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Jefferies Financial Group

461 hedge funds and large institutions have $4.69B invested in Jefferies Financial Group in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 299 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-8
Holders Change %
-1.71%
% of All Funds
7.38%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
55
Increased
102
Reduced
299
Closed
59
Calls
$10.4M
Puts
$16.3M
Net Calls
-$5.87M
Net Calls Change
+$184K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
376
Parallel Advisors
California
$60.9K +$7.68K +242 +14%
GWS
377
Glassman Wealth Services
Virginia
$58.8K -$2.7K -85 -4%
HI
378
Harbour Investments
Wisconsin
$54.9K -$2.54K -80 -4%
GWM
379
Geneos Wealth Management
Colorado
$51.7K -$2.38K -75 -4%
EI
380
Ellevest Inc
New York
$47.8K +$3.87K +122 +9%
SPIA
381
Steward Partners Investment Advisory
New York
$47.6K -$2.19K -69 -4%
AFG
382
Albion Financial Group
Utah
$40K -$1.84K -58 -4%
HPC
383
HM Payson & Co
Maine
$38.9K -$1.78K -56 -4%
BAM
384
Byrne Asset Management
New Jersey
$37K -$1.71K -53 -4%
BAM
385
Belpointe Asset Management
Nevada
$36.4K +$12.1K +381 +50%
IA
386
IFP Advisors
Florida
$30.2K -$9.47K -429 -24%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$30K +$11.2K +357 +59%
POIA
388
Pin Oak Investment Advisors
Texas
$29K -$1.32K -41 -4%
HDIM
389
Hanson & Doremus Investment Management
Vermont
$24K -$1.11K -35 -4%
AF
390
Allworth Financial
California
$23.7K +$254 +8 +1%
CT
391
Cambridge Trust
Massachusetts
$21.6K -$984 -31 -4%
JAM
392
JCIC Asset Management
Ontario, Canada
$20.8K -$952 -30 -4%
DMBA
393
Deseret Mutual Benefit Administrators
Utah
$20.7K -$952 -30 -4%
TCOV
394
Trust Company of Vermont
Vermont
$19.9K +$9.05K +285 +84%
HCM
395
Highlander Capital Management
New Jersey
$19K -$887 -28 -4%
BC
396
Belmont Capital
California
$17K -$794 -25 -4%
MCM
397
Manchester Capital Management
Vermont
$16.3K -$762 -24 -4%
NA
398
NewEdge Advisors
Louisiana
$16K -$50.5K -1,591 -76%
CTC
399
Central Trust Company
Missouri
$15.9K -$3.4K -107 -18%
NSIM
400
North Star Investment Management
Illinois
$14.6K -$2K -63 -12%