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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
LSA
176
L & S Advisors
California
$3.25M -$53.8K -748 -2%
ECP
177
Epacria Capital Partners
Colorado
$3.21M -$957K -13,300 -25%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$3.19M +$421K +5,855 +17%
AC
179
AlphaCore Capital
California
$3.15M -$16.5K -229 -0.6%
Twin Tree Management
180
Twin Tree Management
Texas
$3.12M +$2.86M +39,776 New
WIM
181
Wittenberg Investment Management
Massachusetts
$3.12M -$408K -5,667 -12%
EPIM
182
Evelyn Partners Investment Management
$3.12M +$2.86M +39,768 New
SIAG
183
Safeguard Investment Advisory Group
California
$3.09M
BCI
184
Brinker Capital Investments
Pennsylvania
$3.07M +$1.75M +24,388 +165%
OPS
185
Orion Portfolio Solutions
Nebraska
$3.07M +$1.75M +24,388 +165%
KCP
186
Kera Capital Partners
California
$3.06M +$2.81M +39,042 New
SOMRS
187
State of Michigan Retirement System
Michigan
$3.01M -$7.19K -100 -0.3%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$3.01M -$15.6K -217 -0.6%
D.E. Shaw & Co
189
D.E. Shaw & Co
New York
$2.87M -$15.9M -221,332 -86%
NMIMC
190
Northwestern Mutual Investment Management Company
Wisconsin
$2.83M +$4.68K +65 +0.2%
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.81M +$4.96K +69 +0.2%
LP
192
LMR Partners
United Kingdom
$2.78M +$1.99M +27,624 +354%
HH
193
HWG Holdings
Texas
$2.77M -$1.31M -18,173 -34%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$2.76M +$2.36M +32,849 +1,376%
Natixis Advisors
195
Natixis Advisors
Massachusetts
$2.74M +$26.7K +371 +1%
PAS
196
Park Avenue Securities
New York
$2.67M +$689K +9,582 +39%
NMERB
197
New Mexico Educational Retirement Board
New Mexico
$2.6M -$279K -3,881 -10%
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$2.59M +$16.8K +234 +0.7%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$2.57M +$1.07M +14,809 +83%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$2.56M +$199K +2,763 +9%

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.