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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 %
AP
251
Advisor Partners
California
$749K -$28.8K -919 -4%
Handelsbanken Fonder
252
Handelsbanken Fonder
Sweden
$720K -$381K -12,133 -35%
PP
253
Prudential plc
United Kingdom
$715K +$25.5K +811 +4%
X
254
Xponance
Pennsylvania
$707K -$13.1K -417 -2%
IA
255
IFP Advisors
Florida
$688K +$668K +30,550 +3,376%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$677K +$155K +4,932 +30%
TW
257
TrinityPoint Wealth
Connecticut
$663K +$46.1K +1,469 +7%
BC
258
Burney Company
Virginia
$656K +$1.63K +52 +0.2%
DCM
259
Dupont Capital Management
Delaware
$644K -$1M -31,956 -61%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$644K – – –
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
$643K -$209K -6,640 -25%
CGH
262
Crossmark Global Holdings
Texas
$625K -$1.32K -42 -0.2%
BDF
263
Balasa Dinverno & Foltz
$612K -$137K -4,351 -18%
EWM
264
Evercore Wealth Management
New York
$608K -$110K -3,493 -15%
PI
265
PEAK6 Investments
Illinois
$603K +$603K +19,209 New
ETC
266
Exchange Traded Concepts
Oklahoma
$601K +$594K +18,893 +8,040%
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$587K -$997K -31,494 -63%
AWS
268
AJ Wealth Strategies
New York
$582K +$177K +5,648 +44%
Stifel Financial
269
Stifel Financial
Missouri
$581K -$3.36M -107,034 -85%
BS
270
Boenning & Scattergood
Pennsylvania
$577K – – –
SAM
271
Securian Asset Management
Minnesota
$570K -$7.69K -245 -1%
MSRPS
272
Maryland State Retirement & Pension System
Maryland
$564K – – –
CS
273
Candriam SCA
Luxembourg
$559K +$85K +2,707 +18%
VAS
274
Vestmark Advisory Solutions
Massachusetts
$557K -$74.7K -2,378 -12%
VF
275
Virtu Financial
New York
$536K +$536K +17,068 New
9 10
11
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