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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 %
HCM
276
Huber Capital Management
California
$483K – – –
DC
277
Davenport & Co
Virginia
$468K +$27.4K +836 +6%
Lido Advisors
278
Lido Advisors
California
$463K +$463K +14,115 New
WWM
279
Western Wealth Management
Colorado
$452K -$32.2K -982 -7%
UC
280
Unio Capital
New Jersey
$446K +$446K +13,598 New
WS
281
Wedbush Securities
California
$436K – – –
WG
282
Winton Group
United Kingdom
$434K -$51.8K -1,581 -11%
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$418K -$25.9K -793 -6%
JFG
284
Jefferies Financial Group
New York
$417K +$417K +12,733 New
AI
285
AdvisorShares Investments
Maryland
$413K +$413K +12,603 New
EI
286
Ethic Inc
New York
$404K +$90K +2,746 +29%
CFP
287
Catalyst Financial Partners
Massachusetts
$403K +$403K +12,299 New
HCM
288
HMS Capital Management
Tennessee
$401K -$2.79K -85 -0.7%
EGM
289
Engineers Gate Manager
New York
$401K +$401K +12,229 New
BRWA
290
B. Riley Wealth Advisors
Florida
$397K +$24.3K +740 +7%
COI
291
Connable Office Inc
Michigan
$384K – – –
BAMCO Inc
292
BAMCO Inc
New York
$384K – – –
Creative Planning
293
Creative Planning
Kansas
$384K -$4.39K -134 -1%
D.E. Shaw & Co
294
D.E. Shaw & Co
New York
$382K -$3.93M -119,891 -91%
VF
295
Vest Financial
Virginia
$372K +$372K +11,351 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
296
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$363K -$654K -19,943 -64%
FDCDDQ
297
Federation des caisses Desjardins du Quebec
Quebec, Canada
$352K – – –
PGCM
298
Prescott Group Capital Management
Oklahoma
$343K +$343K +10,460 New
SWP
299
Stratos Wealth Partners
Ohio
$336K -$721 -22 -0.2%
ACA
300
Atlas Capital Advisors
Wyoming
$333K +$333K +10,150 New
10 11
12
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