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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 %
SCA
301
SMH Capital Advisors
Texas
$254K -$5.73K -173 -2%
PC
302
Permanens Capital
New York
$251K +$251K +7,580 New
CA
303
Crewe Advisors
Utah
$250K – – –
CCM
304
Coldstream Capital Management
Washington
$250K +$14.9K +449 +6%
BTW
305
Boston Trust Walden
Massachusetts
$249K – – –
UB
306
UMB Bank
Missouri
$244K – – –
AF
307
Apexium Financial
Texas
$238K – – –
BEAM
308
Baker Ellis Asset Management
Washington
$232K – – –
FFM
309
Forum Financial Management
Illinois
$231K -$2.52K -76 -1%
MAM
310
Mastrapasqua Asset Management
Tennessee
$231K -$2.55K -77 -1%
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$228K +$6.69K +202 +3%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$225K -$4.78K -144 -2%
GT
313
Greenleaf Trust
Michigan
$222K -$6.9K -208 -3%
SC
314
Searle & Co
Connecticut
$221K +$221K +6,000 New
PMAM
315
Penn Mutual Asset Management
Pennsylvania
$221K +$221K +6,650 New
CCA
316
Checchi Capital Advisers
California
$218K -$2.16K -65 -1%
NRD
317
Nebula Research & Development
New York
$215K +$215K +6,477 New
CIC
318
Carnegie Investment Counsel
Ohio
$214K – – –
CFG
319
Cooper Financial Group
California
$213K +$2.06K +62 +1%
PC
320
Pecaut & Co
Iowa
$211K – – –
FHC
321
First Heartland Consultants
Missouri
$207K +$207K +6,238 New
CCB
322
Country Club Bank
Missouri
$207K +$207K +6,200 New
JF
323
Jump Financial
Illinois
$204K -$399K -12,024 -66%
AL
324
Aspiriant LLC
California
$201K +$201K +6,073 New
BFM
325
Boothbay Fund Management
New York
$200K -$141K -4,262 -41%
11 12
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