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Jefferies Financial Group
JEF

Overview Fund Activity

472 hedge funds and large institutions have $5.45B invested in Jefferies Financial Group in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-33
Holders Change %
-6.53%
% of All Funds
7.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
63
Increased
163
Reduced
178
Closed
90
Calls
$11.8M
Puts
$51M
Net Calls
-$39.3M
Net Calls Change
-$44.7M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$109M
2
First Trust Advisors
First Trust Advisors
Illinois
$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$45.4M
4
AQR Capital Management
AQR Capital Management
Connecticut
$61.4M
5
DSC
Donald Smith & Co
New York
$109M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34M
2
AIM
Artemis Investment Management
United Kingdom
$0
3
Vanguard Group
Vanguard Group
Pennsylvania
$683M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$90.2M
5
CVA
Ceredex Value Advisors
Florida
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
126
Intrepid Capital Management
Florida
$4.14M – – –
PCM
127
Poehling Capital Management
Wisconsin
$4.14M +$12.9K +412 +0.3%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$4.12M -$373K -11,880 -8%
RG
129
Retirement Group
California
$3.95M +$657K +20,935 +20%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$3.81M – – –
YCM
131
Yousif Capital Management
Michigan
$3.78M -$3.61K -115 -0.1%
Canada Life
132
Canada Life
Manitoba, Canada
$3.78M +$285K +8,817 +8%
KS
133
Karpas Strategies
Connecticut
$3.69M -$19.7K -628 -0.5%
CWA
134
Carolina Wealth Advisors
South Carolina
$3.59M +$3.43M +109,302 +2,253%
Osaic Holdings
135
Osaic Holdings
Arizona
$3.57M -$363K -11,590 -9%
AIMCA
136
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.55M +$1.6M +50,836 +82%
Rafferty Asset Management
137
Rafferty Asset Management
New York
$3.54M -$250K -7,960 -7%
KWILP
138
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.49M +$448K +14,265 +15%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$3.35M +$223K +6,983 +7%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$3.35M -$364K -11,582 -10%
DA
141
Duality Advisers
Florida
$3.29M +$706K +22,480 +27%
RC
142
RBF Capital
California
$3.29M – – –
AAIM
143
American Assets Investment Management
California
$3.29M +$3.29M +104,600 New
ACM
144
AlphaCrest Capital Management
New York
$3.27M -$151K -4,799 -4%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$3.15M -$2.35M -73,564 -43%
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
$3.13M +$49.1K +1,564 +2%
T. Rowe Price Associates
147
T. Rowe Price Associates
Maryland
$3.1M +$270K +8,591 +10%
EIM
148
Ervin Investment Management
Washington
$3.04M +$182K +5,741 +6%
EGM
149
Engineers Gate Manager
New York
$2.9M +$2.43M +77,248 +509%
LG
150
Leuthold Group
Minnesota
$2.9M -$10.8K -345 -0.4%
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