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Jefferies Financial Group
JEF

Overview Fund Activity

472 hedge funds and large institutions have $5.45B invested in Jefferies Financial Group in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-33
Holders Change %
-6.53%
% of All Funds
7.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
63
Increased
163
Reduced
178
Closed
90
Calls
$11.8M
Puts
$51M
Net Calls
-$39.3M
Net Calls Change
-$44.7M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$73M
2
First Trust Advisors
First Trust Advisors
Illinois
+$72.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$22.7M
5
DSC
Donald Smith & Co
New York
+$16.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$65.6M
2
AIM
Artemis Investment Management
United Kingdom
-$65.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$43.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$35.2M
5
CVA
Ceredex Value Advisors
Florida
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
226
AMG National Trust Bank
Colorado
$988K -$18.2K -579 -2%
LPL Financial
227
LPL Financial
California
$957K -$7.46M -237,637 -89%
WSCM
228
Wellington Shields Capital Management
New York
$920K – – –
JPMPWA
229
J.P. Morgan Private Wealth Advisors
California
$920K +$37.9K +1,209 +4%
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$906K +$47.5K +1,512 +6%
RCM
231
Radnor Capital Management
Pennsylvania
$906K +$85.4K +2,719 +10%
SOADOR
232
State of Alaska Department of Revenue
Alaska
$894K -$768K -24,484 -46%
SG Americas Securities
233
SG Americas Securities
New York
$892K +$149K +4,732 +20%
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$890K -$62.4K -1,987 -7%
Neuberger Berman Group
235
Neuberger Berman Group
New York
$874K -$138K -4,390 -14%
BA
236
Bridgewater Associates
Connecticut
$863K -$549K -17,484 -39%
DA
237
DCM Advisors
New York
$857K -$324K -10,320 -27%
AGP
238
Autumn Glory Partners
Texas
$856K +$428K +13,624 +100%
HWAM
239
Hennion & Walsh Asset Management
New Jersey
$835K +$148K +4,707 +22%
WPW
240
Warther Private Wealth
Ohio
$828K +$219K +6,887 +36%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$813K -$338K -10,742 -29%
PCM
242
Parsons Capital Management
Rhode Island
$813K – – –
ET
243
Equitable Trust
Tennessee
$801K – – –
US Bancorp
244
US Bancorp
Minnesota
$799K +$3.77K +120 +0.5%
Mirae Asset Global Investments
245
Mirae Asset Global Investments
South Korea
$792K +$792K +25,216 New
CAM
246
Cubic Asset Management
Massachusetts
$775K – – –
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$764K +$764K +24,333 New
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$757K +$23.4K +746 +3%
SAM
249
Shell Asset Management
Netherlands
$756K -$112K -3,565 -13%
WIS
250
Wright Investors Service
Connecticut
$756K +$34K +1,082 +5%
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