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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 %
DTL
326
Dynamic Technology Lab
Singapore
$230K +$230K +6,271 New
PFO
327
Pathstone Family Office
New Jersey
$230K +$230K +6,274 New
CCB
328
Country Club Bank
Missouri
$229K – – –
AL
329
Aspiriant LLC
California
$229K +$6.23K +170 +3%
Cetera Investment Advisers
330
Cetera Investment Advisers
Illinois
$228K -$210K -5,742 -48%
QC
331
Quadrature Capital
United Kingdom
$223K +$223K +6,080 New
SC
332
Searle & Co
Connecticut
$220K – – –
WCM
333
Whitener Capital Management
North Carolina
$218K +$218K +5,965 New
BHCM
334
Brevan Howard Capital Management
Jersey
$215K +$215K +5,859 New
MMG
335
Monetary Management Group
Missouri
$212K +$95.2K +2,600 +81%
WTC
336
WhitTier Trust Company
Nevada
$205K +$4.03K +110 +2%
DS
337
DRW Securities
Illinois
$201K -$1.1M -30,000 -85%
Cambridge Investment Research Advisors
338
Cambridge Investment Research Advisors
Iowa
$200K +$200K +5,463 New
HFM
339
Harvest Fund Management
China
$198K +$50.6K +1,384 +34%
Simplex Trading
340
Simplex Trading
Illinois
$193K +$193K +5,293 New
S
341
SignatureFD
Georgia
$189K +$13.8K +377 +8%
PAI
342
Pittenger & Anderson Inc
Nebraska
$183K – – –
HPC
343
HM Payson & Co
Maine
$180K – – –
VC
344
Vestor Capital
Illinois
$170K – – –
CMBA
345
C.M. Bidwell & Associates
Hawaii
$155K +$2.13K +58 +1%
BC
346
Belmont Capital
California
$149K +$130K +3,536 +661%
NS
347
NBC Securities
Alabama
$149K +$149K +4,074 New
SG Americas Securities
348
SG Americas Securities
New York
$142K -$958K -26,246 -87%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133K -$243K -6,630 -65%
SWM
350
Spire Wealth Management
Virginia
$132K +$1.1K +30 +0.8%
12 13
14
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