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Jefferies Financial Group
JEF

Overview Fund Activity

426 hedge funds and large institutions have $4.35B invested in Jefferies Financial Group in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 147 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-46
Holders Change %
-9.75%
% of All Funds
7.2%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
33
Increased
147
Reduced
167
Closed
70
Calls
$9.08M
Puts
$30.4M
Net Calls
-$21.4M
Net Calls Change
+$17.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.5M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$8.85M
3
BAM
Burgundy Asset Management
Ontario, Canada
$103M
4
MCM
Moerus Capital Management
New York
$32.1M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$68.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$89.3M
2
Allianz Asset Management
Allianz Asset Management
Germany
$5.14M
3
Goldman Sachs
Goldman Sachs
New York
$58.3M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$77.9M
5
BAMCO Inc
BAMCO Inc
New York
$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
326
Point72 Hong Kong
Hong Kong
$151K -$144K -5,457 -49%
WTC
327
WhitTier Trust Company
Nevada
$151K – – –
MAM
328
Meeder Asset Management
Ohio
$133K +$85.7K +3,249 +181%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$132K +$25.8K +979 +24%
C
330
Covestor
United Kingdom
$129K +$53K +2,012 +70%
SWM
331
Spire Wealth Management
Virginia
$128K -$66.2K -2,511 -34%
VC
332
Vestor Capital
Illinois
$128K – – –
HPC
333
HM Payson & Co
Maine
$125K -$189K -7,165 -60%
AS
334
Altshuler Shaham
Israel
$125K +$2.56K +97 +2%
M&T Bank
335
M&T Bank
New York
$118K +$118K +11,903 New
UAML
336
US Asset Management LLC
Pennsylvania
$115K – – –
TC
337
Tacita Capital
Ontario, Canada
$113K – – –
S
338
SignatureFD
Georgia
$109K +$36K +1,357 +49%
GWM
339
Geneos Wealth Management
Colorado
$101K – – –
SWM
340
SeaCrest Wealth Management
New York
$90K +$90K +3,425 New
MMG
341
Monetary Management Group
Missouri
$88K -$90.8K -3,452 -51%
ETC
342
Exchange Traded Concepts
Oklahoma
$80K -$423K -16,087 -84%
NFSG
343
Newbridge Financial Services Group
Florida
$80K – – –
SIAP
344
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$76K – – –
GEA
345
Glen Eagle Advisors
New Jersey
$67.2K +$158 +6 +0.2%
Nomura Asset Management
346
Nomura Asset Management
Japan
$62.1K – – –
EBA
347
Eagle Bay Advisors
New York
$55.2K +$55.2K +2,092 New
CCM
348
Covington Capital Management
California
$55K -$3.81K -143 -6%
Lazard Asset Management
349
Lazard Asset Management
New York
$55K +$1.25K +48 +2%
Twin Tree Management
350
Twin Tree Management
Texas
$53K +$53K +1,989 New
12 13
14
15 16