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Jefferies Financial Group
JEF

Overview Fund Activity

427 hedge funds and large institutions have $4.5B invested in Jefferies Financial Group in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 161 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
-34
Holders Change %
-7.38%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
39
Increased
133
Reduced
161
Closed
70
Calls
$8.8M
Puts
$10.6M
Net Calls
-$1.77M
Net Calls Change
+$4.1M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$33.4M
2
Citadel Advisors
Citadel Advisors
Florida
$87.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$686M
4
Millennium Management
Millennium Management
New York
$57.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$20.6M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
2
WCM
Wedge Capital Management
North Carolina
$2.41M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.48M
4
E
Ergoteles
New York
$1.58M
5
ACL
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
401
Bell Investment Advisors
California
$4.41K -$2.79K -84 -39%
PTC
402
Private Trust Company
Ohio
$4.41K – – –
LF
403
Lee Financial
Texas
$3.78K – – –
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$2.85K – – –
GRP
405
Global Retirement Partners
California
$2.49K +$33 +1 +1%
VCM
406
Versant Capital Management
Arizona
$2.06K -$100 -3 -5%
ANBT
407
American National Bank & Trust
Texas
$2.02K – – –
SIC
408
SJS Investment Consulting
Ohio
$1.73K -$465 -14 -21%
BAAM
409
Baker Avenue Asset Management
California
$1.73K +$564 +17 +49%
DI
410
Disciplined Investments
Oklahoma
$1.69K -$100 -3 -6%
ZB
411
Zions Bancorporation
Utah
$1.39K – – –
CFGS
412
Concourse Financial Group Securities
Alabama
$1.26K +$1.26K +38 New
HCM
413
Hollencrest Capital Management
California
$1.19K – – –
OP
414
ORG Partners
Indiana
$1.18K +$1.18K +35 New
GI
415
Gradient Investments
Minnesota
$1.16K +$1.16K +35 New
TFA
416
Transamerica Financial Advisors
Florida
$1K – – –
RFG
417
RFP Financial Group
Georgia
$697 – – –
AF
418
Advisornet Financial
Minnesota
$663 -$1.59K -48 -71%
PWMG
419
Prestige Wealth Management Group
New Jersey
$498 – – –
TWP
420
TFO Wealth Partners
Ohio
$464 – – –
FCAG
421
First Capital Advisors Group
New Jersey
$365 +$365 +11 New
WWM
422
Wolff Wiese Magana
California
$166 – – –
MRCM
423
M&R Capital Management
New Jersey
$99 – – –
HNB
424
Huntington National Bank
Ohio
$33 – – –
Comerica Bank
425
Comerica Bank
Texas
$1 +$1 +402,234 New
15 16
17
18 19