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Jefferies Financial Group
JEF

Overview Fund Activity

423 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.31%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
50
Increased
117
Reduced
173
Closed
49
Calls
$11.7M
Puts
$18.7M
Net Calls
-$7.02M
Net Calls Change
+$14.3M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$23.5M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$15.9M
3
HF
HRT Financial
New York
$13.9M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$12.8M
5
CSS
Cubist Systematic Strategies
Connecticut
$16.4M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
$62.2M
3
First Trust Advisors
First Trust Advisors
Illinois
$184M
4
AssetMark Inc
AssetMark Inc
California
$389K
5
Vanguard Group
Vanguard Group
Pennsylvania
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
401
Loomis, Sayles & Company
Massachusetts
$3K -$2.38K -80 -44%
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +90 New
PI
403
PFS Investments
Georgia
$2.64K +$261 +9,251 +11%
LF
404
Lee Financial
Texas
$2K – – –
DI
405
Disciplined Investments
Oklahoma
$2K +$517 +15 +35%
Amundi
406
Amundi
France
$2K +$2K +55 New
ANBT
407
American National Bank & Trust
Texas
$2K +$2K +64 New
EWA
408
EverSource Wealth Advisors
Alabama
$1K -$55.3K -1,936 -98%
ACM
409
AUA Capital Management
Pennsylvania
$1K – – –
TFA
410
Transamerica Financial Advisors
Florida
$1K – – –
OCM
411
Orion Capital Management
California
$1K – – –
AF
412
Advisornet Financial
Minnesota
$1K +$615 +16 +160%
CAL
413
Capital Advisors Ltd
Ohio
$1K +$1K +29 New
SIC
414
SJS Investment Consulting
Ohio
$1K +$1K +46 New
SWA
415
Sutton Wealth Advisors
Florida
$679 +$566 +20 +500%
Bank of Montreal
416
Bank of Montreal
Ontario, Canada
$569 -$13 -441 -2%
WIM
417
Westside Investment Management
California
$12 – – –
WCM
418
Wallace Capital Management
Texas
– -$7.01M -259,596 Closed
CWA
419
Carolina Wealth Advisors
South Carolina
– -$3.99M -151,087 Closed
RJFSA
420
Raymond James Financial Services Advisors
Florida
– -$3.38M -128,107 Closed
State of Tennessee, Department of Treasury
421
State of Tennessee, Department of Treasury
Tennessee
– -$3.2M -121,194 Closed
MAM
422
Mastrapasqua Asset Management
Tennessee
– -$2.63M -99,715 Closed
MPM
423
Meritage Portfolio Management
Kansas
– -$2.44M -92,276 Closed
VIA
424
Vident Investment Advisory
Georgia
– -$2.02M -76,813 Closed
Rafferty Asset Management
425
Rafferty Asset Management
New York
– -$1.84M -69,598 Closed
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