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Jefferies Financial Group
JEF

Overview Fund Activity

479 hedge funds and large institutions have $5.74B invested in Jefferies Financial Group in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 165 reducing their positions, and 46 closing their positions.

Holders
479
Holders Change
+8
Holders Change %
+1.7%
% of All Funds
6.95%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
58
Increased
145
Reduced
165
Closed
46
Calls
$23.3M
Puts
$20.1M
Net Calls
+$3.2M
Net Calls Change
+$3.78M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$270M
2
Barclays
2
Barclays
United Kingdom
$72M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$77.5M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$74.3M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$18.4M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$707M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.4M
3
CVA
3
Ceredex Value Advisors
Florida
$3.66M
4
Millennium Management
4
Millennium Management
New York
$56.3M
5
Northern Trust
5
Northern Trust
Illinois
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$707M 16,033,785 -1,456,208 -8%
BlackRock
2
BlackRock
New York
$694M 15,742,939 -9,074 -0.1%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$270M 6,113,391 +2,876,529 +89%
FPA
4
First Pacific Advisors
California
$239M 5,420,370 -3,380 -0.1%
State Street
5
State Street
Massachusetts
$235M 5,329,583 +96,333 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$183M 4,155,953 -249,913 -6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$143M 3,250,558 -393,217 -11%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$133M 3,006,870 -16,707 -0.6%
DSC
9
Donald Smith & Co
New York
$126M 2,856,568 -415,676 -13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$123M 2,783,500 +127,500 +5%
Norges Bank
11
Norges Bank
Norway
$107M 2,416,439 +217,685 +10%
Invesco
12
Invesco
Georgia
$99.2M 2,250,505 +116,300 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$94.1M 2,134,614 -76,908 -3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$88.7M 2,010,932 +95,196 +5%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$83.4M 1,890,122 +348,052 +23%
Morgan Stanley
16
Morgan Stanley
New York
$80.4M 1,822,414 -1,108,176 -38%
Alyeska Investment Group
17
Alyeska Investment Group
Illinois
$77.5M 1,757,120 +952,594 +118%
Principal Financial Group
18
Principal Financial Group
Iowa
$75.3M 1,707,433 +199,662 +13%
BMO
19
Beck Mack & Oliver
New York
$74.8M 1,696,418 -43,730 -3%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$74.3M 1,683,893 +694,363 +70%
Barclays
21
Barclays
United Kingdom
$72M 1,633,429 +1,086,891 +199%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$67.2M 1,523,671 -66,915 -4%
Northern Trust
23
Northern Trust
Illinois
$62M 1,406,498 -428,890 -23%
MHI
24
Miller Howard Investments
New York
$61M 1,383,123 -18,021 -1%
Millennium Management
25
Millennium Management
New York
$56.3M 1,276,071 -495,409 -28%
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