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Jefferies Financial Group

427 hedge funds and large institutions have $4.5B invested in Jefferies Financial Group in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 161 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
-34
Holders Change %
-7.38%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
39
Increased
133
Reduced
161
Closed
70
Calls
$8.8M
Puts
$10.6M
Net Calls
-$1.77M
Net Calls Change
+$4.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
376
North Star Investment Management
Illinois
$15.3K
TCOV
377
Trust Company of Vermont
Vermont
$15.1K -$5.67K -171 -27%
BTI
378
Blue Trust Inc
Georgia
$15K -$111K -3,662 -88%
DGAM
379
Desjardins Global Asset Management
Quebec, Canada
$14.4K
MFT
380
Moisand Fitzgerald Tamayo
Florida
$14.4K
LB
381
Legacy Bridge
Iowa
$14.3K
WIM
382
Westside Investment Management
California
$14K
FHA
383
First Horizon Advisors
Tennessee
$12.3K
BCV
384
Banque Cantonale Vaudoise
Switzerland
$12K -$2.26K -66 -16%
AssetMark Inc
385
AssetMark Inc
California
$11.7K -$1.76K -53 -13%
PCM
386
Peregrine Capital Management
Minnesota
$11.3K
GIA
387
GHP Investment Advisors
Colorado
$11.2K
SC
388
SouthState Corp
Florida
$10.6K
PFBT
389
Parkside Financial Bank & Trust
Missouri
$10.5K +$995 +30 +10%
TFGT
390
TS Financial Group (TSFG)
Illinois
$10K +$34 +1 +0.3%
CFD
391
Creative Financial Designs
Indiana
$9.55K
TPCW
392
TD Private Client Wealth
New York
$9.02K
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$8.82K -$2.75K -83 -24%
LC
394
Lindbrook Capital
California
$6.8K -$3.68K -111 -35%
WT
395
Whittier Trust
California
$6.67K
ACA
396
Atlas Capital Advisors
Wyoming
$6.5K
JWA
397
JFS Wealth Advisors
Pennsylvania
$5.97K -$1.39K -42 -19%
EARNEST Partners
398
EARNEST Partners
Georgia
$4.98K
HCP
399
Hexagon Capital Partners
Arkansas
$4.68K +$33 +1 +0.7%
EWA
400
EverSource Wealth Advisors
Alabama
$4.68K +$2.06K +62 +78%