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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
AC
176
AlphaCore Capital
California
$1.79M +$541 +13 +0%
CANY
177
Caxton Associates (New York)
New York
$1.78M +$1.68M +40,331 New
SIAG
178
Safeguard Investment Advisory Group
California
$1.74M
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$1.73M
WCM
180
Wedge Capital Management
North Carolina
$1.72M +$216K +5,196 +15%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$1.7M -$2.38M -57,193 -60%
NMIMC
182
Northwestern Mutual Investment Management Company
Wisconsin
$1.67M +$15.2K +365 +1%
COPPSERS
183
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.65M +$15K +359 +1%
ANTB
184
AMG National Trust Bank
Colorado
$1.65M +$13.3K +319 +0.9%
AIP
185
Ameritas Investment Partners
Nebraska
$1.64M
NMERB
186
New Mexico Educational Retirement Board
New Mexico
$1.63M
US Bancorp
187
US Bancorp
Minnesota
$1.57M -$88.4K -2,123 -6%
EGM
188
Engineers Gate Manager
New York
$1.54M +$144K +3,459 +11%
Allianz Asset Management
189
Allianz Asset Management
Germany
$1.5M +$2K +48 +0.1%
Stifel Financial
190
Stifel Financial
Missouri
$1.48M +$949K +22,784 +213%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$1.47M -$92.6K -2,224 -6%
HighTower Advisors
192
HighTower Advisors
Illinois
$1.47M -$159K -3,809 -10%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$1.46M +$138K +3,323 +11%
IVP
194
Intrinsic Value Partners
Arizona
$1.4M -$34.4K -825 -3%
URS
195
Utah Retirement Systems
Utah
$1.38M
PD
196
Point72 (DIFC)
United Arab Emirates
$1.38M +$1.3M +31,184 New
EP
197
Edgestream Partners
New Jersey
$1.36M -$1.41M -33,929 -52%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.36M -$121K -2,913 -9%
State of Tennessee, Department of Treasury
199
State of Tennessee, Department of Treasury
Tennessee
$1.35M
BNP Paribas Financial Markets
200
BNP Paribas Financial Markets
France
$1.34M +$730K +17,520 +136%

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.