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Jefferies Financial Group
JEF

Overview Fund Activity

580 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, 209 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+50
Holders Change %
+9.43%
% of All Funds
7.72%
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
209
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M

Top Buyers

1
Citigroup
Citigroup
New York
$627M
2
AllianceBernstein
AllianceBernstein
Tennessee
$470M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$422M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$309M
5
Invesco
Invesco
Georgia
$415M

Top Sellers

1
FPA
First Pacific Advisors
California
$220M
2
Citadel Advisors
Citadel Advisors
Florida
$15M
3
DSC
Donald Smith & Co
New York
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.5M
5
Amundi
Amundi
France
$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
KK
201
KLP Kapitalforvaltning
Norway
$2.45M +$2.45M +31,200 New
Creative Planning
202
Creative Planning
Kansas
$2.43M +$209K +2,668 +9%
HighTower Advisors
203
HighTower Advisors
Illinois
$2.42M -$39.1K -499 -2%
SA
204
Sanctuary Advisors
Indiana
$2.42M +$148K +1,914 +6%
IVP
205
Intrinsic Value Partners
Arizona
$2.41M -$52.5K -670 -2%
MWM
206
Modera Wealth Management
New Jersey
$2.4M +$7.45K +95 +0.3%
RCM
207
Radnor Capital Management
Pennsylvania
$2.37M – – –
LCG
208
Lisanti Capital Growth
New York
$2.32M +$130K +1,655 +6%
Stifel Financial
209
Stifel Financial
Missouri
$2.3M +$1.5M +19,157 +187%
US Bancorp
210
US Bancorp
Minnesota
$2.3M -$98.9K -1,262 -4%
Verition Fund Management
211
Verition Fund Management
Connecticut
$2.27M -$625K -7,973 -22%
URS
212
Utah Retirement Systems
Utah
$2.26M – – –
IMRF
213
Illinois Municipal Retirement Fund
Illinois
$2.26M – – –
HCA
214
Harbour Capital Advisors
Virginia
$2.22M +$477K +5,890 +27%
CC
215
Centiva Capital
New York
$2.22M +$377K +4,805 +20%
Credit Agricole
216
Credit Agricole
France
$2.22M +$1.04M +13,273 +88%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$2.22M -$488K -6,219 -18%
MWC
218
MBM Wealth Consultants
Missouri
$2.2M -$26.4K -334 -1%
WSCM
219
Wellington Shields Capital Management
New York
$2.2M – – –
WCM
220
Wedge Capital Management
North Carolina
$2.19M -$429K -5,477 -16%
DT
221
Diversified Trust
Tennessee
$2.12M +$2.12M +27,088 New
NA
222
NewEdge Advisors
Louisiana
$2.11M +$946K +12,071 +81%
XT
223
XTX Topco
Cayman Islands
$2.07M +$1.07M +13,618 +106%
FCM
224
FJ Capital Management
Virginia
$2.06M +$345K +4,395 +20%
Hudson Bay Capital Management
225
Hudson Bay Capital Management
Connecticut
$2.03M -$6.98M -89,029 -77%
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