Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,571 positions
SPDR GOLD TR | 5.9M | $1B | 9.1% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 1.3M | $536M | 4.8% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 1.1M | $490.5M | 4.4% | — | — | — | Increased — |
ISHARES TR | 6.1M | $449.1M | 4.0% | — | — | — | Increased — |
SPDR GOLD TR | 2.2M | $372.6M | 3.4% | — | — | — | Increased — |
INVESCO QQQ TR | 983,500 | $352.4M | 3.2% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 750,049 | $320.6M | 2.9% | $370.05 | +11.41% | 4 qtrssince 2022-Q4 | Increased 60 |
ACTIVISION BLIZZARD INC | 2.4M | $223.3M | 2.0% | — | — | — | Decreased — |
INVESCO QQQ TR | 530,623 | $190.1M | 1.7% | $309.59 | +13.78% | 4 qtrssince 2022-Q4 | Increased 78 |
DELTA AIR LINES INC | 4.7M | $175.7M | 1.6% | — | — | — | Increased — |
PALO ALTO NETWORKS INC | 602,500 | $141.3M | 1.3% | — | — | — | Increased — |
ISHARES TR | 597,053 | $105.5M | 0.9% | $169.40 | +0.92% | 4 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 1.4M | $103.5M | 0.9% | $61.37 | +0.09% | 4 qtrssince 2022-Q4 | Increased 68 |
SELECT SECTOR SPDR TR | 1.1M | $100.4M | 0.9% | — | — | — | Decreased — |
APPLE | 525,300 | $89.9M | 0.8% | — | — | — | Decreased — |
HILLMAN SOLUTIONS CORP | 9.9M | $81.3M | 0.7% | $11.02 | -25.15% | 9 qtrssince 2021-Q3 | Unchanged 0 |
KRANESHARES TRUST | 2.9M | $80.6M | 0.7% | — | — | — | Increased — |
ISHARES TR | 450,500 | $79.6M | 0.7% | — | — | — | Decreased — |
SAP SE | 587,500 | $76M | 0.7% | — | — | — | Decreased — |
KBR INC | 1.3M | $74M | 0.7% | $57.39 | -1.27% | 4 qtrssince 2022-Q4 | Decreased 0 |
Jefferies Financial Group Inc. manages $11.1B across 1571 positions as of Q3 2023. Top holdings: GLD calls (9.1%), SPY puts (4.8%), SPY calls (4.4%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 375 new positions, 408 exits, 328 increased. Top move: QQQ (INCREASED, conviction 78). Portfolio: $11.1B across 1571 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR