JEF icon

Jefferies Financial Group

472 hedge funds and large institutions have $5.45B invested in Jefferies Financial Group in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-33
Holders Change %
-6.53%
% of All Funds
7.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
63
Increased
163
Reduced
178
Closed
90
Calls
$11.8M
Puts
$51M
Net Calls
-$39.3M
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
351
Forum Financial Management
Illinois
$242K
ATC
352
Argent Trust Co
Tennessee
$239K -$31.3K -999 -12%
TCBWMS
353
Texas Capital Bank Wealth Management Services
Texas
$235K +$235K +7,479 New
SWM
354
Spire Wealth Management
Virginia
$231K -$14.9K -476 -6%
OTPPB
355
Ontario Teachers' Pension Plan Board
Ontario, Canada
$225K +$225K +7,162 New
Canada Pension Plan Investment Board
356
Canada Pension Plan Investment Board
Ontario, Canada
$223K -$914K -29,161 -80%
CIC
357
Carnegie Investment Counsel
Ohio
$220K
KAS
358
Kestra Advisory Services
Texas
$219K -$395K -12,595 -64%
ADL
359
Asset Dedication LLC
California
$219K +$219K +6,969 New
RWA
360
Redmont Wealth Advisors
Illinois
$218K +$218K +6,949 New
IAA
361
Independent Advisor Alliance
North Carolina
$217K +$94 +3 +0%
BL
362
Balentine LLC
Georgia
$216K +$216K +6,873 New
MMG
363
Monetary Management Group
Missouri
$214K -$95.5K -3,033 -31%
TCM
364
Teza Capital Management
Illinois
$211K -$644K -20,561 -75%
CCM
365
Coldstream Capital Management
Washington
$207K -$13.2K -422 -6%
MIM
366
MTM Investment Management
South Carolina
$206K +$29.1K +926 +16%
CCB
367
Country Club Bank
Missouri
$205K +$205K +6,485 New
PRC
368
Pearl River Capital
Michigan
$205K +$205K +6,539 New
CCA
369
Checchi Capital Advisers
California
$203K +$15.6K +497 +8%
CFG
370
Cooper Financial Group
California
$202K +$1.7K +54 +0.8%
CW
371
CreativeOne Wealth
Kansas
$202K +$14.7K +469 +8%
AL
372
Aspiriant LLC
California
$201K -$2.01K -64 -1%
CFB
373
Cullen/Frost Bankers
Texas
$201K
WHC
374
Wulff, Hansen & Co
California
$188K -$64K -2,039 -25%
WTC
375
WhitTier Trust Company
Nevada
$180K