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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.

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

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$89.3M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$5.14M
3
Goldman Sachs
3
Goldman Sachs
New York
$58.3M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$77.9M
5
BAMCO Inc
5
BAMCO Inc
New York
$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$33.5M +$8.71M +329,761 +35%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$32.8M +$4.19M +158,759 +15%
MCM
28
Moerus Capital Management
New York
$32.1M +$7.76M +294,060 +32%
AssetMark Inc
29
AssetMark Inc
California
$26.7M -$3.52M -133,456 -12%
WCM
30
Wedge Capital Management
North Carolina
$26.5M +$194K +7,353 +0.7%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$26M -$12.2M -461,883 -32%
PCMF
32
Private Capital Management (Florida)
Florida
$23.9M +$983K +37,238 +4%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$23.8M -$664K -25,141 -3%
Bank of America
34
Bank of America
North Carolina
$23.5M +$7.4M +280,120 +46%
Victory Capital Management
35
Victory Capital Management
Texas
$21.5M +$58.9K +2,231 +0.3%
PCI
36
Pacifica Capital Investments
Texas
$21.4M +$852K +32,280 +4%
Principal Financial Group
37
Principal Financial Group
Iowa
$20.9M +$691K +26,153 +3%
FWSM
38
First Wilshire Securities Management
California
$19.3M -$124K -4,691 -0.6%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$18.4M -$58.3K -2,206 -0.3%
HP
40
Hosking Partners
United Kingdom
$18.2M -$3.52M -133,211 -16%
Renaissance Technologies
41
Renaissance Technologies
New York
$16.8M -$1.39M -52,725 -8%
Millennium Management
42
Millennium Management
New York
$16.1M -$2.29M -86,693 -12%
MAA
43
Mraz Amerine & Associates
California
$15.6M +$224K +8,477 +1%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$15.5M -$40.5K -1,534 -0.3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$15.2M +$1.17M +44,214 +8%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$14.8M -$4.22M -159,603 -22%
Legal & General Group
47
Legal & General Group
United Kingdom
$14.1M -$323K -12,219 -2%
Ameriprise
48
Ameriprise
Minnesota
$13.8M -$594K -22,814 -4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$12.6M -$1.04M -39,539 -8%
GCM
50
GoodHaven Capital Management
New Jersey
$12.5M +$53.9K +2,040 +0.4%
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