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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
LB
376
Legacy Bridge
Iowa
$13K
GI
377
Gradient Investments
Minnesota
$12K +$12.5K +412 New
MFT
378
Moisand Fitzgerald Tamayo
Florida
$11K +$11.4K +377 New
HGERS
379
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11.9K +392 New
PCM
380
Peregrine Capital Management
Minnesota
$10K
TCOV
381
Trust Company of Vermont
Vermont
$10K
FHA
382
First Horizon Advisors
Tennessee
$9K -$13.3K -440 -59%
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$9K -$1.33K -44 -12%
TFGT
384
TS Financial Group (TSFG)
Illinois
$9K +$30 +1 +0.3%
GIA
385
GHP Investment Advisors
Colorado
$9K +$10.1K +335 New
SC
386
SouthState Corp
Florida
$9K +$10.2K +336 New
TPCW
387
TD Private Client Wealth
New York
$8.02K
CFD
388
Creative Financial Designs
Indiana
$8K
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$8K +$3.03K +100 +54%
LC
390
Lindbrook Capital
California
$8K +$3.18K +105 +63%
Lazard Asset Management
391
Lazard Asset Management
New York
$7K -$55.8K -1,844 -87%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$7K +$757 +25 +11%
GRP
393
Global Retirement Partners
California
$6K
BIA
394
Bell Investment Advisors
California
$6K +$1.54K +51 +32%
SC
395
Schubert & Co
Texas
$6K +$3.21K +106 +101%
JWA
396
JFS Wealth Advisors
Pennsylvania
$6K +$5.81K +192 +505%
HCP
397
Hexagon Capital Partners
Arkansas
$6K +$6.96K +230 New
EP
398
Elkhorn Partners
Nebraska
$4K -$6.66K -220 -62%
PTC
399
Private Trust Company
Ohio
$4K -$1.18K -39 -22%
EARNEST Partners
400
EARNEST Partners
Georgia
$4K