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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.

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 %
MOACM
101
Mutual of America Capital Management
New York
$4.5M -$330K -9,956 -7%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$4.48M -$27.7M -836,181 -86%
LDB
103
Lee, Danner & Bass
Tennessee
$4.42M -$9.95K -300 -0.2%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$4.37M +$75K +2,260 +2%
SEI Investments
105
SEI Investments
Pennsylvania
$4.31M +$281K +8,481 +7%
RG
106
Retirement Group
California
$4.29M +$83.1K +2,504 +2%
AL
107
Arnhold LLC
New York
$4.24M – – –
AB
108
Amalgamated Bank
New York
$4.11M -$118K -3,559 -3%
PCM
109
Poehling Capital Management
Wisconsin
$4.06M +$10.6K +319 +0.3%
SSA
110
Schonfeld Strategic Advisors
New York
$3.97M -$4.42M -133,244 -53%
KS
111
Karpas Strategies
Connecticut
$3.92M -$16.6K -500 -0.4%
MWM
112
Modera Wealth Management
New Jersey
$3.88M +$3.88M +116,853 New
MIM
113
MetLife Investment Management
New Jersey
$3.83M +$29.4K +886 +0.8%
Two Sigma Advisers
114
Two Sigma Advisers
New York
$3.77M -$9.22M -278,000 -71%
RJA
115
Raymond James & Associates
Florida
$3.69M +$26.3K +792 +0.7%
TC
116
TwinBeech Capital
New York
$3.62M +$3.62M +109,059 New
ICM
117
Intrepid Capital Management
Florida
$3.59M +$69.5K +2,094 +2%
ECP
118
Epacria Capital Partners
Colorado
$3.57M -$1.33M -39,981 -27%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$3.52M -$1.11M -33,367 -24%
KWM
120
Kingsview Wealth Management
Oregon
$3.46M -$360K -10,858 -9%
KBC Group
121
KBC Group
Belgium
$3.43M -$11.4K -345 -0.3%
LPL Financial
122
LPL Financial
California
$3.39M +$273K +8,232 +9%
Corient Private Wealth
123
Corient Private Wealth
Florida
$3.33M -$112K -3,362 -3%
Man Group
124
Man Group
United Kingdom
$3.32M +$3.32M +100,020 New
RC
125
RBF Capital
California
$3.32M – – –
3 4
5
6 7