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Jefferies Financial Group
JEF

Overview Fund Activity

579 hedge funds and large institutions have $12B invested in Jefferies Financial Group in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 167 increasing their positions, 208 reducing their positions, and 51 closing their positions.

Holders
579
Holders Change
+50
Holders Change %
+9.45%
% of All Funds
7.71%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
108
Increased
167
Reduced
208
Closed
51
Calls
$99.3M
Puts
$52.8M
Net Calls
+$46.5M
Net Calls Change
-$19.7M

Top Buyers

1
Citigroup
1
Citigroup
New York
$627M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$470M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$422M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
Invesco
5
Invesco
Georgia
$415M

Top Sellers

1
FPA
1
First Pacific Advisors
California
$220M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15M
3
DSC
3
Donald Smith & Co
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$10.5M
5
Amundi
5
Amundi
France
$166K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.24B 15,774,133 +483,721 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.2B 15,354,633 +22,287 +0.1%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$725M 9,247,081 – –
Citigroup
4
Citigroup
New York
$627M 7,994,877 +6,387,621 +397%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$487M 6,165,589 -345,092 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$470M 5,988,746 +3,677,233 +159%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$422M 5,381,149 +2,094,191 +64%
Invesco
8
Invesco
Georgia
$415M 5,293,767 +1,127,335 +27%
State Street
9
State Street
Massachusetts
$399M 5,085,198 +109,907 +2%
MMLI
10
Massachusetts Mutual Life Insurance
Massachusetts
$365M 4,655,231 +869 +0%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$309M 3,941,692 +1,437,179 +57%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$246M 3,137,457 -587,422 -16%
FPA
13
First Pacific Advisors
California
$220M 2,801,498 -1,112,782 -28%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$218M 2,777,952 -3,057 -0.1%
Morgan Stanley
15
Morgan Stanley
New York
$217M 2,769,659 +853,565 +45%
Barclays
16
Barclays
United Kingdom
$167M 2,134,431 +120,044 +6%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$161M 2,048,009 -382,816 -16%
Bank of America
18
Bank of America
North Carolina
$142M 1,805,897 +1,037,785 +135%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$135M 1,727,982 -212,360 -11%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$135M 1,720,327 -335,588 -16%
Principal Financial Group
21
Principal Financial Group
Iowa
$129M 1,645,844 +47,141 +3%
Northern Trust
22
Northern Trust
Illinois
$124M 1,582,075 +232,237 +17%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$111M 1,414,739 -116,860 -8%
AIM
24
Artemis Investment Management
United Kingdom
$109M 1,394,805 +118,886 +9%
BMO
25
Beck Mack & Oliver
New York
$106M 1,357,834 -37,279 -3%
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