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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 %
Bank of Nova Scotia
476
Bank of Nova Scotia
Ontario, Canada
– -$716K -21,856 Closed
HCM
477
Huber Capital Management
California
– -$483K -14,749 Closed
Lido Advisors
478
Lido Advisors
California
– -$463K -14,115 Closed
UC
479
Unio Capital
New Jersey
– -$446K -13,598 Closed
WS
480
Wedbush Securities
California
– -$436K -13,313 Closed
AI
481
AdvisorShares Investments
Maryland
– -$413K -12,603 Closed
BRWA
482
B. Riley Wealth Advisors
Florida
– -$397K -12,100 Closed
VF
483
Vest Financial
Virginia
– -$372K -11,351 Closed
PGCM
484
Prescott Group Capital Management
Oklahoma
– -$343K -10,460 Closed
MML Investors Services
485
MML Investors Services
Massachusetts
– -$298K -9,093 Closed
CIP
486
Convergence Investment Partners
Florida
– -$287K -8,759 Closed
AIS
487
AM Investment Strategies
Tennessee
– -$271K -8,262 Closed
ECM
488
Evergreen Capital Management
Washington
– -$256K -7,799 Closed
Vontobel Holding
489
Vontobel Holding
Switzerland
– -$247K -7,550 Closed
CIBC Asset Management
490
CIBC Asset Management
Ontario, Canada
– -$245K -7,473 Closed
PA
491
Profund Advisors
Maryland
– -$239K -7,282 Closed
BCM
492
Bayesian Capital Management
New York
– -$231K -7,063 Closed
CCB
493
Country Club Bank
Missouri
– -$213K -6,497 Closed
FHC
494
First Heartland Consultants
Missouri
– -$210K -6,406 Closed
AL
495
Aspiriant LLC
California
– -$208K -6,352 Closed
SC
496
Searle & Co
Connecticut
– -$206K -6,276 Closed
RJFSA
497
Raymond James Financial Services Advisors
Florida
– -$204K -6,227 Closed
NFG
498
Nations Financial Group
Iowa
– -$202K -6,155 Closed
MA
499
MKT Advisors
California
– -$209K -5,536 Closed
AI
500
AXS Investments
New York
– -$107K -3,274 Closed
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