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Jefferies Financial Group
JEF

Overview Fund Activity

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

Top Buyers

1
Charles Schwab
Charles Schwab
California
$109M
2
First Trust Advisors
First Trust Advisors
Illinois
$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$45.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$61.4M
5
DSC
Donald Smith & Co
New York
$109M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Vanguard Group
Vanguard Group
Pennsylvania
$683M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$90.2M
5
CVA
Ceredex Value Advisors
Florida
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
376
Quent Capital
New York
$172K -$489K -15,542 -74%
VC
377
Vestor Capital
Illinois
$153K – – –
CG
378
Cutler Group
California
$150K +$66.5K +2,124 +80%
AS
379
Altshuler Shaham
Israel
$146K +$17K +539 +13%
UAML
380
US Asset Management LLC
Pennsylvania
$137K +$137K +4,367 New
TC
381
Tacita Capital
Ontario, Canada
$134K – – –
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$126K +$3.48K +111 +3%
GWM
383
Geneos Wealth Management
Colorado
$119K – – –
SOW
384
State of Wyoming
Wyoming
$117K +$44.9K +1,431 +62%
NFSG
385
Newbridge Financial Services Group
Florida
$95K +$95K +3,033 New
SIAP
386
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$91K – – –
C
387
Covestor
United Kingdom
$91K +$36.6K +1,158 +67%
S
388
SignatureFD
Georgia
$86K +$16.7K +533 +24%
ACM
389
Aquatic Capital Management
Illinois
$85K +$85K +2,720 New
GEA
390
Glen Eagle Advisors
New Jersey
$79.7K +$27.5K +874 +52%
Nomura Asset Management
391
Nomura Asset Management
Japan
$73.9K +$73.9K +2,354 New
CCM
392
Covington Capital Management
California
$69K -$2.28K -73 -3%
Lazard Asset Management
393
Lazard Asset Management
New York
$64K -$18.7K -603 -23%
GWS
394
Glassman Wealth Services
Virginia
$61K -$597 -19 -1%
NC
395
NewSquare Capital
Pennsylvania
$56K -$3.89M -123,554 -99%
MAM
396
Meeder Asset Management
Ohio
$56K -$128K -4,089 -70%
IFAM
397
Institutional & Family Asset Management
Colorado
$56K – – –
TWC
398
TD Waterhouse Canada
Ontario, Canada
$49.8K -$439K -11,010 -90%
PAI
399
Pittenger & Anderson Inc
Nebraska
$49K – – –
SPIA
400
Steward Partners Investment Advisory
New York
$49K – – –
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16
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