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Jefferies Financial Group

481 hedge funds and large institutions have $5.74B invested in Jefferies Financial Group in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 145 increasing their positions, 165 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

16% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $20.1M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9% more capital invested

Capital invested by funds: $5.27B → $5.74B (+$466M)

1% more funds holding

Funds holding: 474481 (+7)

0.48% less ownership

Funds ownership: 62.03%61.55% (-0.48%)

12% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 165

Holders
481
Holders Change
+7
Holders Change %
+1.48%
% of All Funds
6.93%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.24%
New
59
Increased
145
Reduced
165
Closed
48
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$707M -$60.6M -1,456,208 -8%
BlackRock
2
BlackRock
New York
$694M -$378K -9,074 -0.1%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$270M +$120M +2,876,529 +89%
FPA
4
First Pacific Advisors
California
$239M -$141K -3,380 -0.1%
State Street
5
State Street
Massachusetts
$235M +$4.01M +96,333 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$183M -$10.4M -249,913 -6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$143M -$16.4M -393,217 -11%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$133M -$696K -16,707 -0.6%
DSC
9
Donald Smith & Co
New York
$126M -$17.3M -415,676 -13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$123M +$5.31M +127,500 +5%
Norges Bank
11
Norges Bank
Norway
$107M +$9.07M +217,685 +10%
Invesco
12
Invesco
Georgia
$99.2M +$4.84M +116,300 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$94.1M -$3.2M -76,908 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$88.7M +$3.96M +95,196 +5%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$83.4M +$14.5M +348,052 +23%
Morgan Stanley
16
Morgan Stanley
New York
$80.4M -$46.2M -1,108,176 -38%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$77.5M +$39.7M +952,594 +118%
Principal Financial Group
18
Principal Financial Group
Iowa
$75.3M +$8.32M +199,662 +13%
BMO
19
Beck Mack & Oliver
New York
$74.8M -$1.82M -43,730 -3%
N
20
Nuveen
North Carolina
$74.3M +$28.9M +694,363 +70%
Barclays
21
Barclays
United Kingdom
$72M +$45.3M +1,086,891 +199%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$67.2M -$2.79M -66,915 -4%
Northern Trust
23
Northern Trust
Illinois
$62M -$17.9M -428,890 -23%
MHI
24
Miller Howard Investments
New York
$61M -$751K -18,021 -1%
Millennium Management
25
Millennium Management
New York
$56.3M -$20.6M -495,409 -28%

JEF Hedge Fund Activity: Q1 2024 in Review

481 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2024, worth a combined $5.74B — up 8.8% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new JEF positions and 48 closed out — a net gain of 11 holders — while 145 added to existing stakes and 165 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $120M. The largest seller was Vanguard Group, cutting an estimated $60.6M.

  • 481 institutional investors held Jefferies Financial Group (JEF) as of Q1 2024, up from 474 in Q4 2023.
  • Funds reported $5.74B of Jefferies Financial Group stock for Q1 2024, up 8.8% quarter-over-quarter.
  • 59 funds opened new Jefferies Financial Group positions in Q1 2024 and 48 closed out, a net change of +11 holders.
  • The largest Jefferies Financial Group buyer in Q1 2024 was Allspring Global Investments, an estimated $120M added.
  • The largest Jefferies Financial Group seller in Q1 2024 was Vanguard Group, an estimated $60.6M sold.

Based on aggregated 13F filings for Q1 2024.