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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 %
CTC
376
Central Trust Company
Missouri
$16K – – –
NSIM
377
North Star Investment Management
Illinois
$14K – – –
SSG
378
Summit Securities Group
New York
$14K – – –
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$12K -$20.5K -809 -63%
LB
380
Legacy Bridge
Iowa
$12K – – –
HFM
381
Harvest Fund Management
China
$12K – – –
RTC
382
Riverview Trust Company
Washington
$12K +$1.25K +49 +12%
BTI
383
Blue Trust Inc
Georgia
$12K +$12K +377 New
BFEC
384
Benjamin F. Edwards & Company
Missouri
$10K – – –
PCM
385
Peregrine Capital Management
Minnesota
$9K – – –
Rockefeller Capital Management
386
Rockefeller Capital Management
New York
$9K +$96 +4 +1%
EP
387
Elkhorn Partners
Nebraska
$9K +$4.37K +173 +95%
TCOV
388
Trust Company of Vermont
Vermont
$9K +$9K +341 New
CFGS
389
Concourse Financial Group Securities
Alabama
$8K -$8K -314 -50%
CFD
390
Creative Financial Designs
Indiana
$8K – – –
TFGT
391
TS Financial Group (TSFG)
Illinois
$8K +$26 +1 +0.3%
TPCW
392
TD Private Client Wealth
New York
$7.51K -$9.52K -361 -56%
STCOSD
393
Sageworth Trust Company of South Dakota
South Dakota
$6K -$21.7K -788 -78%
PFBT
394
Parkside Financial Bank & Trust
Missouri
$6K -$623 -24 -9%
WT
395
Whittier Trust
California
$6K -$629 -22 -9%
ZB
396
Zions Bancorporation
Utah
$5K -$889 -37 -15%
GRP
397
Global Retirement Partners
California
$5K -$983 -35 -16%
Loomis, Sayles & Company
398
Loomis, Sayles & Company
Massachusetts
$5K – – –
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$5K +$188 +7 +4%
PTC
400
Private Trust Company
Ohio
$5K +$5K +178 New
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