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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 %
BDF
276
Balasa Dinverno & Foltz
$355K -$159K -6,036 -31%
DC
277
Davenport & Co
Virginia
$355K – – –
WPW
278
Warther Private Wealth
Ohio
$353K -$343K -12,815 -49%
PAMS
279
Pictet Asset Management (Switzerland)
Switzerland
$351K -$42.5K -1,610 -11%
OTPPB
280
Ontario Teachers' Pension Plan Board
Ontario, Canada
$328K +$139K +5,256 +73%
BRWA
281
B. Riley Wealth Advisors
Florida
$326K +$6.95K +263 +2%
QT
282
Quantamental Technologies
New York
$325K +$29.5K +1,118 +10%
EFI
283
EHP Funds Inc
Canada
$323K -$102K -3,870 -24%
QC
284
Quadrature Capital
United Kingdom
$320K +$320K +12,099 New
Janney Montgomery Scott
285
Janney Montgomery Scott
Pennsylvania
$314K -$384K -14,239 -55%
BAMCO Inc
286
BAMCO Inc
New York
$309K -$14.5M -549,150 -98%
COI
287
Connable Office Inc
Michigan
$309K – – –
HCM
288
HMS Capital Management
Tennessee
$306K -$74.1K -2,803 -19%
I
289
INVST
Indiana
$306K -$10.4K -317 -3%
Canada Pension Plan Investment Board
290
Canada Pension Plan Investment Board
Ontario, Canada
$301K +$113K +4,288 +60%
AIM
291
Aigen Investment Management
New York
$301K +$301K +11,399 New
GCM
292
Gibraltar Capital Management
Oklahoma
$297K +$16.5K +625 +6%
B
293
Bailard
California
$296K -$111K -4,184 -27%
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$296K -$7.84K -297 -3%
SCM
295
Shelton Capital Management
Colorado
$289K – – –
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$283K – – –
AAS
297
Avantax Advisory Services
Texas
$283K -$34K -1,286 -11%
BSW
298
Buckingham Strategic Wealth
Missouri
$280K -$8.66K -328 -3%
VPIM
299
Vanguard Personalized Indexing Management
California
$277K -$3.62K -137 -1%
SPC
300
Sigma Planning Corp
Michigan
$270K -$4.3K -163 -2%
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