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Jefferies Financial Group
JEF

Overview Fund Activity

472 hedge funds and large institutions have $5.45B invested in Jefferies Financial Group in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-33
Holders Change %
-6.53%
% of All Funds
7.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
63
Increased
163
Reduced
178
Closed
90
Calls
$11.8M
Puts
$51M
Net Calls
-$39.3M
Net Calls Change
-$44.7M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$109M
2
First Trust Advisors
First Trust Advisors
Illinois
$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$45.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$61.4M
5
DSC
Donald Smith & Co
New York
$109M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Vanguard Group
Vanguard Group
Pennsylvania
$683M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$90.2M
5
CVA
Ceredex Value Advisors
Florida
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
451
EARNEST Partners
Georgia
$5K – – –
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
LC
453
Lindbrook Capital
California
$4K +$765 +22 +24%
JWA
454
JFS Wealth Advisors
Pennsylvania
$4K +$1.67K +56 +72%
CFO
455
CVA Family Office
Colorado
$4K +$4K +115 New
CI
456
Cordant Inc
Oregon
$3K +$3K +103 New
Macquarie Group
457
Macquarie Group
Australia
$2.2K – – –
LF
458
Lee Financial
Texas
$2K – – –
BWL
459
Bogart Wealth LLC
Virginia
$2K – – –
DI
460
Disciplined Investments
Oklahoma
$2K +$2K +52 New
EWA
461
EverSource Wealth Advisors
Alabama
$2K +$2K +58 New
ACM
462
AUA Capital Management
Pennsylvania
$1K -$436 -17 -30%
SC
463
Schubert & Co
Texas
$1K -$214 -9 -18%
SWA
464
Sutton Wealth Advisors
Florida
$131 -$590 -18 -82%
WIM
465
Westside Investment Management
California
$13 – – –
AIM
466
Artemis Investment Management
United Kingdom
– -$65.3M -1,762,417 Closed
ZIM
467
Zacks Investment Management
Illinois
– -$8.54M -230,136 Closed
CA
468
Capitolis Advisors
New York
– -$4.79M -129,144 Closed
MA
469
MYDA Advisors
New York
– -$3.88M -104,600 Closed
ERSOT
470
Employees Retirement System of Texas
Texas
– -$3.46M -93,393 Closed
SCA
471
Snowden Capital Advisors
New York
– -$3.01M -81,173 Closed
BCM
472
Brooktree Capital Management
Michigan
– -$2.68M -72,113 Closed
EGI
473
EAM Global Investors
California
– -$2.6M -70,164 Closed
TC
474
Taika Capital
Florida
– -$2.51M -66,552 Closed
Sumitomo Mitsui Trust Group
475
Sumitomo Mitsui Trust Group
Japan
– -$2.36M -63,736 Closed
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