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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.

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
1
AllianceBernstein
Tennessee
$92.1M
2
BlackRock
2
BlackRock
New York
$630M
3
Charles Schwab
3
Charles Schwab
California
$141M
4
Morgan Stanley
4
Morgan Stanley
New York
$45.5M
5
Invesco
5
Invesco
Georgia
$32.9M

Top Sellers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$35.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$195M
3
Millennium Management
3
Millennium Management
New York
$6.83M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$6.04M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Burgundy Asset Management
Ontario, Canada
$35.6M -$33.5M -1,022,259 -48%
Invesco
27
Invesco
Georgia
$32.9M +$9.07M +276,747 +38%
PCMF
28
Private Capital Management (Florida)
Florida
$30.1M +$723K +22,070 +2%
WCM
29
Wedge Capital Management
North Carolina
$29.9M -$802K -24,483 -3%
HP
30
Hosking Partners
United Kingdom
$28.6M +$7.4M +225,741 +35%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$27M -$1.19M -36,240 -4%
Victory Capital Management
32
Victory Capital Management
Texas
$26.8M +$8.91K +272 +0%
PCI
33
Pacifica Capital Investments
Texas
$26M -$427K -13,025 -2%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$24.7M +$6.26M +191,163 +34%
Principal Financial Group
35
Principal Financial Group
Iowa
$24.7M -$234K -7,131 -0.9%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$24.2M -$11.1K -339 -0%
FWSM
37
First Wilshire Securities Management
California
$23.7M -$287K -8,753 -1%
Bank of America
38
Bank of America
North Carolina
$20.8M +$4M +122,076 +24%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$19.2M +$258K +7,865 +1%
MAA
40
Mraz Amerine & Associates
California
$19.1M -$198K -6,035 -1%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$19M -$17.1K -523 -0.1%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$18.8M -$68.8K -2,098 -0.4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$18.6M +$1.15M +35,165 +7%
CS
44
Candriam SCA
Luxembourg
$17.3M +$3.1M +94,714 +22%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$17M -$367K -11,188 -2%
Robeco Institutional Asset Management
46
Robeco Institutional Asset Management
Netherlands
$16.5M -$307K -9,382 -2%
Legal & General Group
47
Legal & General Group
United Kingdom
$16.4M -$180K -5,497 -1%
NW
48
NewEdge Wealth
Pennsylvania
$16.2M +$906K +27,653 +6%
Ameriprise
49
Ameriprise
Minnesota
$15.8M -$398K -12,132 -2%
GCM
50
GoodHaven Capital Management
New Jersey
$15.6M – – –
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