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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 %
VAS
251
Vestmark Advisory Solutions
Massachusetts
$485K +$16.4K +622 +4%
SAM
252
Securian Asset Management
Minnesota
$482K +$2.93K +111 +0.6%
QCM
253
Quantinno Capital Management
New York
$481K +$481K +18,220 New
BS
254
Boenning & Scattergood
Pennsylvania
$474K -$11K -418 -2%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$474K – – –
NAM
256
NorthCrest Asset Manangement
Minnesota
$450K – – –
GT
257
Glenmede Trust
Pennsylvania
$446K -$3.27M -124,003 -88%
CIA
258
Citadel Investment Advisory
Ohio
$430K – – –
Luther King Capital Management (LKCM)
259
Luther King Capital Management (LKCM)
Texas
$425K +$32.6K +1,235 +8%
SAM
260
Silvercrest Asset Management
New York
$415K -$4.41K -167 -1%
JIC
261
Joel Isaacson & Co
New York
$414K – – –
HA
262
Harbor Advisors
Florida
$414K – – –
KL
263
KWMG LLC
Kansas
$408K +$23.6K +894 +6%
IWA
264
IBEX Wealth Advisors
New Jersey
$402K -$4.39M -166,096 -92%
HCM
265
Huber Capital Management
California
$389K – – –
CL
266
CPWM LLC
Washington
$389K – – –
Mitsubishi UFJ Asset Management
267
Mitsubishi UFJ Asset Management
Japan
$383K +$383K +14,500 New
WWM
268
Western Wealth Management
Colorado
$380K -$2.91K -108 -0.8%
Natixis Advisors
269
Natixis Advisors
Massachusetts
$376K -$25.3K -959 -6%
RCA
270
Roberts Capital Advisors
Colorado
$373K – – –
Wolverine Trading
271
Wolverine Trading
Illinois
$366K +$157K +5,898 +75%
WS
272
Wedbush Securities
California
$361K -$16.7K -632 -4%
AGP
273
Autumn Glory Partners
Texas
$360K -$360K -13,624 -50%
CI Investments Inc
274
CI Investments Inc
Ontario, Canada
$357K -$76.7K -2,901 -18%
MAP
275
Moody Aldrich Partners
Massachusetts
$356K -$3.59K -136 -1%
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