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Jefferies Financial Group
JEF

Overview Fund Activity

472 hedge funds and large institutions have $5.45B invested in Jefferies Financial Group in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-33
Holders Change %
-6.53%
% of All Funds
7.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
63
Increased
163
Reduced
178
Closed
90
Calls
$11.8M
Puts
$51M
Net Calls
-$39.3M
Net Calls Change
-$44.7M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$109M
2
First Trust Advisors
First Trust Advisors
Illinois
$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$45.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$61.4M
5
DSC
Donald Smith & Co
New York
$109M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Vanguard Group
Vanguard Group
Pennsylvania
$683M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$90.2M
5
CVA
Ceredex Value Advisors
Florida
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
401
Acadian Asset Management
Massachusetts
$48K -$1.91M -61,745 -98%
DMBA
402
Deseret Mutual Benefit Administrators
Utah
$45K -$11.3K -361 -20%
PCG
403
Private Capital Group
Connecticut
$43K -$18.4K -589 -30%
AFG
404
Albion Financial Group
Utah
$41K – – –
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$40K -$14.7K -469 -27%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$40K +$29.4K +943 +278%
MCC
407
Money Concepts Capital
Florida
$39K +$39K +1,255 New
BAM
408
Byrne Asset Management
New Jersey
$38K – – –
APA
409
American Portfolios Advisors
New York
$37.9K +$63 +2 +0.2%
DWP
410
Destiny Wealth Partners
Florida
$36K +$36K +1,151 New
STCOSD
411
Sageworth Trust Company of South Dakota
South Dakota
$32K -$5.47K -172 -15%
CT
412
Cambridge Trust
Massachusetts
$31K – – –
POIA
413
Pin Oak Investment Advisors
Texas
$30K – – –
MCM
414
Manchester Capital Management
Vermont
$28K +$1.14K +36 +4%
HDIM
415
Hanson & Doremus Investment Management
Vermont
$27K +$27K +847 New
AF
416
Allworth Financial
California
$26K +$26K +816 New
FPS
417
Fieldpoint Private Securities
Connecticut
$25K -$1.31K -42 -5%
PA
418
Parallel Advisors
California
$24K -$1.18K -37 -5%
JAM
419
JCIC Asset Management
Ontario, Canada
$22K – – –
TPCW
420
TD Private Client Wealth
New York
$20.3K +$20.3K +646 New
CFGS
421
Concourse Financial Group Securities
Alabama
$20K -$14.5K -454 -42%
HCM
422
Highlander Capital Management
New Jersey
$20K – – –
CTC
423
Central Trust Company
Missouri
$19K – – –
TCM
424
Tradewinds Capital Management
Washington
$18K – – –
IAS
425
IMA Advisory Services
Colorado
$18K – – –
15 16
17
18 19