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Jefferies Financial Group
JEF

Overview Fund Activity

469 hedge funds and large institutions have $5.05B invested in Jefferies Financial Group in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+46
Holders Change %
+10.87%
% of All Funds
7.57%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
81
Increased
137
Reduced
169
Closed
26
Calls
$14.1M
Puts
$20.2M
Net Calls
-$6.05M
Net Calls Change
+$969K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$19.9M
2
BlackRock
BlackRock
New York
+$15.9M
3
Charles Schwab
Charles Schwab
California
+$11.2M
4
Morgan Stanley
Morgan Stanley
New York
+$9.48M
5
Invesco
Invesco
Georgia
+$9.07M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
-$33.5M
2
First Trust Advisors
First Trust Advisors
Illinois
-$19.6M
3
Millennium Management
Millennium Management
New York
-$14.9M
4
CSS
Cubist Systematic Strategies
Connecticut
-$13.1M
5
Two Sigma Investments
Two Sigma Investments
New York
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
401
Money Concepts Capital
Florida
$19K +$19K +581 New
BC
402
Belmont Capital
California
$18K – – –
MCM
403
Manchester Capital Management
Vermont
$17.6K -$14.9K -456 -46%
NSIM
404
North Star Investment Management
Illinois
$17.1K – – –
MFT
405
Moisand Fitzgerald Tamayo
Florida
$14.8K +$2.49K +76 +20%
LB
406
Legacy Bridge
Iowa
$14.8K – – –
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$13K +$3.27K +96 +34%
PCM
408
Peregrine Capital Management
Minnesota
$12K – – –
HGERS
409
Householder Group Estate & Retirement Specialist
Arizona
$12K – – –
TCOV
410
Trust Company of Vermont
Vermont
$11.2K – – –
SC
411
SouthState Corp
Florida
$11K – – –
GIA
412
GHP Investment Advisors
Colorado
$11K – – –
PFBT
413
Parkside Financial Bank & Trust
Missouri
$10.3K +$1.93K +59 +23%
TFGT
414
TS Financial Group (TSFG)
Illinois
$10K – – –
Rockefeller Capital Management
415
Rockefeller Capital Management
New York
$10K +$30 +1 +0.3%
FHA
416
First Horizon Advisors
Tennessee
$9.87K – – –
CFD
417
Creative Financial Designs
Indiana
$9.87K – – –
LFG
418
Larson Financial Group
Missouri
$9.56K +$9.56K +292 New
TPCW
419
TD Private Client Wealth
New York
$9.32K – – –
HCP
420
Hexagon Capital Partners
Arkansas
$9.12K +$1.57K +48 +21%
ACP
421
Arcus Capital Partners
Georgia
$8.91K +$8.91K +272 New
LC
422
Lindbrook Capital
California
$8.71K -$196 -6 -2%
BIA
423
Bell Investment Advisors
California
$8.43K +$1.51K +46 +22%
Lazard Asset Management
424
Lazard Asset Management
New York
$8K – – –
JWA
425
JFS Wealth Advisors
Pennsylvania
$7.99K +$458 +14 +6%
15 16
17
18 19