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Jefferies Financial Group

424 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more capital invested

Capital invested by funds: $4.35B → $4.52B (+$168M)

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.21% more ownership

Funds ownership: 68.74%68.95% (+0.21%)

1% less funds holding

Funds holding: 427424 (-3)

32% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 173

38% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $18.7M

Holders
424
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.3%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
50
Increased
117
Reduced
173
Closed
49
Calls
$11.7M
Puts
$18.7M
Net Calls
-$7.02M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
226
Radnor Capital Management
Pennsylvania
$813K
US Bancorp
227
US Bancorp
Minnesota
$798K +$51.1K +1,687 +6%
NMIMC
228
Northwestern Mutual Investment Management Company
Wisconsin
$792K -$165K -5,455 -16%
JMPWA
229
JP Morgan Private Wealth Advisors
California
$768K +$757 +25 +0.1%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$761K -$56K -1,851 -6%
PCM
231
Parsons Capital Management
Rhode Island
$730K
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$729K
GCP
233
GSA Capital Partners
United Kingdom
$721K +$774K +25,577 New
IA
234
IFP Advisors
Florida
$698K +$6.29K +208 +0.7%
CAM
235
Cubic Asset Management
Massachusetts
$696K
ProShare Advisors
236
ProShare Advisors
Maryland
$667K -$46.2K -1,527 -6%
AWS
237
AJ Wealth Strategies
New York
$664K
X
238
Xponance
Pennsylvania
$658K -$28.2K -931 -4%
Handelsbanken Fonder
239
Handelsbanken Fonder
Sweden
$646K
FRM
240
Fox Run Management
Connecticut
$646K +$694K +22,915 New
JFGIW
241
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$637K -$134K -4,439 -19%
API
242
Advisor Partners II
California
$637K +$683K +22,576 New
ET
243
Equitable Trust
Tennessee
$635K -$90.2K -2,981 -12%
USAA
244
United Services Automobile Association
Texas
$610K
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$606K -$2.26M -74,580 -78%
GAM
246
Gotham Asset Management
New York
$590K -$1.45K -48 -0.2%
CIM
247
Cambria Investment Management
California
$583K +$342K +11,314 +121%
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$579K
PI
249
PEAK6 Investments
Illinois
$571K -$56.9K -1,880 -8%
SEC
250
Seven Eight Capital
New York
$556K +$338K +11,172 +131%