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Jefferies Financial Group

424 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

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more capital invested

Capital invested by funds: $4.35B → $4.52B (+$168M)

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.21% more ownership

Funds ownership: 68.74%68.95% (+0.21%)

1% less funds holding

Funds holding: 427424 (-3)

32% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 173

38% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $18.7M

Holders
424
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.3%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
401
Zions Bancorporation
Utah
$3K -$3.03K -100 -48%
Loomis, Sayles & Company
402
Loomis, Sayles & Company
Massachusetts
$3K -$2.42K -80 -44%
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.72K +90 New
PI
404
PFS Investments
Georgia
$2.64K +$280K +9,251 +11%
LF
405
Lee Financial
Texas
$2K
DI
406
Disciplined Investments
Oklahoma
$2K +$454 +15 +35%
Amundi
407
Amundi
France
$2K +$1.67K +55 New
ANBT
408
American National Bank & Trust
Texas
$2K +$1.94K +64 New
EWA
409
EverSource Wealth Advisors
Alabama
$1K -$58.6K -1,936 -98%
ACM
410
AUA Capital Management
Pennsylvania
$1K
OCM
411
Orion Capital Management
California
$1K
TFA
412
Transamerica Financial Advisors
Florida
$1K
AF
413
Advisornet Financial
Minnesota
$1K +$484 +16 +160%
CAL
414
Capital Advisors Ltd
Ohio
$1K +$878 +29 New
SIC
415
SJS Investment Consulting
Ohio
$1K +$1.39K +46 New
SWA
416
Sutton Wealth Advisors
Florida
$679 +$605 +20 +500%
Bank of Montreal
417
Bank of Montreal
Ontario, Canada
$569 -$13.3K -441 -2%
WIM
418
Westside Investment Management
California
$12
WCM
419
Wallace Capital Management
Texas
-$7.01M -259,596 Closed
CWA
420
Carolina Wealth Advisors
South Carolina
-$3.99M -151,087 Closed
RJFSA
421
Raymond James Financial Services Advisors
Florida
-$3.38M -128,107 Closed
State of Tennessee, Department of Treasury
422
State of Tennessee, Department of Treasury
Tennessee
-$3.2M -121,194 Closed
MAM
423
Mastrapasqua Asset Management
Tennessee
-$2.63M -99,715 Closed
MPM
424
Meritage Portfolio Management
Kansas
-$2.44M -92,276 Closed
VIA
425
Vident Investment Advisory
Georgia
-$2.02M -76,813 Closed