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Jefferies Financial Group
JEF

Overview Fund Activity

471 hedge funds and large institutions have $5.27B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+36
Holders Change %
+8.28%
% of All Funds
6.91%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
77
Increased
124
Reduced
178
Closed
34
Calls
$23.9M
Puts
$24.5M
Net Calls
-$578K
Net Calls Change
+$1.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$118M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$131M
3
Invesco
3
Invesco
Georgia
$86.2M
4
ZIG
4
Zurich Insurance Group
Switzerland
$41M
5
SO
5
STRS Ohio
Ohio
$23.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.86M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$48.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$707M
4
BlackRock
4
BlackRock
New York
$637M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
201
Wedge Capital Management
North Carolina
$1.37M +$184K +4,549 +15%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$1.37M +$23.5K +581 +2%
Allianz Asset Management
203
Allianz Asset Management
Germany
$1.37M -$1.8M -44,433 -57%
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$1.36M +$272K +6,736 +25%
IVP
205
Intrinsic Value Partners
Arizona
$1.31M -$9.09K -225 -0.7%
BA
206
Bridgewater Associates
Connecticut
$1.28M +$808K +19,997 +171%
EGM
207
Engineers Gate Manager
New York
$1.27M +$1.27M +31,539 New
URS
208
Utah Retirement Systems
Utah
$1.27M -$52.5K -1,300 -4%
Balyasny Asset Management
209
Balyasny Asset Management
Illinois
$1.26M -$29.9M -740,599 -96%
State of Tennessee, Department of Treasury
210
State of Tennessee, Department of Treasury
Tennessee
$1.23M +$1.23M +30,500 New
RCM
211
Radnor Capital Management
Pennsylvania
$1.22M – – –
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$1.21M +$11.2K +278 +0.9%
CB
213
Centennial Bank
Arkansas
$1.16M -$46.8K -1,157 -4%
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$1.14M +$1.14M +28,205 New
WSCM
215
Wellington Shields Capital Management
New York
$1.13M – – –
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$1.12M -$391K -9,679 -26%
ECM
217
ExodusPoint Capital Management
New York
$1.11M -$740K -18,325 -40%
Mirae Asset Global Investments
218
Mirae Asset Global Investments
South Korea
$1.07M +$1.07M +26,546 New
PMEF
219
Point72 Middle East FZE
United Arab Emirates
$1.04M -$2.02M -50,085 -66%
QCM
220
QRG Capital Management
Illinois
$1.04M -$1.09K -27 -0.1%
MC
221
Moors & Cabot
Massachusetts
$1.03M -$156K -3,870 -13%
MWC
222
MBM Wealth Consultants
Missouri
$1.03M +$86.1K +2,101 +9%
BFS
223
Bard Financial Services
Connecticut
$1.03M -$424K -10,500 -29%
Pacer Advisors
224
Pacer Advisors
Pennsylvania
$1.02M +$425K +10,525 +71%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$1.01M -$238K -5,893 -19%
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