We are live on ! Find out more
JEF icon

Jefferies Financial Group

424 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more capital invested

Capital invested by funds: $4.35B → $4.52B (+$168M)

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.21% more ownership

Funds ownership: 68.74%68.95% (+0.21%)

1% less funds holding

Funds holding: 427424 (-3)

32% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 173

38% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $18.7M

Holders
424
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.3%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
50
Increased
117
Reduced
173
Closed
49
Calls
$11.7M
Puts
$18.7M
Net Calls
-$7.02M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
326
Quent Capital
New York
$161K -$1.67K -55 -1%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$137K -$4.69K -155 -3%
VC
328
Vestor Capital
Illinois
$137K
CFB
329
Cullen/Frost Bankers
Texas
$132K -$60K -1,982 -30%
CMBA
330
C.M. Bidwell & Associates
Hawaii
$132K +$142K +4,680 New
S
331
SignatureFD
Georgia
$130K +$14.9K +491 +12%
AS
332
Altshuler Shaham
Israel
$118K -$14.9K -491 -10%
WFA
333
Wipfli Financial Advisors
Wisconsin
$114K +$123K +4,050 New
C
334
Covestor
United Kingdom
$109K -$31.2K -1,030 -21%
BWL
335
Bogart Wealth LLC
Virginia
$95K +$100K +3,308 +6,362%
MMG
336
Monetary Management Group
Missouri
$94K
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$86K -$317K -10,458 -77%
NFSG
338
Newbridge Financial Services Group
Florida
$86K
SWM
339
Spire Wealth Management
Virginia
$78K -$63.6K -2,102 -43%
GEA
340
Glen Eagle Advisors
New Jersey
$75K +$3.48K +115 +5%
CCM
341
Covington Capital Management
California
$74K +$17.4K +575 +28%
Nomura Asset Management
342
Nomura Asset Management
Japan
$66.4K
IFAM
343
Institutional & Family Asset Management
Colorado
$58K +$8.41K +278 +16%
QCG
344
Quadrant Capital Group
Ohio
$57K +$28.5K +942 +88%
GWS
345
Glassman Wealth Services
Virginia
$54K
HI
346
Harbour Investments
Wisconsin
$53K
PA
347
Parallel Advisors
California
$51K +$17.2K +567 +46%
GWM
348
Geneos Wealth Management
Colorado
$49K -$61.4K -2,029 -53%
EBA
349
Eagle Bay Advisors
New York
$47K -$12.7K -418 -20%
ETC
350
Exchange Traded Concepts
Oklahoma
$44K -$44.5K -1,469 -48%