Jefferies Financial Group
475 hedge funds and large institutions have $5.23B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 125 increasing their positions, 179 reducing their positions, and 34 closing their positions.
129% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 34
9% more capital invested
Capital invested by funds: $4.8B → $5.23B (+$434M)
8% more funds holding
Funds holding: 438 → 475 (+37)
2.38% more ownership
Funds ownership: 59.11% → 61.49% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
2% less call options, than puts
Call options by funds: $23.9M | Put options by funds: $24.5M
30% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$49.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$29.8M |
| 3 |
Neuberger Berman Group
New York
|
+$20.9M |
| 4 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
+$19.6M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$67.7M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$54.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28.9M |
| 4 |
BlackRock
New York
|
-$27.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$26.2M |
JEF Hedge Fund Activity: Q4 2023 in Review
475 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2023, worth a combined $5.23B — up 9% from $4.8B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new JEF positions and 34 closed out — a net gain of 44 holders — while 125 added to existing stakes and 179 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $49.8M. The largest seller was Citadel Advisors, cutting an estimated $67.7M.
- 475 institutional investors held Jefferies Financial Group (JEF) as of Q4 2023, up from 438 in Q3 2023.
- Funds reported $5.23B of Jefferies Financial Group stock for Q4 2023, up 9% 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 Allspring Global Investments, an estimated $49.8M 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.