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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 %
NAM
276
NorthCrest Asset Manangement
Minnesota
$535K +$11.5K +366 +2%
CI Investments Inc
277
CI Investments Inc
Ontario, Canada
$515K -$45.2K -1,440 -8%
CIA
278
Citadel Investment Advisory
Ohio
$512K – – –
Jacobs Levy Equity Management
279
Jacobs Levy Equity Management
New Jersey
$508K +$508K +16,174 New
Mariner
280
Mariner
Kansas
$507K +$18K +573 +4%
EFI
281
EHP Funds Inc
Canada
$506K +$506K +16,108 New
PP
282
Paloma Partners
Connecticut
$501K -$323K -10,306 -39%
SAM
283
Silvercrest Asset Management
New York
$499K – – –
IFWM
284
Institute for Wealth Management
Colorado
$495K +$495K +15,762 New
HA
285
Harbor Advisors
Florida
$493K – – –
JIC
286
Joel Isaacson & Co
New York
$489K – – –
B
287
Bailard
California
$483K +$483K +15,376 New
Natixis Advisors
288
Natixis Advisors
Massachusetts
$477K +$58.6K +1,867 +14%
PAMS
289
Pictet Asset Management (Switzerland)
Switzerland
$468K +$64.1K +2,043 +16%
Luther King Capital Management (LKCM)
290
Luther King Capital Management (LKCM)
Texas
$467K -$83.1K -2,644 -15%
HCM
291
Huber Capital Management
California
$463K -$575K -18,305 -55%
CL
292
CPWM LLC
Washington
$463K +$1.35K +43 +0.3%
LAM
293
Lingohr Asset Management
Germany
$461K +$461K +14,664 New
KL
294
KWMG LLC
Kansas
$457K -$3.41M -108,643 -88%
HCM
295
HMS Capital Management
Tennessee
$452K -$3.87K -123 -0.8%
WS
296
Wedbush Securities
California
$450K -$31 -1 -0%
WWM
297
Western Wealth Management
Colorado
$446K +$446K +14,202 New
RCA
298
Roberts Capital Advisors
Colorado
$443K – – –
MAP
299
Moody Aldrich Partners
Massachusetts
$428K +$105K +3,331 +32%
OQS
300
Occudo Quantitative Strategies
Florida
$427K +$427K +13,610 New
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