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Jefferies Financial Group
JEF

Overview Fund Activity

412 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 147 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+4
Holders Change %
+0.98%
% of All Funds
8.14%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.39%
New
55
Increased
129
Reduced
147
Closed
43
Calls
$4.45M
Puts
$13.1M
Net Calls
-$8.65M
Net Calls Change
-$7.25M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$68M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$23.3M
3
GLA
Great Lakes Advisors
Illinois
$17M
4
Man Group
Man Group
United Kingdom
$9.43M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$8.72M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$104M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$261K
3
Vanguard Group
Vanguard Group
Pennsylvania
$486M
4
Goldman Sachs
Goldman Sachs
New York
$20.5M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
351
Carroll Financial Associates
North Carolina
$26K -$149K -7,322 -85%
TPCW
352
TD Private Client Wealth
New York
$25.5K +$25.5K +1,246 New
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$24K +$23.3K +1,155 +3,122%
GT
354
Glenmede Trust
Pennsylvania
$23K -$1.21M -59,207 -98%
1W
355
1776 Wealth
Georgia
$21K +$21K +1,046 New
JWA
356
JFS Wealth Advisors
Pennsylvania
$20K – – –
AIS
357
Accurate Investment Solutions
Pennsylvania
$18K +$123 +6 +0.7%
LC
358
Lindbrook Capital
California
$14K – – –
GWM
359
Geneos Wealth Management
Colorado
$14K +$14K +710 New
PW
360
Price Wealth
Texas
$13K – – –
CTC
361
Central Trust Company
Missouri
$13K – – –
HNB
362
Huntington National Bank
Ohio
$13K – – –
MI
363
Markston International
New York
$13K – – –
HCM
364
Highlander Capital Management
New Jersey
$13K – – –
CFG
365
Citizens Financial Group
Rhode Island
$13K +$8.19K +402 +170%
CHAM
366
Clear Harbor Asset Management
Connecticut
$12.8K +$12.8K +628 New
TCM
367
Tradewinds Capital Management
Washington
$12K – – –
CIA
368
CSat Investment Advisory
Michigan
$12K +$1.47K +73 +14%
MA
369
MCF Advisors
Kentucky
$11K -$15.4K -732 -58%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
OPS
371
Orion Portfolio Solutions
Nebraska
$11K +$11K +538 New
IWA
372
Intercontinental Wealth Advisors
Texas
$10K -$5.71K -255 -36%
PB
373
Pinnacle Bancorp
Nebraska
$10K – – –
PA
374
Parallel Advisors
California
$10K +$9.66K +489 +2,876%
LF
375
Lee Financial
Texas
$9K +$59 +3 +0.7%
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15
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