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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$707M 17,489,993 -818,273 -4%
BlackRock
2
BlackRock
New York
$637M 15,752,013 -785,198 -5%
FPA
3
First Pacific Advisors
California
$219M 5,423,750 -4,910 -0.1%
State Street
4
State Street
Massachusetts
$211M 5,233,250 -36,744 -0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$178M 4,405,866 +51,633 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$147M 3,643,775 -268,235 -7%
DSC
7
Donald Smith & Co
New York
$132M 3,272,244 +510,125 +18%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$131M 3,236,862 +1,406,920 +77%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$122M 3,023,577 +70,388 +2%
Morgan Stanley
10
Morgan Stanley
New York
$118M 2,930,590 +1,565,471 +115%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$107M 2,656,000 -50,986 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$89.4M 2,211,522 -108,299 -5%
Norges Bank
13
Norges Bank
Norway
$88.9M 2,198,754 +87,904 +4%
Invesco
14
Invesco
Georgia
$86.2M 2,134,205 +843,395 +65%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$77.4M 1,915,736 -38,540 -2%
Northern Trust
16
Northern Trust
Illinois
$74.2M 1,835,388 +74,015 +4%
Millennium Management
17
Millennium Management
New York
$71.6M 1,771,480 +268,279 +18%
BMO
18
Beck Mack & Oliver
New York
$70.3M 1,740,148 -79,245 -4%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$64.3M 1,590,586 +13,313 +0.8%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$62.3M 1,542,070 +400,551 +35%
Principal Financial Group
21
Principal Financial Group
Iowa
$60.9M 1,507,771 +242,769 +19%
PMG
22
Private Management Group
California
$57.3M 1,417,022 -21,244 -1%
MHI
23
Miller Howard Investments
New York
$56.6M 1,401,144 -20,743 -1%
Charles Schwab
24
Charles Schwab
California
$48.4M 1,197,696 -2,509 -0.2%
LSV Asset Management
25
LSV Asset Management
Illinois
$48.1M 1,190,500 -1,549,263 -57%
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