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Jefferies Financial Group
JEF

Overview Fund Activity

469 hedge funds and large institutions have $5.05B invested in Jefferies Financial Group in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+46
Holders Change %
+10.87%
% of All Funds
7.57%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
81
Increased
137
Reduced
169
Closed
26
Calls
$14.1M
Puts
$20.2M
Net Calls
-$6.05M
Net Calls Change
+$969K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$19.9M
2
BlackRock
BlackRock
New York
+$15.9M
3
Charles Schwab
Charles Schwab
California
+$11.2M
4
Morgan Stanley
Morgan Stanley
New York
+$9.48M
5
Invesco
Invesco
Georgia
+$9.07M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
-$33.5M
2
First Trust Advisors
First Trust Advisors
Illinois
-$19.6M
3
Millennium Management
Millennium Management
New York
-$14.9M
4
CSS
Cubist Systematic Strategies
Connecticut
-$13.1M
5
Two Sigma Investments
Two Sigma Investments
New York
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
251
Pathstone Family Office
New Jersey
$673K +$329K +18,838 +96%
MC
252
Moors & Cabot
Massachusetts
$672K +$672K +20,502 New
EWM
253
Evercore Wealth Management
New York
$635K – – –
JFGIW
254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$634K -$1.05K -32 -0.2%
VAS
255
Vestmark Advisory Solutions
Massachusetts
$597K +$10.3K +313 +2%
TI
256
Trexquant Investment
Connecticut
$593K -$8.86M -270,450 -94%
NMIMC
257
Northwestern Mutual Investment Management Company
Wisconsin
$581K -$339K -10,359 -37%
CGH
258
Crossmark Global Holdings
Texas
$581K -$36.4K -1,110 -6%
SAM
259
Securian Asset Management
Minnesota
$577K -$5.05K -154 -0.9%
BS
260
Boenning & Scattergood
Pennsylvania
$577K +$13.1K +418 +2%
NAM
261
NorthCrest Asset Manangement
Minnesota
$576K +$17.1K +523 +3%
SWM
262
Sculati Wealth Management
Michigan
$562K -$1.05M -31,945 -65%
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$540K +$540K +16,491 New
CAM
264
Cubic Asset Management
Massachusetts
$539K -$269K -8,221 -33%
CIA
265
Citadel Investment Advisory
Ohio
$534K – – –
JIC
266
Joel Isaacson & Co
New York
$531K +$17.1K +523 +3%
KL
267
KWMG LLC
Kansas
$530K +$11.3K +346 +2%
MWC
268
MBM Wealth Consultants
Missouri
$524K +$524K +16,016 New
SAM
269
Shell Asset Management
Netherlands
$518K -$109K -3,311 -17%
AA
270
Ancora Advisors
Ohio
$518K +$206K +6,276 +66%
SAM
271
Silvercrest Asset Management
New York
$516K – – –
HA
272
Harbor Advisors
Florida
$514K – – –
Luther King Capital Management (LKCM)
273
Luther King Capital Management (LKCM)
Texas
$509K -$1.74K -53 -0.3%
CCP
274
Carmel Capital Partners
California
$503K +$120K +3,661 +31%
Squarepoint
275
Squarepoint
New York
$498K -$1.18M -35,983 -70%
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