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Jefferies Financial Group
JEF

Overview Fund Activity

426 hedge funds and large institutions have $4.35B invested in Jefferies Financial Group in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 147 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-46
Holders Change %
-9.75%
% of All Funds
7.2%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
33
Increased
147
Reduced
167
Closed
70
Calls
$9.08M
Puts
$30.4M
Net Calls
-$21.4M
Net Calls Change
+$17.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.5M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$8.85M
3
BAM
Burgundy Asset Management
Ontario, Canada
$103M
4
MCM
Moerus Capital Management
New York
$32.1M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$68.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$89.3M
2
Allianz Asset Management
Allianz Asset Management
Germany
$5.14M
3
Goldman Sachs
Goldman Sachs
New York
$58.3M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$77.9M
5
BAMCO Inc
BAMCO Inc
New York
$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
451
Alterna Wealth Management
Texas
– -$263K -8,368 Closed
CPC
452
Cookson Peirce & Co
Pennsylvania
– -$252K -8,028 Closed
TI
453
Trexquant Investment
Connecticut
– -$252K -8,027 Closed
ATC
454
Argent Trust Co
Tennessee
– -$239K -7,638 Closed
AF
455
Apexium Financial
Texas
– -$278K -7,492 Closed
TCBWMS
456
Texas Capital Bank Wealth Management Services
Texas
– -$235K -7,479 Closed
CIC
457
Carnegie Investment Counsel
Ohio
– -$220K -7,016 Closed
KAS
458
Kestra Advisory Services
Texas
– -$219K -6,986 Closed
IAA
459
Independent Advisor Alliance
North Carolina
– -$217K -6,921 Closed
TCM
460
Teza Capital Management
Illinois
– -$211K -6,733 Closed
CCM
461
Coldstream Capital Management
Washington
– -$207K -6,607 Closed
MIM
462
MTM Investment Management
South Carolina
– -$206K -6,552 Closed
PRC
463
Pearl River Capital
Michigan
– -$205K -6,539 Closed
CCB
464
Country Club Bank
Missouri
– -$205K -6,485 Closed
CW
465
CreativeOne Wealth
Kansas
– -$202K -6,436 Closed
CFG
466
Cooper Financial Group
California
– -$202K -6,423 Closed
AL
467
Aspiriant LLC
California
– -$201K -6,413 Closed
WHC
468
Wulff, Hansen & Co
California
– -$188K -5,994 Closed
CG
469
Cutler Group
California
– -$150K -4,794 Closed
ACM
470
Aquatic Capital Management
Illinois
– -$85K -2,720 Closed
NC
471
NewSquare Capital
Pennsylvania
– -$56K -1,778 Closed
Acadian Asset Management
472
Acadian Asset Management
Massachusetts
– -$48K -1,551 Closed
MCC
473
Money Concepts Capital
Florida
– -$39K -1,255 Closed
TWC
474
TD Waterhouse Canada
Ontario, Canada
– -$49.8K -1,250 Closed
DWP
475
Destiny Wealth Partners
Florida
– -$36K -1,151 Closed
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