JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

435 hedge funds and large institutions have $4.79B invested in Jefferies Financial Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
6.94%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
52
Increased
126
Reduced
156
Closed
39
Calls
$16.3M
Puts
$18.3M
Net Calls
-$2.07M
Net Calls Change
-$307K

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$67M
2
Jane Street
Jane Street
New York
$28.6M
3
Invesco
Invesco
Georgia
$47.3M
4
Principal Financial Group
Principal Financial Group
Iowa
$46.3M
5
ZIG
Zurich Insurance Group
Switzerland
$16.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$671M
2
BlackRock
BlackRock
New York
$606M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$57.8M
4
LSV Asset Management
LSV Asset Management
Illinois
$100M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
301
Bay Colony Advisors
Massachusetts
$277K -$388K -10,598 -58%
CA
302
Crewe Advisors
Utah
$276K – – –
BTW
303
Boston Trust Walden
Massachusetts
$275K – – –
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$270K +$22.1K +602 +9%
UB
305
UMB Bank
Missouri
$270K – – –
OQS
306
Occudo Quantitative Strategies
Florida
$266K +$266K +7,263 New
CCM
307
Coldstream Capital Management
Washington
$265K -$10.8K -294 -4%
MAM
308
Mastrapasqua Asset Management
Tennessee
$264K +$9.6K +262 +4%
AF
309
Apexium Financial
Texas
$262K – – –
SCA
310
SMH Capital Advisors
Texas
$262K -$18.6K -509 -7%
BC
311
Bridgefront Capital
Texas
$259K +$259K +7,062 New
CI Investments Inc
312
CI Investments Inc
Ontario, Canada
$257K +$4.69K +128 +2%
BEAM
313
Baker Ellis Asset Management
Washington
$256K – – –
FFM
314
Forum Financial Management
Illinois
$255K – – –
GT
315
Greenleaf Trust
Michigan
$253K +$8.35K +228 +3%
PMAM
316
Penn Mutual Asset Management
Pennsylvania
$244K – – –
CCA
317
Checchi Capital Advisers
California
$241K – – –
CFG
318
Cooper Financial Group
California
$237K +$2.05K +56 +0.9%
MML Investors Services
319
MML Investors Services
Massachusetts
$237K +$237K +6,483 New
CIC
320
Carnegie Investment Counsel
Ohio
$236K – – –
Los Angeles Capital Management
321
Los Angeles Capital Management
California
$236K -$111K -3,043 -32%
PC
322
Pecaut & Co
Iowa
$233K – – –
QC
323
Quent Capital
New York
$232K +$13.4K +366 +6%
MCM
324
Maple Capital Management
Vermont
$231K +$231K +6,316 New
FHC
325
First Heartland Consultants
Missouri
$231K +$2.02K +55 +0.9%
11 12
13
14 15