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Jefferies Financial Group
JEF

Overview Fund Activity

426 hedge funds and large institutions have $4.35B invested in Jefferies Financial Group in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 147 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-46
Holders Change %
-9.75%
% of All Funds
7.2%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
33
Increased
147
Reduced
167
Closed
70
Calls
$9.08M
Puts
$30.4M
Net Calls
-$21.4M
Net Calls Change
+$17.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.5M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$8.85M
3
BAM
Burgundy Asset Management
Ontario, Canada
$103M
4
MCM
Moerus Capital Management
New York
$32.1M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$68.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$89.3M
2
Allianz Asset Management
Allianz Asset Management
Germany
$5.14M
3
Goldman Sachs
Goldman Sachs
New York
$58.3M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$77.9M
5
BAMCO Inc
BAMCO Inc
New York
$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
401
Fieldpoint Private Securities
Connecticut
$4K -$16.4K -643 -80%
EARNEST Partners
402
EARNEST Partners
Georgia
$4K – – –
PFGIA
403
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
LC
404
Lindbrook Capital
California
$4K +$1.25K +52 +45%
BIA
405
Bell Investment Advisors
California
$4K +$4K +160 New
SC
406
Schubert & Co
Texas
$3K +$1.8K +63 +150%
CA
407
CoreCap Advisors
Michigan
$3K +$3K +95 New
LF
408
Lee Financial
Texas
$2K – – –
JWA
409
JFS Wealth Advisors
Pennsylvania
$1K -$2.53K -96 -72%
DI
410
Disciplined Investments
Oklahoma
$1K -$209 -9 -17%
TFA
411
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
BWL
412
Bogart Wealth LLC
Virginia
$1K +$19 +1 +2%
VCM
413
Versant Capital Management
Arizona
$1K +$1K +31 New
OCM
414
Orion Capital Management
California
$1K +$1K +41 New
Bank of Montreal
415
Bank of Montreal
Ontario, Canada
$557 +$48 +1,739 +9%
SWA
416
Sutton Wealth Advisors
Florida
$110 – – –
WIM
417
Westside Investment Management
California
$11 – – –
Qube Research & Technologies (QRT)
418
Qube Research & Technologies (QRT)
United Kingdom
– -$9.51M -302,726 Closed
TC
419
TwinBeech Capital
New York
– -$6M -191,053 Closed
KCM
420
Karp Capital Management
California
– -$4.17M -132,756 Closed
DA
421
Duality Advisers
Florida
– -$3.29M -104,815 Closed
Wealth Enhancement Advisory Services
422
Wealth Enhancement Advisory Services
Minnesota
– -$3.35M -104,751 Closed
EGM
423
Engineers Gate Manager
New York
– -$2.9M -92,424 Closed
LG
424
Leuthold Group
Minnesota
– -$2.9M -92,236 Closed
Amundi
425
Amundi
France
– -$2.79M -91,307 Closed
15 16
17
18 19