Jefferies Financial Group Inc.
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,642 positions
STATE STR SPDR S&P 500 ETF T | 3.6M | $1.7B | 11.1% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 2.7M | $1.3B | 8.5% | $435.48 | +5.69% | 5 qtrssince 2022-Q4 | Increased 100 |
SPDR GOLD TR | 5.4M | $1B | 6.7% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 1.1M | $519M | 3.4% | — | — | — | Decreased — |
ISHARES TR | 4.1M | $315M | 2.1% | — | — | — | Decreased — |
INVESCO QQQ TR | 693,900 | $284.2M | 1.9% | — | — | — | Decreased — |
SPDR GOLD TR | 1.3M | $248.9M | 1.6% | — | — | — | Decreased — |
APPLIED MATLS INC | 1.4M | $229.4M | 1.5% | — | — | — | New — |
INVESCO QQQ TR | 515,533 | $211.1M | 1.4% | $309.59 | +30.39% | 5 qtrssince 2022-Q4 | Decreased 0 |
ISHARES TR | 858,000 | $172.2M | 1.1% | — | — | — | Increased — |
JPMORGAN CHASE & CO | 962,100 | $163.7M | 1.1% | — | — | — | Increased — |
ISHARES TR | 783,620 | $157.3M | 1.0% | $175.46 | +11.05% | 5 qtrssince 2022-Q4 | Increased 61 |
SURGERY PARTNERS INC | 4.6M | $146M | 1.0% | $32.00 | -0.03% | 3 qtrssince 2023-Q2 | Increased 69 |
ISHARES TR | 1.9M | $145.1M | 0.9% | — | — | — | Increased — |
VANECK ETF TRUST | 4.6M | $141.2M | 0.9% | — | — | — | Increased — |
INVESCO EXCHANGE TRADED FD T | 744,979 | $117.6M | 0.8% | $146.83 | +2.77% | 5 qtrssince 2022-Q4 | Increased 68 |
JPMORGAN CHASE & CO | 671,800 | $114.3M | 0.7% | — | — | — | Increased — |
CONOCOPHILLIPS | 834,700 | $96.9M | 0.6% | — | — | — | New — |
ISHARES TR | 475,500 | $95.4M | 0.6% | — | — | — | Increased — |
HILLMAN SOLUTIONS CORP | 9.9M | $90.8M | 0.6% | $11.02 | -16.44% | 10 qtrssince 2021-Q3 | Unchanged 0 |
Jefferies Financial Group Inc. manages $15.3B across 1642 positions as of Q4 2023. Top holdings: SPY puts (11.1%), SPY (8.5%), GLD calls (6.7%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 455 new positions, 357 exits, 380 increased. Top move: SPY (INCREASED, conviction 100). Portfolio: $15.3B across 1642 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