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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
PAI
351
Pittenger & Anderson Inc
Nebraska
$44K
SPIA
352
Steward Partners Investment Advisory
New York
$44K
BTI
353
Blue Trust Inc
Georgia
$43K +$37.9K +1,251 +332%
DMBA
354
Deseret Mutual Benefit Administrators
Utah
$41K
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$38K -$5.12K -169 -11%
AFG
356
Albion Financial Group
Utah
$37K
HPC
357
HM Payson & Co
Maine
$36K -$104K -3,452 -73%
BAM
358
Byrne Asset Management
New Jersey
$34K
APA
359
American Portfolios Advisors
New York
$31.8K -$1.06K -35 -3%
EI
360
Ellevest Inc
New York
$29K +$31.2K +1,030 New
CT
361
Cambridge Trust
Massachusetts
$28K -$4K -132 -12%
MCM
362
Manchester Capital Management
Vermont
$28K +$908 +30 +3%
POIA
363
Pin Oak Investment Advisors
Texas
$27K
HDIM
364
Hanson & Doremus Investment Management
Vermont
$24K
JAM
365
JCIC Asset Management
Ontario, Canada
$23K
BFPW
366
BOK Financial Private Wealth
Colorado
$20K
WT
367
Whittier Trust
California
$19K +$14.3K +471 +224%
AF
368
Allworth Financial
California
$18K -$242 -8 -1%
HCM
369
Highlander Capital Management
New Jersey
$18K
CTC
370
Central Trust Company
Missouri
$17K
BC
371
Belmont Capital
California
$16K +$16.9K +560 New
NSIM
372
North Star Investment Management
Illinois
$15K
SSG
373
Summit Securities Group
New York
$15K
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$13K -$847 -28 -6%
HFM
375
Harvest Fund Management
China
$13K