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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
PFO
251
Pathstone Family Office
New Jersey
$555K +$597K +19,711 New
EWM
252
Evercore Wealth Management
New York
$546K
SAM
253
Shell Asset Management
Netherlands
$539K -$152K -5,011 -21%
CGH
254
Crossmark Global Holdings
Texas
$531K -$5.69K -188 -1%
RWA
255
Redmont Wealth Advisors
Illinois
$515K +$285K +9,414 +106%
Natixis Advisors
256
Natixis Advisors
Massachusetts
$513K +$119K +3,947 +28%
BS
257
Boenning & Scattergood
Pennsylvania
$506K
VAS
258
Vestmark Advisory Solutions
Massachusetts
$505K -$13.7K -454 -2%
SAM
259
Securian Asset Management
Minnesota
$501K -$15.4K -508 -3%
HA
260
Harbor Advisors
Florida
$481K
NAM
261
NorthCrest Asset Manangement
Minnesota
$481K
WWM
262
Western Wealth Management
Colorado
$480K +$20.2K +667 +5%
QCM
263
Quantinno Capital Management
New York
$461K -$57.1K -1,886 -10%
CIA
264
Citadel Investment Advisory
Ohio
$460K
KL
265
KWMG LLC
Kansas
$446K +$11.9K +392 +3%
SAM
266
Silvercrest Asset Management
New York
$444K
JIC
267
Joel Isaacson & Co
New York
$443K
Luther King Capital Management (LKCM)
268
Luther King Capital Management (LKCM)
Texas
$440K -$15.3K -507 -3%
QC
269
Quadrature Capital
United Kingdom
$421K +$86.4K +2,856 +24%
WG
270
Winton Group
United Kingdom
$418K -$278K -9,200 -38%
HCM
271
Huber Capital Management
California
$416K
CL
272
CPWM LLC
Washington
$416K +$969 +32 +0.2%
OTPPB
273
Ontario Teachers' Pension Plan Board
Ontario, Canada
$406K +$59.8K +1,975 +16%
RCA
274
Roberts Capital Advisors
Colorado
$398K
Walleye Trading
275
Walleye Trading
New York
$391K -$363K -11,992 -46%

JEF Hedge Fund Activity: Q3 2022 in Review

424 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2022, worth a combined $4.52B — up 3.9% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new JEF positions and 49 closed out — a net gain of 1 holder — while 117 added to existing stakes and 173 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $20.5M. The largest seller was Burgundy Asset Management, cutting an estimated $54.1M.

  • 424 institutional investors held Jefferies Financial Group (JEF) as of Q3 2022, down from 427 in Q2 2022.
  • Funds reported $4.52B of Jefferies Financial Group stock for Q3 2022, up 3.9% quarter-over-quarter.
  • 50 funds opened new Jefferies Financial Group positions in Q3 2022 and 49 closed out, a net change of +1 holder.
  • The largest Jefferies Financial Group buyer in Q3 2022 was Two Sigma Investments, an estimated $20.5M added.
  • The largest Jefferies Financial Group seller in Q3 2022 was Burgundy Asset Management, an estimated $54.1M sold.

Based on aggregated 13F filings for Q3 2022.