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Jefferies Financial Group
JEF

Overview Fund Activity

427 hedge funds and large institutions have $4.5B invested in Jefferies Financial Group in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 161 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
-34
Holders Change %
-7.38%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
39
Increased
133
Reduced
161
Closed
70
Calls
$8.8M
Puts
$10.6M
Net Calls
-$1.77M
Net Calls Change
+$4.1M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$33.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$31.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$21.6M
4
Millennium Management
Millennium Management
New York
+$21M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$20.6M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
-$333M
2
WCM
Wedge Capital Management
North Carolina
-$29.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.7M
4
E
Ergoteles
New York
-$27.4M
5
ACL
Azora Capital LP
Florida
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$558K +$558K +16,837 New
SAM
252
Securian Asset Management
Minnesota
$552K +$5.21K +157 +1%
KL
253
KWMG LLC
Kansas
$539K +$19.9K +599 +4%
ACM
254
Aquatic Capital Management
Illinois
$531K -$143K -4,300 -21%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$523K – – –
CAM
256
Cubic Asset Management
Massachusetts
$517K – – –
JIC
257
Joel Isaacson & Co
New York
$514K – – –
SAM
258
Silvercrest Asset Management
New York
$508K +$20.9K +630 +4%
Luther King Capital Management (LKCM)
259
Luther King Capital Management (LKCM)
Texas
$503K +$10.1K +305 +2%
FRM
260
Fox Run Management
Connecticut
$503K +$127K +3,821 +34%
AA
261
Ancora Advisors
Ohio
$501K – – –
HA
262
Harbor Advisors
Florida
$498K – – –
SAM
263
Shell Asset Management
Netherlands
$496K -$2.78K -84 -0.6%
CIA
264
Citadel Investment Advisory
Ohio
$494K -$23.2K -700 -4%
Stifel Financial
265
Stifel Financial
Missouri
$465K -$271K -8,157 -37%
WWM
266
Western Wealth Management
Colorado
$445K +$4.31K +130 +1%
RJT
267
Raymond James Trust
Florida
$435K +$135K +4,080 +45%
JFG
268
Jefferies Financial Group
New York
$433K -$857K -25,840 -66%
Voloridge Investment Management
269
Voloridge Investment Management
Florida
$416K -$2.75M -83,028 -87%
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$414K +$15.1K +456 +4%
CCP
271
Carmel Capital Partners
California
$411K -$66.3K -2,000 -14%
CFP
272
Catalyst Financial Partners
Massachusetts
$399K +$7.99K +241 +2%
Cetera Investment Advisers
273
Cetera Investment Advisers
Illinois
$397K -$129K -3,900 -25%
PMEF
274
Point72 Middle East FZE
United Arab Emirates
$397K -$326K -9,818 -45%
DFCM
275
Dark Forest Capital Management
Puerto Rico
$397K +$148K +4,457 +59%
9 10
11
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