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Jefferies Financial Group
JEF

Overview Fund Activity

530 hedge funds and large institutions have $8.82B invested in Jefferies Financial Group in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 138 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+41
Holders Change %
+8.38%
% of All Funds
7.67%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
89
Increased
138
Reduced
197
Closed
43
Calls
$126M
Puts
$60.1M
Net Calls
+$66.2M
Net Calls Change
+$55.9M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$569M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$202M
3
Invesco
Invesco
Georgia
$256M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$54.1M
5
Citadel Advisors
Citadel Advisors
Florida
$77.5M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$0
2
FPA
First Pacific Advisors
California
$241M
3
DSC
Donald Smith & Co
New York
$71M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$264K
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
201
PineBridge Investments
New York
$1.94M +$1.94M +31,510 New
IVP
202
Intrinsic Value Partners
Arizona
$1.93M -$10.8K -175 -0.6%
HighTower Advisors
203
HighTower Advisors
Illinois
$1.93M -$122K -1,981 -6%
US Bancorp
204
US Bancorp
Minnesota
$1.89M -$444K -7,220 -19%
MWM
205
Modera Wealth Management
New Jersey
$1.88M -$3.53M -57,415 -65%
RCM
206
Radnor Capital Management
Pennsylvania
$1.86M -$4.92K -80 -0.3%
BA
207
Bridgewater Associates
Connecticut
$1.81M +$170K +2,762 +10%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$1.81M -$8.25K -134 -0.5%
URS
209
Utah Retirement Systems
Utah
$1.77M -$61.6K -1,000 -3%
IMRF
210
Illinois Municipal Retirement Fund
Illinois
$1.77M – – –
Creative Planning
211
Creative Planning
Kansas
$1.74M +$268K +4,349 +18%
MWC
212
MBM Wealth Consultants
Missouri
$1.73M +$82K +1,333 +5%
CWM
213
Congress Wealth Management
Massachusetts
$1.73M +$493K +8,012 +40%
ANTB
214
AMG National Trust Bank
Colorado
$1.73M -$524K -8,512 -23%
WSCM
215
Wellington Shields Capital Management
New York
$1.72M – – –
LCG
216
Lisanti Capital Growth
New York
$1.72M +$1.72M +27,920 New
IIM
217
INTECH Investment Management
Florida
$1.69M -$2.02M -32,840 -54%
PCM
218
Prana Capital Management
Connecticut
$1.67M +$1.11M +18,023 +198%
CB
219
Centennial Bank
Arkansas
$1.58M -$16.2K -263 -1%
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$1.55M -$393K -6,378 -20%
BCM
221
Bridgeway Capital Management
Texas
$1.54M – – –
PGCM
222
Prescott Group Capital Management
Oklahoma
$1.54M – – –
ACM
223
Aster Capital Management
United Arab Emirates
$1.53M +$1.53M +24,854 New
PCM
224
Parsons Capital Management
Rhode Island
$1.52M – – –
PAS
225
Park Avenue Securities
New York
$1.51M -$28.1K -457 -2%
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