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Jefferies Financial Group
JEF

471 hedge funds and large institutions have $5.06B invested in Jefferies Financial Group in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 26

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

12% more capital invested

Capital invested by funds: $4.52B → $5.06B (+$538M)

11% more funds holding

Funds holding: 424 → 471 (+47)

0.42% more ownership

Funds ownership: 68.95% → 69.37% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 169

30% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $20.2M

Holders
471
Holders Change
+47
Holders Change %
+11.08%
% 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
82
Increased
137
Reduced
169
Closed
26
Calls
$14.1M
Puts
$20.2M
Net Calls
-$6.05M
Net Calls Change
+$969K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$20.2M
2
BlackRock
BlackRock
New York
+$16.1M
3
Charles Schwab
Charles Schwab
California
+$11.3M
4
Morgan Stanley
Morgan Stanley
New York
+$9.61M
5
Invesco
Invesco
Georgia
+$9.2M

Top Sellers

Rank Fund Capital Flow
1
BAM
Burgundy Asset Management
Ontario, Canada
-$34M
2
First Trust Advisors
First Trust Advisors
Illinois
-$19.8M
3
Millennium Management
Millennium Management
New York
-$15.1M
4
CSS
Cubist Systematic Strategies
Connecticut
-$13.2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
451
Hollencrest Capital Management
California
$1.21K +$1.23K +37 New
BAAM
452
Baker Avenue Asset Management
California
$1.2K +$1.23K +37 New
EWA
453
EverSource Wealth Advisors
Alabama
$1.13K – – –
ASBI
454
American State Bank (Iowa)
Iowa
$1.13K +$1.16K +35 New
TFA
455
Transamerica Financial Advisors
Florida
$1K – – –
SWA
456
Sutton Wealth Advisors
Florida
$788 – – –
AWM
457
Accurate Wealth Management
Florida
$785 +$698 +21 New
RFG
458
RFP Financial Group
Georgia
$720 +$731 +22 New
RBC
459
Romano Brothers & Co
Illinois
$686 +$698 +21 New
ACM
460
AUA Capital Management
Pennsylvania
$583 – – –
PWMG
461
Prestige Wealth Management Group
New Jersey
$514 – – –
CWC
462
Carolinas Wealth Consulting
North Carolina
$411 +$432 +13 New
WWM
463
Wolff Wiese Magana
California
$171 – – –
TWP
464
TFO Wealth Partners
Ohio
$120 +$33 +1 New
MRCM
465
M&R Capital Management
New Jersey
$102 – – –
FGAM
466
Financial Gravity Asset Management
Texas
$96 +$1.2K +36 New
HNB
467
Huntington National Bank
Ohio
$34 – – –
WIM
468
Westside Investment Management
California
$14 – – –
CVA
469
Ceredex Value Advisors
Florida
– -$5.65M -200,491 Closed
IP
470
Interval Partners
New York
– -$3.48M -123,552 Closed
ACM
471
AlphaCrest Capital Management
New York
– -$2.91M -103,322 Closed
E
472
Ergoteles
New York
– -$2.58M -91,379 Closed
MPAM
473
Monarch Partners Asset Management
Massachusetts
– -$2.3M -81,666 Closed
ECM
474
ExodusPoint Capital Management
New York
– -$2.19M -77,545 Closed
SW
475
SteelPeak Wealth
California
– -$922K -32,680 Closed
16 17 18
19
20

JEF Hedge Fund Activity: Q4 2022 in Review

471 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2022, worth a combined $5.06B — up 12% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JEF positions and 26 closed out — a net gain of 56 holders — while 137 added to existing stakes and 169 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $20.2M. The largest seller was Burgundy Asset Management, cutting an estimated $34M.

  • 471 institutional investors held Jefferies Financial Group (JEF) as of Q4 2022, up from 424 in Q3 2022.
  • Funds reported $5.06B of Jefferies Financial Group stock for Q4 2022, up 12% quarter-over-quarter.
  • 82 funds opened new Jefferies Financial Group positions in Q4 2022 and 26 closed out, a net change of +56 holders.
  • The largest Jefferies Financial Group buyer in Q4 2022 was AllianceBernstein, an estimated $20.2M added.
  • The largest Jefferies Financial Group seller in Q4 2022 was Burgundy Asset Management, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2022.