Jefferies Financial Group
586 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 168 increasing their positions, 213 reducing their positions, and 50 closing their positions.
118% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 50
88% more call options, than puts
Call options by funds: $99.3M | Put options by funds: $52.8M
34% more capital invested
Capital invested by funds: $8.94B → $12B (+$3.02B)
10% more funds holding
Funds holding: 534 → 586 (+52)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
3.54% more ownership
Funds ownership: 70.69% → 74.24% (+3.5%)
21% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 213
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$460M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$265M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$151M |
| 4 |
JP Morgan Chase
New York
|
+$103M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$81.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$98.6M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$80.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$76.8M |
| 4 |
DSC
Donald Smith & Co
New York
|
-$71M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$53.6M |
JEF Hedge Fund Activity: Q4 2024 in Review
586 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2024, worth a combined $12B — up 34% from $8.94B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new JEF positions and 50 closed out — a net gain of 59 holders — while 168 added to existing stakes and 213 trimmed.
The largest buyer was Citigroup, adding an estimated $460M. The largest seller was Norges Bank, cutting an estimated $98.6M.
- 586 institutional investors held Jefferies Financial Group (JEF) as of Q4 2024, up from 534 in Q3 2024.
- Funds reported $12B of Jefferies Financial Group stock for Q4 2024, up 34% quarter-over-quarter.
- 109 funds opened new Jefferies Financial Group positions in Q4 2024 and 50 closed out, a net change of +59 holders.
- The largest Jefferies Financial Group buyer in Q4 2024 was Citigroup, an estimated $460M added.
- The largest Jefferies Financial Group seller in Q4 2024 was Norges Bank, an estimated $98.6M sold.
Based on aggregated 13F filings for Q4 2024.