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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
SWP
301
Stratos Wealth Partners
Ohio
$289K +$311K +10,263 New
Connor, Clark & Lunn Investment Management (CC&L)
302
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$281K +$302K +9,966 New
EI
303
Ethic Inc
New York
$270K +$28.4K +937 +11%
AA
304
Ancora Advisors
Ohio
$268K +$20.6K +680 +8%
SPC
305
Sigma Planning Corp
Michigan
$267K -$23.2K -765 -7%
Wellington Management Group
306
Wellington Management Group
Massachusetts
$266K
GW
307
GW & Wade
Massachusetts
$261K +$16.1K +531 +6%
MAM
308
Meeder Asset Management
Ohio
$257K +$123K +4,063 +81%
TRCT
309
Tower Research Capital (TRC)
New York
$253K -$566K -18,697 -68%
Mariner
310
Mariner
Kansas
$252K -$287K -9,484 -51%
AIS
311
AM Investment Strategies
Tennessee
$252K +$666 +22 +0.2%
MM
312
MQS Management
New York
$243K +$260K +8,603 New
SCA
313
SMH Capital Advisors
Texas
$241K -$151 -5 -0.1%
DT
314
Diversified Trust
Tennessee
$238K +$256K +8,449 New
CA
315
Crewe Advisors
Utah
$237K +$15K +495 +6%
B
316
Bailard
California
$227K -$95K -3,138 -28%
FFM
317
Forum Financial Management
Illinois
$227K -$4.12K -136 -2%
UB
318
UMB Bank
Missouri
$222K -$3.87K -128 -2%
BTW
319
Boston Trust Walden
Massachusetts
$221K
Group One Trading
320
Group One Trading
Illinois
$218K -$775K -25,608 -77%
BC
321
Burney Company
Virginia
$218K -$403K -13,310 -63%
AF
322
Apexium Financial
Texas
$211K +$227K +7,492 New
PA
323
Profund Advisors
Maryland
$210K -$7.72K -255 -3%
IUHSA
324
Itau Unibanco Holding S.A.
Brazil
$188K +$201K +6,648 New
WTC
325
WhitTier Trust Company
Nevada
$162K