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Jefferies Financial Group
JEF

Overview Fund Activity

427 hedge funds and large institutions have $4.5B invested in Jefferies Financial Group in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 161 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
-34
Holders Change %
-7.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
39
Increased
133
Reduced
161
Closed
70
Calls
$8.8M
Puts
$10.6M
Net Calls
-$1.77M
Net Calls Change
+$4.1M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$33.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$87.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$686M
4
Millennium Management
4
Millennium Management
New York
$57.8M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$20.6M

Top Sellers

1
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$0
2
WCM
2
Wedge Capital Management
North Carolina
$2.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.48M
4
E
4
Ergoteles
New York
$1.58M
5
ACL
5
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$15.3M -$13.8M -416,911 -47%
GCM
52
GoodHaven Capital Management
New Jersey
$15M -$38.7K -1,166 -0.3%
Ameriprise
53
Ameriprise
Minnesota
$14.8M -$57.4K -1,731 -0.4%
Berkshire Hathaway
54
Berkshire Hathaway
Nebraska
$14.4M – – –
RR
55
Robotti Robert
$14.3M -$81.1K -2,445 -0.6%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$13.8M -$2.94M -88,599 -18%
UBS AM
57
UBS AM
Illinois
$13M – – –
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$12.9M -$1.3M -39,240 -9%
Swiss National Bank
59
Swiss National Bank
Switzerland
$12.6M -$471K -14,200 -4%
IR
60
IAT Reinsurance
New York
$12M – – –
RPA
61
Rock Point Advisors
Vermont
$11.6M +$138K +4,155 +1%
Fisher Asset Management
62
Fisher Asset Management
Washington
$11.4M -$412K -12,419 -3%
GC
63
Guggenheim Capital
Illinois
$11.2M +$9.15M +275,844 +456%
First Manhattan
64
First Manhattan
New York
$10.4M -$2.44M -73,436 -19%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$9.66M +$4.92M +148,306 +104%
AIG
66
American International Group
New York
$9.35M +$80.4K +2,423 +0.9%
BAMCO Inc
67
BAMCO Inc
New York
$9.27M +$299K +9,000 +3%
CG
68
Colony Group
Massachusetts
$8.72M +$216K +6,507 +3%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$8.69M +$39.4K +1,187 +0.5%
Fuller & Thaler Asset Management
70
Fuller & Thaler Asset Management
California
$8.5M +$13.2K +399 +0.2%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$8.25M -$493K -14,869 -6%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$7.4M -$445K -13,425 -6%
CIM
73
Cambria Investment Management
California
$7.39M -$832K -25,090 -10%
PCI
74
Pacifica Capital Investments
Texas
$7.15M +$439K +13,229 +7%
PI
75
Putnam Investments
Massachusetts
$7.12M +$7.12M +214,565 New
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