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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
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$2.13M +$36.6K +816 +2%
Capital Fund Management (CFM)
177
Capital Fund Management (CFM)
France
$2.12M +$767K +17,081 +67%
SOMRS
178
State of Michigan Retirement System
Michigan
$2.03M -$35.9K -800 -2%
WCM
179
Wedge Capital Management
North Carolina
$2.02M +$67.1K +1,495 +4%
AC
180
AlphaCore Capital
California
$2.02M +$494 +11 +0%
SIAG
181
Safeguard Investment Advisory Group
California
$1.96M
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$1.95M
US Bancorp
183
US Bancorp
Minnesota
$1.88M +$102K +2,273 +6%
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$1.88M +$1.93K +43 +0.1%
Acadian Asset Management
185
Acadian Asset Management
Massachusetts
$1.88M +$1.59M +35,510 +1,601%
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.87M +$4.22K +94 +0.3%
NMERB
187
New Mexico Educational Retirement Board
New Mexico
$1.84M
ANTB
188
AMG National Trust Bank
Colorado
$1.82M -$32.2K -718 -2%
AIP
189
Ameritas Investment Partners
Nebraska
$1.8M -$48.9K -1,089 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
190
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.78M +$1.61M +35,800 New
OPERF
191
Oregon Public Employees Retirement Fund
Oregon
$1.75M -$296K -6,600 -16%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$1.74M +$80.9K +1,802 +5%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$1.73M +$61.4K +1,367 +4%
EGM
194
Engineers Gate Manager
New York
$1.7M -$41.6K -926 -3%
HighTower Advisors
195
HighTower Advisors
Illinois
$1.67M +$808 +18 +0.1%
Natixis Advisors
196
Natixis Advisors
Massachusetts
$1.63M +$154K +3,430 +12%
Stifel Financial
197
Stifel Financial
Missouri
$1.61M -$46.9K -1,046 -3%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.59M +$51.9K +1,157 +4%
Mackenzie Financial
199
Mackenzie Financial
Ontario, Canada
$1.57M +$218K +4,851 +18%
IVP
200
Intrinsic Value Partners
Arizona
$1.57M -$4.49K -100 -0.3%

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.