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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 %
PFS
301
Prospera Financial Services
Texas
$264K -$6.49K -246 -2%
Pacer Advisors
302
Pacer Advisors
Pennsylvania
$258K -$41.6K -1,577 -14%
Cetera Investment Advisers
303
Cetera Investment Advisers
Illinois
$253K +$27.4K +1,037 +12%
Wellington Management Group
304
Wellington Management Group
Massachusetts
$249K -$2.11K -80 -0.8%
CIM
305
Cambria Investment Management
California
$247K +$247K +9,372 New
XT
306
XTX Topco
Cayman Islands
$241K +$241K +9,112 New
AIS
307
AM Investment Strategies
Tennessee
$235K +$633 +24 +0.3%
RWA
308
Redmont Wealth Advisors
Illinois
$234K +$50.3K +1,904 +27%
AA
309
Ancora Advisors
Ohio
$233K +$14.5K +549 +7%
GW
310
GW & Wade
Massachusetts
$230K +$5.38K +204 +2%
EI
311
Ethic Inc
New York
$228K +$16.2K +613 +8%
SCA
312
SMH Capital Advisors
Texas
$226K +$158 +6 +0.1%
SEC
313
Seven Eight Capital
New York
$226K +$10.8K +408 +5%
BL
314
Balentine LLC
Georgia
$217K +$35.6K +1,351 +20%
FFM
315
Forum Financial Management
Illinois
$216K +$12K +455 +6%
UB
316
UMB Bank
Missouri
$213K – – –
MFS
317
Mirabella Financial Services
United Kingdom
$212K -$110K -4,176 -34%
CA
318
Crewe Advisors
Utah
$208K – – –
BTW
319
Boston Trust Walden
Massachusetts
$207K – – –
Creative Planning
320
Creative Planning
Kansas
$206K -$90.5K -3,427 -31%
PA
321
Profund Advisors
Maryland
$203K -$41.4K -1,572 -17%
CCA
322
Checchi Capital Advisers
California
$203K +$1.99K +64 +1%
ADL
323
Asset Dedication LLC
California
$180K -$4.12K -156 -2%
CFB
324
Cullen/Frost Bankers
Texas
$176K +$6.43K +243 +4%
QC
325
Quent Capital
New York
$152K +$7.84K +297 +5%
11 12
13
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