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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
AssetMark Inc
276
AssetMark Inc
California
$389K -$30.2M -996,949 -99%
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$383K -$28.2K -933 -6%
BDF
278
Balasa Dinverno & Foltz
$383K +$3.21K +106 +0.8%
PHK
279
Point72 Hong Kong
Hong Kong
$380K +$235K +7,753 +135%
DC
280
Davenport & Co
Virginia
$379K
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$378K +$116K +3,818 +40%
WS
282
Wedbush Securities
California
$375K -$11.2K -370 -3%
PAMS
283
Pictet Asset Management (Switzerland)
Switzerland
$375K
SG Americas Securities
284
SG Americas Securities
New York
$369K -$1.02M -33,725 -72%
TCM
285
Teza Capital Management
Illinois
$367K +$394K +13,012 New
JG
286
Jefferies Group
New York
$359K +$385K +12,733 New
HCM
287
HMS Capital Management
Tennessee
$347K +$22.4K +740 +6%
Creative Planning
288
Creative Planning
Kansas
$334K +$122K +4,036 +52%
BAMCO Inc
289
BAMCO Inc
New York
$330K
COI
290
Connable Office Inc
Michigan
$330K
CCP
291
Carmel Capital Partners
California
$330K +$354K +11,694 New
Franklin Resources
292
Franklin Resources
California
$323K -$1.15M -37,905 -77%
BRWA
293
B. Riley Wealth Advisors
Florida
$321K -$29.4K -970 -8%
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$317K +$757 +25 +0.2%
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
$305K +$329K +10,855 New
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$303K
VPIM
297
Vanguard Personalized Indexing Management
California
$300K +$4.33K +143 +1%
BSW
298
Buckingham Strategic Wealth
Missouri
$299K +$212 +7 +0.1%
SCM
299
Shelton Capital Management
Colorado
$297K -$12.8K -424 -4%
AAS
300
Avantax Advisory Services
Texas
$294K -$8.11K -268 -3%