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Jefferies Financial Group

424 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more capital invested

Capital invested by funds: $4.35B → $4.52B (+$168M)

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.21% more ownership

Funds ownership: 68.74%68.95% (+0.21%)

1% less funds holding

Funds holding: 427424 (-3)

32% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 173

38% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $18.7M

Holders
424
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.3%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
50
Increased
117
Reduced
173
Closed
49
Calls
$11.7M
Puts
$18.7M
Net Calls
-$7.02M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Moerus Capital Management
New York
$33.4M -$933K -30,822 -3%
Morgan Stanley
27
Morgan Stanley
New York
$31M -$5.15M -170,122 -13%
WCM
28
Wedge Capital Management
North Carolina
$26.4M -$2M -65,978 -7%
PCMF
29
Private Capital Management (Florida)
Florida
$25.3M -$318K -10,498 -1%
N
30
Nuveen
North Carolina
$24.3M -$1.21M -39,980 -4%
Two Sigma Investments
31
Two Sigma Investments
New York
$23.5M +$20.5M +676,834 +428%
Victory Capital Management
32
Victory Capital Management
Texas
$23M +$75.6K +2,497 +0.3%
PCI
33
Pacifica Capital Investments
Texas
$22.8M -$90.9K -3,002 -0.4%
Principal Financial Group
34
Principal Financial Group
Iowa
$21.4M -$923K -30,492 -4%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$20.9M -$7.4M -244,607 -25%
FWSM
36
First Wilshire Securities Management
California
$20.6M +$43.3K +1,429 +0.2%
Invesco
37
Invesco
Georgia
$20.5M -$18.6M -615,534 -46%
Millennium Management
38
Millennium Management
New York
$18.7M +$1.59M +52,583 +9%
HP
39
Hosking Partners
United Kingdom
$18.3M -$1.29M -42,503 -6%
MAA
40
Mraz Amerine & Associates
California
$16.6M -$46.9K -1,548 -0.3%
CSS
41
Cubist Systematic Strategies
Connecticut
$16.4M +$13.5M +445,189 +324%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$16.3M +$6.09M +201,145 +53%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$16.3M +$48K +1,587 +0.3%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$16.3M -$283K -9,360 -2%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$15.9M +$15.8M +520,686 +1,245%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$15M -$5.03M -166,159 -24%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$14.9M +$2.17M +71,544 +16%
Bank of America
48
Bank of America
North Carolina
$14.4M -$11.5M -379,130 -43%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$14.4M -$1.53M -50,571 -9%
Legal & General Group
50
Legal & General Group
United Kingdom
$14.3M -$790K -26,088 -5%