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Jefferies Financial Group
JEF

Overview Fund Activity

435 hedge funds and large institutions have $4.79B invested in Jefferies Financial Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
6.94%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
52
Increased
126
Reduced
156
Closed
39
Calls
$16.3M
Puts
$18.3M
Net Calls
-$2.07M
Net Calls Change
-$307K

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$67M
2
Jane Street
Jane Street
New York
$28.6M
3
Invesco
Invesco
Georgia
$47.3M
4
Principal Financial Group
Principal Financial Group
Iowa
$46.3M
5
ZIG
Zurich Insurance Group
Switzerland
$16.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$671M
2
BlackRock
BlackRock
New York
$606M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$57.8M
4
LSV Asset Management
LSV Asset Management
Illinois
$100M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
376
Allworth Financial
California
$26.3K +$1.8K +49 +7%
HCM
377
Highlander Capital Management
New Jersey
$25K +$2.88K +78 +13%
CT
378
Cambridge Trust
Massachusetts
$24.9K – – –
DMBA
379
Deseret Mutual Benefit Administrators
Utah
$23.9K – – –
KI
380
Kapitalo Investimentos
Brazil
$21.7K +$21.7K +592 New
JAM
381
JCIC Asset Management
Ontario, Canada
$18.9K -$3.66K -100 -16%
MCM
382
Manchester Capital Management
Vermont
$18.7K -$73 -2 -0.4%
IA
383
IFP Advisors
Florida
$18K -$29.3K -800 -62%
NSIM
384
North Star Investment Management
Illinois
$16.9K – – –
TCOV
385
Trust Company of Vermont
Vermont
$16.7K – – –
CFD
386
Creative Financial Designs
Indiana
$16K +$5.5K +150 +52%
DGAM
387
Desjardins Global Asset Management
Quebec, Canada
$15.9K – – –
MFT
388
Moisand Fitzgerald Tamayo
Florida
$15.9K – – –
LB
389
Legacy Bridge
Iowa
$15.8K – – –
AWM
390
Atticus Wealth Management
Florida
$15.6K +$15.6K +425 New
WIM
391
Westside Investment Management
California
$15.4K – – –
Bessemer Group
392
Bessemer Group
New Jersey
$15K -$4.85K -140 -24%
FHA
393
First Horizon Advisors
Tennessee
$13.6K – – –
BCV
394
Banque Cantonale Vaudoise
Switzerland
$13K – – –
PCM
395
Peregrine Capital Management
Minnesota
$12.5K – – –
SC
396
SouthState Corp
Florida
$11.8K – – –
TFGT
397
TS Financial Group (TSFG)
Illinois
$11K +$37 +1 +0.3%
GIA
398
GHP Investment Advisors
Colorado
$10.6K – – –
CTC
399
Central Trust Company
Missouri
$10.6K -$7.69K -210 -42%
PFBT
400
Parkside Financial Bank & Trust
Missouri
$10.4K -$1.21K -33 -10%
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16
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