JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

426 hedge funds and large institutions have $4.35B invested in Jefferies Financial Group in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 147 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-46
Holders Change %
-9.75%
% of All Funds
7.2%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
33
Increased
147
Reduced
167
Closed
70
Calls
$9.08M
Puts
$30.4M
Net Calls
-$21.4M
Net Calls Change
+$17.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.71M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$8.2M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$7.79M
4
MCM
Moerus Capital Management
New York
+$7.76M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$7.69M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$44.2M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$22.9M
3
Goldman Sachs
Goldman Sachs
New York
-$19.5M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$15.9M
5
BAMCO Inc
BAMCO Inc
New York
-$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$682K -$79.1K -2,996 -10%
ET
227
Equitable Trust
Tennessee
$673K – – –
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$667K +$98.3K +3,723 +17%
ProShare Advisors
229
ProShare Advisors
Maryland
$666K -$200K -7,576 -23%
IFWM
230
Institute for Wealth Management
Colorado
$665K +$249K +9,414 +60%
CAM
231
Cubic Asset Management
Massachusetts
$652K – – –
X
232
Xponance
Pennsylvania
$641K +$46.4K +1,757 +8%
SAM
233
Shell Asset Management
Netherlands
$637K +$1K +38 +0.2%
WG
234
Winton Group
United Kingdom
$634K -$248K -9,380 -28%
JFGIW
235
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$629K -$7.18K -272 -1%
AWS
236
AJ Wealth Strategies
New York
$622K +$133K +5,019 +27%
PP
237
Prudential plc
United Kingdom
$607K +$6.05K +229 +1%
WIS
238
Wright Investors Service
Connecticut
$606K -$29K -1,099 -5%
AP
239
Advisor Partners
California
$606K -$24.6K -930 -4%
Handelsbanken Fonder
240
Handelsbanken Fonder
Sweden
$605K – – –
Walleye Capital
241
Walleye Capital
New York
$604K +$604K +22,881 New
PI
242
PEAK6 Investments
Illinois
$584K +$77K +2,918 +15%
USAA
243
United Services Automobile Association
Texas
$572K +$572K +21,649 New
QC
244
Quantedge Capital
Singapore
$566K -$834K -31,589 -60%
BC
245
Burney Company
Virginia
$556K +$4.15K +157 +0.8%
GAM
246
Gotham Asset Management
New York
$553K +$220K +8,328 +66%
Public Employees Retirement Association of Colorado
247
Public Employees Retirement Association of Colorado
Colorado
$542K – – –
EWM
248
Evercore Wealth Management
New York
$511K – – –
CGH
249
Crossmark Global Holdings
Texas
$502K -$24K -910 -5%
Mariner
250
Mariner
Kansas
$486K +$60.4K +2,288 +14%
8 9
10
11 12