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Jefferies Financial Group
JEF

Overview Fund Activity

435 hedge funds and large institutions have $4.79B invested in Jefferies Financial Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
6.94%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
52
Increased
126
Reduced
156
Closed
39
Calls
$16.3M
Puts
$18.3M
Net Calls
-$2.07M
Net Calls Change
-$307K

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$67M
2
Jane Street
Jane Street
New York
$28.6M
3
Invesco
Invesco
Georgia
$47.3M
4
Principal Financial Group
Principal Financial Group
Iowa
$46.3M
5
ZIG
Zurich Insurance Group
Switzerland
$16.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$671M
2
BlackRock
BlackRock
New York
$606M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$57.8M
4
LSV Asset Management
LSV Asset Management
Illinois
$100M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
401
AssetMark Inc
California
$10.3K -$2.6K -71 -20%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$9.74K – – –
LC
403
Lindbrook Capital
California
$9.27K +$1.76K +48 +23%
JWA
404
JFS Wealth Advisors
Pennsylvania
$7.47K +$879 +24 +13%
WT
405
Whittier Trust
California
$7.36K – – –
LFA
406
LGT Financial Advisors
Texas
$7.25K +$7.25K +198 New
ACA
407
Atlas Capital Advisors
Wyoming
$7.18K – – –
EWA
408
EverSource Wealth Advisors
Alabama
$7.14K +$1.98K +54 +38%
SFG
409
Steward Financial Group
Texas
$7K +$7K +212 New
AGWCA
410
Annis Gardner Whiting Capital Advisors
Florida
$6.37K +$6.37K +174 New
EARNEST Partners
411
EARNEST Partners
Georgia
$5.5K – – –
VWM
412
Venturi Wealth Management
Texas
$5.17K +$5.17K +141 New
HCP
413
Hexagon Capital Partners
Arkansas
$4.91K -$256 -7 -5%
PTC
414
Private Trust Company
Ohio
$4.87K – – –
BIA
415
Bell Investment Advisors
California
$4.87K – – –
LF
416
Lee Financial
Texas
$4.18K – – –
BAAM
417
Baker Avenue Asset Management
California
$3.81K +$1.91K +52 +100%
GRP
418
Global Retirement Partners
California
$2.63K – – –
SIC
419
SJS Investment Consulting
Ohio
$2.57K +$660 +18 +35%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$2.56K -$586 -16 -19%
ZB
421
Zions Bancorporation
Utah
$1.54K – – –
CFGS
422
Concourse Financial Group Securities
Alabama
$1.39K – – –
HCM
423
Hollencrest Capital Management
California
$1.33K – – –
OP
424
ORG Partners
Indiana
$1.28K – – –
GI
425
Gradient Investments
Minnesota
$1.28K – – –
15 16
17
18 19