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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.

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

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$34M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$683M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$90.2M
5
CVA
5
Ceredex Value Advisors
Florida
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$36.6M -$16.5M -523,909 -31%
AssetMark Inc
27
AssetMark Inc
California
$35.9M -$593K -18,886 -2%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$34M -$65.6M -2,089,680 -66%
Allianz Asset Management
29
Allianz Asset Management
Germany
$33.3M -$13.6M -432,922 -29%
WCM
30
Wedge Capital Management
North Carolina
$31.2M +$4.84M +154,057 +18%
Morgan Stanley
31
Morgan Stanley
New York
$29.5M +$8.88M +282,731 +43%
MCM
32
Moerus Capital Management
New York
$28.9M +$9.53M +303,326 +49%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$28.5M -$8.04M -260,721 -22%
PCMF
34
Private Capital Management (Florida)
Florida
$27.3M +$1.38M +44,048 +5%
HP
35
Hosking Partners
United Kingdom
$25.9M -$580K -18,464 -2%
PI
36
PGGM Investments
Netherlands
$25.6M – – –
PCI
37
Pacifica Capital Investments
Texas
$24.4M +$27.2K +866 +0.1%
Principal Financial Group
38
Principal Financial Group
Iowa
$24M +$628K +19,988 +3%
Victory Capital Management
39
Victory Capital Management
Texas
$23.9M +$4.29M +145,810 +22%
FWSM
40
First Wilshire Securities Management
California
$23M -$243K -7,734 -1%
Robeco Institutional Asset Management
41
Robeco Institutional Asset Management
Netherlands
$22.7M -$4M -127,210 -15%
Fuller & Thaler Asset Management
42
Fuller & Thaler Asset Management
California
$22.5M -$11.1M -352,835 -33%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$22M +$1.31M +41,620 +6%
Millennium Management
44
Millennium Management
New York
$21.9M +$9.2M +293,082 +72%
Renaissance Technologies
45
Renaissance Technologies
New York
$21.6M +$14.1M +448,002 +187%
Bank of America
46
Bank of America
North Carolina
$19.2M -$4.6M -146,575 -19%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$18.5M -$1.85M -58,860 -9%
MAA
48
Mraz Amerine & Associates
California
$18.2M +$115K +3,668 +0.6%
BAMCO Inc
49
BAMCO Inc
New York
$17.6M +$3.16M +100,625 +22%
Legal & General Group
50
Legal & General Group
United Kingdom
$17.1M -$412K -13,125 -2%
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