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Jefferies Financial Group

471 hedge funds and large institutions have $5.27B invested in Jefferies Financial Group in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+36
Holders Change %
+8.28%
% of All Funds
6.91%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
77
Increased
124
Reduced
178
Closed
34
Calls
$23.9M
Puts
$24.5M
Net Calls
-$578K
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
301
Bay Colony Advisors
Massachusetts
$379K +$72.7K +1,800 +24%
Wealth Enhancement Advisory Services
302
Wealth Enhancement Advisory Services
Minnesota
$377K -$115K -2,841 -23%
SEC
303
Seven Eight Capital
New York
$372K -$1.55M -38,372 -81%
Wolverine Trading
304
Wolverine Trading
Illinois
$360K +$360K +8,907 New
ProShare Advisors
305
ProShare Advisors
Maryland
$358K -$27.7K -685 -7%
WWM
306
Western Wealth Management
Colorado
$356K -$143K -3,548 -29%
GCP
307
GSA Capital Partners
United Kingdom
$355K -$474K -11,736 -57%
YLHM
308
Yelin Lapidot Holdings Management
Israel
$350K
BSW
309
Buckingham Strategic Wealth
Missouri
$342K -$5.33K -132 -2%
SFA
310
Sequoia Financial Advisors
Ohio
$331K +$331K +8,196 New
PTC
311
Petrus Trust Company
Texas
$330K +$330K +8,170 New
AAS
312
Avantax Advisory Services
Texas
$320K -$17.5K -432 -5%
DekaBank Deutsche Girozentrale
313
DekaBank Deutsche Girozentrale
Germany
$320K +$320K +7,864 New
OAM
314
Oxford Asset Management
United Kingdom
$318K +$318K +7,872 New
Lazard Asset Management
315
Lazard Asset Management
New York
$317K +$317K +7,864 New
LNC
316
Lincoln National Corp
Pennsylvania
$315K -$12.3K -305 -4%
PC
317
Permanens Capital
New York
$306K +$306K +7,580 New
CA
318
Crewe Advisors
Utah
$305K
SWP
319
Stratos Wealth Partners
Ohio
$304K -$9.9K -245 -3%
BTW
320
Boston Trust Walden
Massachusetts
$303K
MMG
321
Monetary Management Group
Missouri
$299K +$64.7K +1,600 +28%
UB
322
UMB Bank
Missouri
$294K -$3.31K -82 -1%
SCM
323
Shelton Capital Management
Colorado
$293K -$73.9K -1,829 -20%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$291K +$7.99K +198 +3%
AF
325
Apexium Financial
Texas
$289K