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Jefferies Financial Group

474 hedge funds and large institutions have $5.27B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 124 increasing their positions, 179 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $4.79B → $5.27B (+$480M)

8% more funds holding

Funds holding: 437474 (+37)

2.93% more ownership

Funds ownership: 59.1%62.03% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

2% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $24.5M

31% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 179

Holders
474
Holders Change
+37
Holders Change %
+8.47%
% 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
78
Increased
124
Reduced
179
Closed
34
Calls
$23.9M
Puts
$24.5M
Net Calls
-$577K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$707M -$28.9M -818,273 -4%
BlackRock
2
BlackRock
New York
$637M -$27.8M -785,198 -5%
FPA
3
First Pacific Advisors
California
$219M -$174K -4,910 -0.1%
State Street
4
State Street
Massachusetts
$211M -$1.3M -36,744 -0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$178M +$1.83M +51,633 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$147M -$9.49M -268,235 -7%
DSC
7
Donald Smith & Co
New York
$132M +$18M +510,125 +18%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$131M +$49.8M +1,406,920 +77%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$122M +$2.49M +70,388 +2%
Morgan Stanley
10
Morgan Stanley
New York
$118M +$55.4M +1,565,471 +115%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$107M -$1.8M -50,986 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$89.4M -$3.83M -108,299 -5%
Norges Bank
13
Norges Bank
Norway
$88.9M +$3.11M +87,904 +4%
Invesco
14
Invesco
Georgia
$86.2M +$29.8M +843,395 +65%
JP Morgan Chase
15
JP Morgan Chase
New York
$77.4M -$1.36M -38,540 -2%
Northern Trust
16
Northern Trust
Illinois
$74.2M +$2.62M +74,015 +4%
Millennium Management
17
Millennium Management
New York
$71.6M +$9.49M +268,279 +18%
BMO
18
Beck Mack & Oliver
New York
$70.3M -$2.8M -79,245 -4%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$64.3M +$471K +13,313 +0.8%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$62.3M +$14.2M +400,551 +35%
Principal Financial Group
21
Principal Financial Group
Iowa
$60.9M +$8.59M +242,769 +19%
PMG
22
Private Management Group
California
$57.3M -$751K -21,244 -1%
MHI
23
Miller Howard Investments
New York
$56.6M -$734K -20,743 -1%
Charles Schwab
24
Charles Schwab
California
$48.4M -$88.8K -2,509 -0.2%
LSV Asset Management
25
LSV Asset Management
Illinois
$48.1M -$54.8M -1,549,263 -57%

JEF Hedge Fund Activity: Q4 2023 in Review

474 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2023, worth a combined $5.27B — up 10% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JEF positions and 34 closed out — a net gain of 44 holders — while 124 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $55.4M. The largest seller was Citadel Advisors, cutting an estimated $67.7M.

  • 474 institutional investors held Jefferies Financial Group (JEF) as of Q4 2023, up from 437 in Q3 2023.
  • Funds reported $5.27B of Jefferies Financial Group stock for Q4 2023, up 10% quarter-over-quarter.
  • 78 funds opened new Jefferies Financial Group positions in Q4 2023 and 34 closed out, a net change of +44 holders.
  • The largest Jefferies Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $55.4M added.
  • The largest Jefferies Financial Group seller in Q4 2023 was Citadel Advisors, an estimated $67.7M sold.

Based on aggregated 13F filings for Q4 2023.