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Jefferies Financial Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
376
Institutional & Family Asset Management
Colorado
$62.2K -$5.61K -171 -8%
HI
377
Harbour Investments
Wisconsin
$59.3K -$6.32K -193 -10%
GWM
378
Geneos Wealth Management
Colorado
$55.9K -$2.07K -63 -4%
PA
379
Parallel Advisors
California
$55K -$4.36K -133 -7%
SPIA
380
Steward Partners Investment Advisory
New York
$51.4K
NA
381
NewEdge Advisors
Louisiana
$51.4K +$51.4K +2,095 New
IA
382
IFP Advisors
Florida
$48K -$798K -29,866 -94%
Fifth Third Bancorp
383
Fifth Third Bancorp
Ohio
$48K +$3.25K +99 +7%
EI
384
Ellevest Inc
New York
$45.4K +$11.6K +354 +34%
AFG
385
Albion Financial Group
Utah
$43.2K
HPC
386
HM Payson & Co
Maine
$42K
Acadian Asset Management
387
Acadian Asset Management
Massachusetts
$40K -$309K -9,610 -89%
BAM
388
Byrne Asset Management
New Jersey
$39.4K
EWM
389
Evermay Wealth Management
Virginia
$34.3K +$34.3K +1,046 New
POIA
390
Pin Oak Investment Advisors
Texas
$31K
HDIM
391
Hanson & Doremus Investment Management
Vermont
$26K -$1.7K -52 -6%
BAM
392
Belpointe Asset Management
Nevada
$25.1K +$25.1K +766 New
AF
393
Allworth Financial
California
$24.2K +$2.98K +91 +14%
CT
394
Cambridge Trust
Massachusetts
$23K -$9.1K -281 -28%
BFPW
395
BOK Financial Private Wealth
Colorado
$22.9K
DMBA
396
Deseret Mutual Benefit Administrators
Utah
$22.4K -$24.8K -756 -53%
JAM
397
JCIC Asset Management
Ontario, Canada
$22K
HCM
398
Highlander Capital Management
New Jersey
$21K
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$20K +$5.19K +156 +35%
CTC
400
Central Trust Company
Missouri
$19.9K