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Jefferies Financial Group
JEF

Overview Fund Activity

461 hedge funds and large institutions have $4.69B invested in Jefferies Financial Group in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 299 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-8
Holders Change %
-1.71%
% of All Funds
7.38%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
55
Increased
102
Reduced
299
Closed
59
Calls
$10.4M
Puts
$16.3M
Net Calls
-$5.87M
Net Calls Change
+$184K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$54.3M
2
Millennium Management
Millennium Management
New York
$35.2M
3
E
Ergoteles
New York
$27.7M
4
Barclays
Barclays
United Kingdom
$27.9M
5
CVA
Ceredex Value Advisors
Florida
$20.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$31.3M
2
Charles Schwab
Charles Schwab
California
$37.9M
3
BlackRock
BlackRock
New York
$566M
4
Goldman Sachs
Goldman Sachs
New York
$21.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$635M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
426
Atlas Capital Advisors
Wyoming
$6.22K -$316K -9,954 -98%
EARNEST Partners
427
EARNEST Partners
Georgia
$4.76K -$222 -7 -4%
JFG
428
JDM Financial Group
Texas
$4.73K -$222 -7 -4%
HCP
429
Hexagon Capital Partners
Arkansas
$4.44K -$4.38K -138 -50%
PTC
430
Private Trust Company
Ohio
$4.22K -$190 -6 -4%
BEI
431
Benjamin Edwards Inc
Missouri
$4K +$4K +130 New
LF
432
Lee Financial
Texas
$3.62K +$1.65K +52 +84%
GBT
433
Grove Bank & Trust
Florida
$3.17K -$159 -5 -5%
CIA
434
Cape Investment Advisory
Georgia
$2.89K +$2.89K +91 New
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$2.73K -$127 -4 -4%
EWA
436
EverSource Wealth Advisors
Alabama
$2.51K +$1.4K +44 +126%
GRP
437
Global Retirement Partners
California
$2.24K -$3.15K -104 -58%
AF
438
Advisornet Financial
Minnesota
$2.16K -$603 -19 -22%
SIC
439
SJS Investment Consulting
Ohio
$2.1K -$95 -3 -4%
VCM
440
Versant Capital Management
Arizona
$2.06K +$665 +21 +48%
ANBT
441
American National Bank & Trust
Texas
$1.94K -$95 -3 -5%
DI
442
Disciplined Investments
Oklahoma
$1.71K -$63 -2 -4%
Amundi
443
Amundi
France
$1.65K -$97.4K -3,139 -98%
BWL
444
Bogart Wealth LLC
Virginia
$1.63K -$106K -3,310 -98%
ZB
445
Zions Bancorporation
Utah
$1.33K -$63 -2 -5%
Commonwealth Equity Services
446
Commonwealth Equity Services
Massachusetts
$1.17K +$168 +5,300 +17%
HCM
447
Hollencrest Capital Management
California
$1.13K -$31 -1 -3%
BAAM
448
Baker Avenue Asset Management
California
$1.11K -$63 -2 -5%
TFA
449
Transamerica Financial Advisors
Florida
$1K – – –
RFG
450
RFP Financial Group
Georgia
$667 -$32 -1 -5%
16 17
18
19 20