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Jefferies Financial Group

491 hedge funds and large institutions have $6.76B invested in Jefferies Financial Group in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $16.2M

46% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 46

18% more capital invested

Capital invested by funds: $5.74B → $6.76B (+$1.02B)

2.54% more ownership

Funds ownership: 61.55%64.1% (+2.5%)

2% more funds holding

Funds holding: 481491 (+10)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
491
Holders Change
+10
Holders Change %
+2.08%
% of All Funds
7.09%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.22%
New
67
Increased
155
Reduced
150
Closed
46
Calls
$26.5M
Puts
$16.2M
Net Calls
+$10.3M
Net Calls Change
+$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$798M +$13.2M +293,792 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$781M -$15.3M -340,278 -2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$351M +$42M +936,424 +15%
FPA
4
First Pacific Advisors
California
$269M -$456K -10,160 -0.2%
State Street
5
State Street
Massachusetts
$255M -$9.2M -204,974 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$211M +$3.43M +76,327 +2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$169M +$17.5M +389,385 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$142M +$3.18M +70,832 +3%
DSC
9
Donald Smith & Co
New York
$124M -$16.2M -361,909 -13%
AllianceBernstein
10
AllianceBernstein
Tennessee
$123M -$35M -780,065 -24%
JP Morgan Chase
11
JP Morgan Chase
New York
$116M +$14.6M +326,311 +16%
Norges Bank
12
Norges Bank
Norway
$114M -$5.2M -115,803 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$108M +$1.54M +34,295 +2%
Citigroup
14
Citigroup
New York
$106M +$94.7M +2,109,030 +13,720%
Invesco
15
Invesco
Georgia
$99.8M -$11M -244,268 -11%
Marshall Wace
16
Marshall Wace
United Kingdom
$96.9M +$68.6M +1,529,218 +366%
Morgan Stanley
17
Morgan Stanley
New York
$84.9M -$5.25M -117,019 -6%
Principal Financial Group
18
Principal Financial Group
Iowa
$83.1M -$1.65M -36,849 -2%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$82.6M -$10.3M -230,038 -12%
N
20
Nuveen
North Carolina
$81.7M -$1.91M -42,608 -3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$78M +$1.98M +44,040 +3%
Barclays
22
Barclays
United Kingdom
$76.8M -$4.01M -89,451 -5%
BMO
23
Beck Mack & Oliver
New York
$73.5M -$9.81M -218,652 -13%
Northern Trust
24
Northern Trust
Illinois
$72.1M +$1.88M +41,814 +3%
MHI
25
Miller Howard Investments
New York
$67.7M -$1.01M -22,509 -2%

JEF Hedge Fund Activity: Q2 2024 in Review

491 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2024, worth a combined $6.76B — up 18% from $5.74B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new JEF positions and 46 closed out — a net gain of 21 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Citigroup, adding an estimated $94.7M. The largest seller was AllianceBernstein, cutting an estimated $35M.

  • 491 institutional investors held Jefferies Financial Group (JEF) as of Q2 2024, up from 481 in Q1 2024.
  • Funds reported $6.76B of Jefferies Financial Group stock for Q2 2024, up 18% quarter-over-quarter.
  • 67 funds opened new Jefferies Financial Group positions in Q2 2024 and 46 closed out, a net change of +21 holders.
  • The largest Jefferies Financial Group buyer in Q2 2024 was Citigroup, an estimated $94.7M added.
  • The largest Jefferies Financial Group seller in Q2 2024 was AllianceBernstein, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2024.