM
156
Cresset Asset Management
Illinois
$4.25M -$2.18M -30,367 -36%
FWSM
157
First Wilshire Securities Management
California
$4.22M -$59.3K -825 -2%
CAM
158
Covenant Asset Management
New Jersey
$4.2M -$48.7K -677 -1%
FAM
159
Fred Alger Management
New York
$4.15M +$3.8M +52,876 New
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$4.1M -$405K -5,635 -10%
SBH
161
Segall Bryant & Hamill
Illinois
$4.08M -$144K -2,000 -4%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$3.96M -$697K -9,690 -16%
EI
163
EAM Investors
California
$3.9M -$2.09M -29,006 -37%
PI
164
PGGM Investments
Netherlands
$3.82M +$199K +2,765 +6%
Ensign Peak Advisors
165
Ensign Peak Advisors
Utah
$3.75M
State of New Jersey Common Pension Fund D
166
State of New Jersey Common Pension Fund D
New Jersey
$3.68M
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$3.65M -$19.1K -265 -0.6%
Pacer Advisors
168
Pacer Advisors
Pennsylvania
$3.56M +$203K +2,828 +7%
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$3.54M +$7.19K +100 +0.2%
PI
170
PineBridge Investments
New York
$3.52M +$967K +13,449 +43%
ASRS
171
Arizona State Retirement System
Arizona
$3.51M -$187K -2,606 -6%
USCWA
172
U.S. Capital Wealth Advisors
Texas
$3.49M +$3.2M +44,468 New
Handelsbanken Fonder
173
Handelsbanken Fonder
Sweden
$3.37M -$748K -10,400 -19%
ICM
174
Intrepid Capital Management
Florida
$3.36M -$2.78M -38,606 -47%
M&T Bank
175
M&T Bank
New York
$3.27M -$368K -5,110 -11%

JEF Hedge Fund Activity: Q4 2024 in Review

583 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2024, worth a combined $12B — up 34% from $8.94B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new JEF positions and 51 closed out — a net gain of 57 holders — while 167 added to existing stakes and 212 trimmed.

The largest buyer was Citigroup, adding an estimated $460M. The largest seller was Norges Bank, cutting an estimated $98.6M.

  • 583 institutional investors held Jefferies Financial Group (JEF) as of Q4 2024, up from 533 in Q3 2024.
  • Funds reported $12B of Jefferies Financial Group stock for Q4 2024, up 34% quarter-over-quarter.
  • 108 funds opened new Jefferies Financial Group positions in Q4 2024 and 51 closed out, a net change of +57 holders.
  • The largest Jefferies Financial Group buyer in Q4 2024 was Citigroup, an estimated $460M added.
  • The largest Jefferies Financial Group seller in Q4 2024 was Norges Bank, an estimated $98.6M sold.

Based on aggregated 13F filings for Q4 2024.