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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
$92.1M
2
BlackRock
BlackRock
New York
$630M
3
Charles Schwab
Charles Schwab
California
$141M
4
Morgan Stanley
Morgan Stanley
New York
$45.5M
5
Invesco
Invesco
Georgia
$32.9M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
$35.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$195M
3
Millennium Management
Millennium Management
New York
$6.83M
4
CSS
Cubist Systematic Strategies
Connecticut
$6.04M
5
Two Sigma Investments
Two Sigma Investments
New York
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
426
Schubert & Co
Texas
$7.4K +$491 +15 +7%
WT
427
Whittier Trust
California
$6.89K -$15.4K -471 -69%
CG
428
Cutler Group
California
$6K +$6K +184 New
GRP
429
Global Retirement Partners
California
$5.83K – – –
IUHSA
430
Itau Unibanco Holding S.A.
Brazil
$5.6K -$215K -6,479 -97%
EARNEST Partners
431
EARNEST Partners
Georgia
$5.14K – – –
JFG
432
JDM Financial Group
Texas
$5.11K +$5.11K +156 New
PTC
433
Private Trust Company
Ohio
$5K – – –
Bessemer Group
434
Bessemer Group
New Jersey
$5K +$5K +146 New
BHWM
435
Beaird Harris Wealth Management
Texas
$3.5K +$3.5K +107 New
SSG
436
Summit Securities Group
New York
$3K -$11.9K -418 -80%
SFG
437
Steward Financial Group
Texas
$3K +$3K +100 New
GBT
438
Grove Bank & Trust
Florida
$3K +$3K +105 New
QL
439
Quarry LP
New York
$2.98K +$2.98K +91 New
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$2.95K – – –
AF
441
Advisornet Financial
Minnesota
$2.85K +$2K +61 +235%
SIC
442
SJS Investment Consulting
Ohio
$2.26K +$754 +23 +50%
CA
443
CoreCap Advisors
Michigan
$2.23K +$2.23K +68 New
LF
444
Lee Financial
Texas
$2.02K – – –
ANBT
445
American National Bank & Trust
Texas
$2K – – –
DI
446
Disciplined Investments
Oklahoma
$1.85K -$66 -2 -3%
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$1.84K -$343 -10,460 -16%
ZB
448
Zions Bancorporation
Utah
$1.44K -$2.1K -64 -59%
VCM
449
Versant Capital Management
Arizona
$1.44K +$1.44K +44 New
HCM
450
Hollencrest Capital Management
California
$1.21K +$1.21K +37 New
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