Jefferies Group

Jefferies Group

Jefferies Group LLC is a prominent American multinational independent investment bank and financial services company based in New York City. The firm specializes in providing a range of capital markets and financial advisory services, including institutional brokerage, securities research, and asset management. Jefferies is recognized for its expertise in mergers and acquisitions, restructuring, and other financial advisory services, establishing itself as a key player in the investment banking sector. The investment strategy of Jefferies Group encompasses a diverse array of sectors, with significant activity in Financial Services, Technology, and Healthcare. The firm actively manages a portfolio that includes notable assets such as SPDR Gold Trust (GLD), SPDR S&P 500 ETF Trust (SPY), and NVIDIA Corporation (NVDA). Jefferies' latest disclosures reveal a complex trading record characterized by 200 reported moves, including 50 increases, 116 reductions, and 20 exits, with the largest disclosed move being an addition of approximately $1.9 billion to its position in GLD on May 7, 2026. This strategic approach reflects Jefferies' commitment to navigating the financial landscape effectively.

Latest Trades

CompanyValueActionChangePriceLast Price
Jefferies Group other Unmapped 13F securityPORTFOLIO$6M5.5M sharesOtherQ1 2026 13F$6M$1.04--
Jefferies Group other Unmapped 13F securityPORTFOLIO$3M664.5k sharesOtherQ1 2026 13F$6M$4.64--
Hamilton Lane IncorporatedHLNE$19M189.7k sharesAddQ1 2026 13F$6M$122.79$85.90
Xylem IncXYL$6M47.2k sharesOtherQ1 2026 13F$6M$131.13$121.43
Texas Pacific Land CorporationTPL$2M3.5k sharesTrimQ1 2026 13F$6M$429.75$418.91
J.B. Hunt Transport Services, Inc.JBHT$3M15.4k sharesTrimQ1 2026 13F$6M$213.08$276.28
WEC Energy Group, Inc.WEC$3M29.2k sharesTrimQ1 2026 13F$6M$112.35$112.97
Robinhood Markets, Inc.HOOD$2M32.9k sharesTrimQ1 2026 13F$6M$87.78$99.48
NOVAVAX INCNVAX$5M673.1k sharesOtherQ1 2026 13F$5M$8.14$8.24
ProShares - Ultra Bloomberg Crude OilUCO$-5.5MExitQ1 2026 13F$5M--$40.85
Western Midstream partners, LP Common Units representing limited partner interestsWES$-5.5MExitQ1 2026 13F$5M$41.36$46.07
Gulfport Energy CorporationGPOR$6M27.7k sharesAddQ1 2026 13F$5M$198.82$153.38
Alibaba Group Holding LtdBABA$4M30.6k sharesTrimQ1 2026 13F$5M$150.32$120.46
Stellantis NVSTLA$6M840.4k sharesAddQ1 2026 13F$5M$8.38$5.90
iShares 20+ Year Treasury Bond ETFTLT$136M1.6M sharesAddQ1 2026 13F$5M$87.92$84.24
Ashland Inc.ASH$106M1.9M sharesTrimQ1 2026 13F$5M$59.17$68.64
STMicroelectronics NVSTM$5M154.5k sharesOtherQ1 2026 13F$5M$31.29$62.66
MicroStrategy IncMSTR$18M140.8k sharesTrimQ1 2026 13F$5M$142.95$101.95
PPG Industries, Inc.PPG$6M57.2k sharesAddQ1 2026 13F$5M$113.37$115.70
Kinder Morgan, Inc.KMI$2M71k sharesTrimQ1 2026 13F$5M$31.25$32.58
Jefferies Group add Unmapped 13F securityPORTFOLIO$6M4.3M sharesAddQ1 2026 13F$5M$1.36--
Jefferies Group add Unmapped 13F securityPORTFOLIO$10M809.5k sharesAddQ1 2026 13F$5M$12.36--
Maximus, Inc.MMS$-5.2MExitQ1 2026 13F$5M--$59.03
Uber Technologies IncUBER$611k8.5k sharesTrimQ1 2026 13F$5M$76.97$71.55
First Horizon CorporationFHN$683k30k sharesTrimQ1 2026 13F$5M$23.91$24.94
Ross Stores IncROST$43M199.9k sharesAddQ1 2026 13F$5M$199.21$235.55
Etsy IncETSY$-5.2MExitQ1 2026 13F$5M$54.65$85.74
Plexus CorpPLXS$7M36.1k sharesAddQ1 2026 13F$5M$189.71$248.80
Moody's CorporationMCO$5M12.3k sharesAddQ1 2026 13F$5M$473.05$519.02
Mondelez International, Inc.MDLZ$847k14.7k sharesTrimQ1 2026 13F$5M$57.91$59.82
STANDARDAERO INCSARO$5M196.5k sharesOtherQ1 2026 13F$5M$29.83$26.65
Jefferies Group trim Unmapped 13F securityPORTFOLIO$2M1.3M sharesTrimQ1 2026 13F$5M$1.41--
Coterra Energy IncCTRA$18M501.9k sharesTrimQ1 2026 13F$5M$30.06$32.56
News CorporationNWS$14M494.4k sharesAddQ1 2026 13F$5M$28.20$32.54
National Fuel Gas CompanyNFG$-5.0MExitQ1 2026 13F$5M$87.30$81.64
RBC Bearings IncRBC$1M2.3k sharesTrimQ1 2026 13F$5M$530.83$570.91
Halliburton CompanyHAL$5M117.6k sharesTrimQ1 2026 13F$5M$34.60$33.19
Jefferies Group other Unmapped 13F securityPORTFOLIO$5M67k sharesOtherQ1 2026 13F$5M$73.48--
International Business Machines CorporationIBM$2M8.8k sharesTrimQ1 2026 13F$5M$270.58$210.62
Jefferies Group exit Unmapped 13F securityPORTFOLIO$-4.9MExitQ1 2026 13F$5M----
CSX CorpCSX$3M84.2k sharesTrimQ1 2026 13F$5M$39.19$50.23
Newmark Group, Inc.NMRK$5M333.9k sharesTrimQ1 2026 13F$5M$14.99$15.90
Jefferies Group exit Unmapped 13F securityPORTFOLIO$-4.7MExitQ1 2026 13F$5M----
Invesco DB US Dollar Index Bearish FundUDN$-4.7MExitQ1 2026 13F$5M--$17.97
Flagstar Financial, Inc.FLG$5M402.5k sharesAddQ1 2026 13F$5M$13.17$15.36
ACUITY INC. (DE)AYI$-4.6MExitQ1 2026 13F$5M$303.83$330.34
Enova International, Inc.ENVA$-4.6MExitQ1 2026 13F$5M$148.92$235.53
ImmunityBio, Inc.IBRX$2M300k sharesOtherQ1 2026 13F$5M$7.67$7.75
Salesforce, Inc. Common StockCRM$2M12.5k sharesTrimQ1 2026 13F$5M$207.19$172.68
The Aes CorpAES$1M85.4k sharesTrimQ1 2026 13F$5M$14.89$14.86
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