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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 %
PWMG
451
Prestige Wealth Management Group
New Jersey
$477 -$32 -1 -6%
TWP
452
TFO Wealth Partners
Ohio
$444 +$412 +13 +1,300%
CFO
453
CVA Family Office
Colorado
$317 +$317 +10 New
ST
454
Sageworth Trust
Pennsylvania
$254 – – –
TFM
455
TFC Financial Management
Massachusetts
$223 +$223 +7 New
WWM
456
Wolff Wiese Magana
California
$159 – – –
CCM
457
Chilton Capital Management
Texas
$96 +$96 +3 New
MRCM
458
M&R Capital Management
New Jersey
$95 – – –
HNB
459
Huntington National Bank
Ohio
$32 – – –
AM
460
AGF Management
Ontario, Canada
– -$12.9M -392,415 Closed
Renaissance Technologies
461
Renaissance Technologies
New York
– -$7.82M -238,581 Closed
GLA
462
Great Lakes Advisors
Illinois
– -$5.35M -163,262 Closed
IAN
463
Integrated Advisors Network
Texas
– -$4.67M -142,553 Closed
Marshall Wace
464
Marshall Wace
United Kingdom
– -$3.43M -104,727 Closed
PI
465
PFS Investments
Georgia
– -$3.43M -104,706 Closed
MHS
466
M Holdings Securities
Oregon
– -$2.34M -71,378 Closed
DCM
467
Dupont Capital Management
Delaware
– -$1.83M -55,795 Closed
MFS
468
Mirabella Financial Services
United Kingdom
– -$1.72M -52,342 Closed
TGAM
469
TBH Global Asset Management
Tennessee
– -$1.55M -47,412 Closed
Baird Financial Group
470
Baird Financial Group
Wisconsin
– -$1.46M -44,601 Closed
HIMCH
471
Hartford Investment Management Co (HIMCO)
Connecticut
– -$1.34M -40,910 Closed
PFO
472
Pathstone Family Office
New Jersey
– -$673K -38,549 Closed
PFO
473
PMC FIG Opportunities
Israel
– -$1.03M -31,380 Closed
WIS
474
Wright Investors Service
Connecticut
– -$1.01M -30,672 Closed
TCM
475
Teza Capital Management
Illinois
– -$952K -29,038 Closed
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