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Jefferies Financial Group
JEF

Overview Fund Activity

469 hedge funds and large institutions have $5.05B invested in Jefferies Financial Group in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+46
Holders Change %
+10.87%
% of All Funds
7.57%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
81
Increased
137
Reduced
169
Closed
26
Calls
$14.1M
Puts
$20.2M
Net Calls
-$6.05M
Net Calls Change
+$969K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$19.9M
2
BlackRock
BlackRock
New York
+$15.9M
3
Charles Schwab
Charles Schwab
California
+$11.2M
4
Morgan Stanley
Morgan Stanley
New York
+$9.48M
5
Invesco
Invesco
Georgia
+$9.07M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
-$33.5M
2
First Trust Advisors
First Trust Advisors
Illinois
-$19.6M
3
Millennium Management
Millennium Management
New York
-$14.9M
4
CSS
Cubist Systematic Strategies
Connecticut
-$13.1M
5
Two Sigma Investments
Two Sigma Investments
New York
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
351
SignatureFD
Georgia
$156K +$4.75K +145 +3%
CMBA
352
C.M. Bidwell & Associates
Hawaii
$153K – – –
PI
353
PEAK6 Investments
Illinois
$152K -$511K -15,594 -77%
Dimensional Fund Advisors
354
Dimensional Fund Advisors
Texas
$149K +$5.02K +153,036 +3%
UAML
355
US Asset Management LLC
Pennsylvania
$143K +$143K +4,367 New
Amundi
356
Amundi
France
$120K +$118K +3,137 +5,704%
C
357
Covestor
United Kingdom
$119K -$7.98K -243 -6%
ASN
358
Advisory Services Network
Georgia
$119K +$119K +3,626 New
HFM
359
Harvest Fund Management
China
$113K +$97.6K +2,986 +633%
BWL
360
Bogart Wealth LLC
Virginia
$110K +$33 +1 +0%
MMG
361
Monetary Management Group
Missouri
$110K – – –
AI
362
AXS Investments
New York
$107K +$107K +3,274 New
AS
363
Altshuler Shaham
Israel
$106K -$33.6K -1,026 -24%
CWM
364
Compass Wealth Management
Connecticut
$104K +$104K +3,164 New
SCA
365
Stonebridge Capital Advisors
Minnesota
$103K +$103K +3,138 New
NFSG
366
Newbridge Financial Services Group
Florida
$99.4K – – –
SWM
367
Spire Wealth Management
Virginia
$90K – – –
CT
368
Colonial Trust
South Carolina
$88.4K +$88.4K +2,697 New
GEA
369
Glen Eagle Advisors
New Jersey
$87.3K +$164 +5 +0.2%
ETC
370
Exchange Traded Concepts
Oklahoma
$82.3K +$30.8K +940 +60%
QCG
371
Quadrant Capital Group
Ohio
$73.7K +$7.7K +235 +12%
Nomura Asset Management
372
Nomura Asset Management
Japan
$73.7K – – –
BTI
373
Blue Trust Inc
Georgia
$66K +$20.2K +720 +44%
GWS
374
Glassman Wealth Services
Virginia
$63.5K +$197 +6 +0.3%
KI
375
Kapitalo Investimentos
Brazil
$63K +$63K +2,013 New
13 14
15
16 17