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Jefferies Financial Group
JEF

Overview Fund Activity

529 hedge funds and large institutions have $8.82B invested in Jefferies Financial Group in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 138 increasing their positions, 196 reducing their positions, and 43 closing their positions.

Holders
529
Holders Change
+41
Holders Change %
+8.4%
% of All Funds
7.65%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
89
Increased
138
Reduced
196
Closed
43
Calls
$126M
Puts
$60.1M
Net Calls
+$66.2M
Net Calls Change
+$55.9M

Top Buyers

1
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$569M
2
MMLI
2
Massachusetts Mutual Life Insurance
Massachusetts
$286M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$202M
4
Invesco
4
Invesco
Georgia
$256M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$54.1M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
FPA
3
First Pacific Advisors
California
$241M
4
DSC
4
Donald Smith & Co
New York
$71M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$264K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$944M 15,332,346 -361,161 -2%
BlackRock
2
BlackRock
New York
$941M 15,290,412 -746,319 -5%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$569M 9,247,081 +9,247,081 New
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$401M 6,510,681 -539,134 -8%
State Street
5
State Street
Massachusetts
$306M 4,975,291 -149,318 -3%
MMLI
6
Massachusetts Mutual Life Insurance
Massachusetts
$286M 4,654,362 +4,654,362 New
Invesco
7
Invesco
Georgia
$256M 4,166,432 +2,160,195 +108%
FPA
8
First Pacific Advisors
California
$241M 3,914,280 -1,495,930 -28%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$229M 3,724,879 -507,401 -12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$202M 3,286,958 +2,914,504 +783%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$171M 2,781,009 -73,323 -3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$154M 2,504,513 +167,270 +7%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$150M 2,430,825 -965,430 -28%
AllianceBernstein
14
AllianceBernstein
Tennessee
$142M 2,311,513 -158,980 -6%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$127M 2,055,915 +395,831 +24%
Barclays
16
Barclays
United Kingdom
$124M 2,014,387 +470,409 +30%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$119M 1,940,342 -228,567 -11%
Morgan Stanley
18
Morgan Stanley
New York
$118M 1,916,094 +210,699 +12%
Citigroup
19
Citigroup
New York
$98.9M 1,607,256 -517,146 -24%
Principal Financial Group
20
Principal Financial Group
Iowa
$98.4M 1,598,703 -71,881 -4%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$94.3M 1,531,599 -109,686 -7%
BMO
22
Beck Mack & Oliver
New York
$85.9M 1,395,113 -82,653 -6%
Northern Trust
23
Northern Trust
Illinois
$83.1M 1,349,838 -98,474 -7%
MHI
24
Miller Howard Investments
New York
$82.3M 1,337,482 -23,132 -2%
AIM
25
Artemis Investment Management
United Kingdom
$78.5M 1,275,919 +106,076 +9%
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