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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 %
BAAM
451
Baker Avenue Asset Management
California
$1.2K +$1.2K +37 New
EWA
452
EverSource Wealth Advisors
Alabama
$1.13K – – –
TFA
453
Transamerica Financial Advisors
Florida
$1K – – –
SWA
454
Sutton Wealth Advisors
Florida
$788 – – –
AWM
455
Accurate Wealth Management
Florida
$785 +$785 +21 New
RFG
456
RFP Financial Group
Georgia
$720 +$720 +22 New
RBC
457
Romano Brothers & Co
Illinois
$686 +$686 +21 New
ACM
458
AUA Capital Management
Pennsylvania
$583 – – –
PWMG
459
Prestige Wealth Management Group
New Jersey
$514 – – –
CWC
460
Carolinas Wealth Consulting
North Carolina
$411 +$411 +13 New
WWM
461
Wolff Wiese Magana
California
$171 – – –
TWP
462
TFO Wealth Partners
Ohio
$120 +$120 +1 New
MRCM
463
M&R Capital Management
New Jersey
$102 – – –
FGAM
464
Financial Gravity Asset Management
Texas
$96 +$96 +36 New
HNB
465
Huntington National Bank
Ohio
$34 – – –
WIM
466
Westside Investment Management
California
$14 – – –
CVA
467
Ceredex Value Advisors
Florida
– -$5.65M -200,491 Closed
IP
468
Interval Partners
New York
– -$3.49M -123,552 Closed
ACM
469
AlphaCrest Capital Management
New York
– -$2.91M -103,322 Closed
E
470
Ergoteles
New York
– -$2.58M -91,379 Closed
MPAM
471
Monarch Partners Asset Management
Massachusetts
– -$2.3M -81,666 Closed
ECM
472
ExodusPoint Capital Management
New York
– -$2.19M -77,545 Closed
SW
473
SteelPeak Wealth
California
– -$922K -32,680 Closed
XT
474
XTX Topco
Cayman Islands
– -$870K -30,845 Closed
GCP
475
GSA Capital Partners
United Kingdom
– -$721K -25,577 Closed
16 17 18
19
20