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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 %
SCM
301
Shelton Capital Management
Colorado
$326K -$18.7K -572 -5%
GW
302
GW & Wade
Massachusetts
$317K +$14K +426 +5%
AAS
303
Avantax Advisory Services
Texas
$309K -$32.6K -996 -10%
BEAM
304
Baker Ellis Asset Management
Washington
$309K +$309K +9,414 New
BSW
305
Buckingham Strategic Wealth
Missouri
$308K -$39.5K -1,205 -11%
SPC
306
Sigma Planning Corp
Michigan
$301K -$9.6K -293 -3%
MML Investors Services
307
MML Investors Services
Massachusetts
$298K +$298K +9,093 New
Mariner
308
Mariner
Kansas
$296K +$3.63K +111 +1%
CIP
309
Convergence Investment Partners
Florida
$287K +$287K +8,759 New
SCA
310
SMH Capital Advisors
Texas
$280K -$66 -2 -0%
LNC
311
Lincoln National Corp
Pennsylvania
$275K +$275K +8,400 New
AIS
312
AM Investment Strategies
Tennessee
$271K -$22K -671 -8%
V
313
Veritable
Delaware
$263K +$263K +8,026 New
TRCT
314
Tower Research Capital (TRC)
New York
$263K -$29.9K -916 -10%
Verition Fund Management
315
Verition Fund Management
Connecticut
$261K -$7.09M -216,288 -96%
CA
316
Crewe Advisors
Utah
$259K -$16.2K -495 -6%
BTW
317
Boston Trust Walden
Massachusetts
$257K – – –
ECM
318
Evergreen Capital Management
Washington
$256K +$256K +7,799 New
YMRC
319
Yorktown Management & Research Company
Virginia
$254K +$254K +7,740 New
Wellington Management Group
320
Wellington Management Group
Massachusetts
$252K -$56.5K -1,725 -18%
UB
321
UMB Bank
Missouri
$252K -$6.78K -207 -3%
CCM
322
Coldstream Capital Management
Washington
$250K +$250K +7,634 New
Vontobel Holding
323
Vontobel Holding
Switzerland
$247K +$247K +7,550 New
AF
324
Apexium Financial
Texas
$246K – – –
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$245K -$123K -3,760 -33%
11 12
13
14 15