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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
$33.4M
2
Citadel Advisors
Citadel Advisors
Florida
$87.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$686M
4
Millennium Management
Millennium Management
New York
$57.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$20.6M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
2
WCM
Wedge Capital Management
North Carolina
$2.41M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.48M
4
E
Ergoteles
New York
$1.58M
5
ACL
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
276
Candriam SCA
Luxembourg
$391K -$13.1M -395,933 -97%
COI
277
Connable Office Inc
Michigan
$372K – – –
USAA
278
United Services Automobile Association
Texas
$370K +$5.64K +170 +2%
ProShare Advisors
279
ProShare Advisors
Maryland
$362K +$4.78K +144 +1%
PA
280
Pinnacle Associates
New York
$362K +$120K +3,603 +49%
YMRC
281
Yorktown Management & Research Company
Virginia
$355K +$109K +3,300 +45%
SEC
282
Seven Eight Capital
New York
$354K +$354K +10,674 New
Mariner
283
Mariner
Kansas
$353K -$20.4K -614 -5%
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$340K – – –
Wolverine Trading
285
Wolverine Trading
Illinois
$335K -$14.8K -442 -4%
HCM
286
HMS Capital Management
Tennessee
$333K +$1.39K +42 +0.4%
Los Angeles Capital Management
287
Los Angeles Capital Management
California
$315K -$510K -15,380 -62%
BA
288
Bridgewater Associates
Connecticut
$314K +$86.5K +2,608 +38%
NYLIM
289
New York Life Investment Management
New York
$308K +$308K +9,277 New
Lido Advisors
290
Lido Advisors
California
$306K +$306K +9,231 New
DC
291
Davenport & Co
Virginia
$304K – – –
SCM
292
Shelton Capital Management
Colorado
$301K – – –
AAS
293
Avantax Advisory Services
Texas
$299K -$10K -302 -3%
CPC
294
Cookson Peirce & Co
Pennsylvania
$296K +$296K +8,922 New
JPMPWA
295
J.P. Morgan Private Wealth Advisors
California
$289K -$481K -14,489 -62%
EI
296
Ethic Inc
New York
$282K -$101K -3,058 -26%
BSW
297
Buckingham Strategic Wealth
Missouri
$281K -$17.5K -528 -6%
SWP
298
Stratos Wealth Partners
Ohio
$269K -$34K -1,024 -11%
LNC
299
Lincoln National Corp
Pennsylvania
$268K +$929 +28 +0.3%
IIM
300
INTECH Investment Management
Florida
$258K +$258K +7,771 New
10 11
12
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