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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
IRC
201
Investors Research Corp
Georgia
$1.55M -$425K -9,475 -23%
AC
202
AXQ Capital
New Jersey
$1.54M +$443K +9,872 +47%
State of Tennessee, Department of Treasury
203
State of Tennessee, Department of Treasury
Tennessee
$1.52M
RCM
204
Radnor Capital Management
Pennsylvania
$1.51M
ACM
205
Aquatic Capital Management
Illinois
$1.5M -$1.14M -25,500 -46%
URS
206
Utah Retirement Systems
Utah
$1.48M -$71.8K -1,600 -5%
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$1.47M +$16.4K +365 +1%
IMRF
208
Illinois Municipal Retirement Fund
Illinois
$1.43M
NRD
209
Nebula Research & Development
New York
$1.43M +$1.29M +28,663 New
QCM
210
Qsemble Capital Management
New York
$1.43M +$30.7K +683 +2%
WSCM
211
Wellington Shields Capital Management
New York
$1.39M
MWC
212
MBM Wealth Consultants
Missouri
$1.38M +$37.1K +826 +3%
PAM
213
Panagora Asset Management
Massachusetts
$1.37M +$933K +20,797 +311%
MC
214
Moors & Cabot
Massachusetts
$1.36M +$112K +2,500 +10%
BA
215
Bridgewater Associates
Connecticut
$1.33M -$3.42M -76,148 -74%
QCM
216
QRG Capital Management
Illinois
$1.31M -$40K -892 -3%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$1.3M +$1.17M +26,114 New
CB
218
Centennial Bank
Arkansas
$1.29M -$15.9K -354 -1%
Pacer Advisors
219
Pacer Advisors
Pennsylvania
$1.26M -$7.45K -166 -0.6%
X
220
Xponance
Pennsylvania
$1.25M +$48.9K +1,090 +5%
BCM
221
Bridgeway Capital Management
Texas
$1.24M -$3.55M -79,200 -76%
PGCM
222
Prescott Group Capital Management
Oklahoma
$1.24M
PAS
223
Park Avenue Securities
New York
$1.24M +$21K +468 +2%
PCM
224
Parsons Capital Management
Rhode Island
$1.23M
Simplex Trading
225
Simplex Trading
Illinois
$1.21M +$760K +16,929 +231%

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.