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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 %
HI
351
Harbour Investments
Wisconsin
$53K +$53K +2,002 New
EWA
352
EverSource Wealth Advisors
Alabama
$52K +$50.5K +1,913 +3,298%
GWS
353
Glassman Wealth Services
Virginia
$51K -$290 -11 -0.6%
IFAM
354
Institutional & Family Asset Management
Colorado
$47K – – –
PAI
355
Pittenger & Anderson Inc
Nebraska
$41K – – –
SPIA
356
Steward Partners Investment Advisory
New York
$41K – – –
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$40K +$6.78K +260 +20%
DMBA
358
Deseret Mutual Benefit Administrators
Utah
$38K – – –
PCG
359
Private Capital Group
Connecticut
$36K – – –
AFG
360
Albion Financial Group
Utah
$35K – – –
PA
361
Parallel Advisors
California
$33K +$12.9K +488 +65%
BAM
362
Byrne Asset Management
New Jersey
$32K – – –
APA
363
American Portfolios Advisors
New York
$30.8K -$1.14K -43 -4%
CT
364
Cambridge Trust
Massachusetts
$30K +$3.53K +132 +13%
SOW
365
State of Wyoming
Wyoming
$28K -$71.1K -2,673 -72%
QCG
366
Quadrant Capital Group
Ohio
$28K +$17K +653 +155%
POIA
367
Pin Oak Investment Advisors
Texas
$25K – – –
MCM
368
Manchester Capital Management
Vermont
$25K +$1.95K +75 +8%
DA
369
Denali Advisors
California
$25K +$11.1K +418 +80%
HDIM
370
Hanson & Doremus Investment Management
Vermont
$22K – – –
FHA
371
First Horizon Advisors
Tennessee
$19K +$11.3K +440 +146%
JAM
372
JCIC Asset Management
Ontario, Canada
$18K – – –
BFPW
373
BOK Financial Private Wealth
Colorado
$18K +$18K +700 New
AF
374
Allworth Financial
California
$17K -$4.18K -161 -20%
HCM
375
Highlander Capital Management
New Jersey
$17K – – –
13 14
15
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