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Jefferies Financial Group
JEF

Overview Fund Activity

426 hedge funds and large institutions have $4.35B invested in Jefferies Financial Group in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 147 increasing their positions, 167 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-46
Holders Change %
-9.75%
% of All Funds
7.2%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
33
Increased
147
Reduced
167
Closed
70
Calls
$9.08M
Puts
$30.4M
Net Calls
-$21.4M
Net Calls Change
+$17.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$33.5M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$8.85M
3
BAM
Burgundy Asset Management
Ontario, Canada
$103M
4
MCM
Moerus Capital Management
New York
$32.1M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$68.1M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$89.3M
2
Allianz Asset Management
Allianz Asset Management
Germany
$5.14M
3
Goldman Sachs
Goldman Sachs
New York
$58.3M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$77.9M
5
BAMCO Inc
BAMCO Inc
New York
$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$2.82M – – –
AAIM
127
American Assets Investment Management
California
$2.76M – – –
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$2.76M +$150K +5,691 +6%
American Century Companies
129
American Century Companies
Missouri
$2.7M -$10.4M -394,981 -79%
AIMCA
130
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.66M -$326K -12,343 -11%
MAM
131
Mastrapasqua Asset Management
Tennessee
$2.63M -$4.12M -155,857 -61%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$2.59M -$41.3K -1,564 -2%
EIM
133
Ervin Investment Management
Washington
$2.56M +$9.63K +361 +0.4%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$2.54M +$2M +75,657 +370%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$2.49M +$245K +9,282 +11%
AG
136
Algert Global
California
$2.45M +$124K +4,686 +5%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$2.45M +$268K +10,144 +12%
MPM
138
Meritage Portfolio Management
Kansas
$2.44M +$34.5K +1,307 +1%
CB
139
Commerce Bank
Missouri
$2.35M -$449 -17 -0%
Allspring Global Investments
140
Allspring Global Investments
North Carolina
$2.31M -$2.05M -77,489 -47%
PI
141
PFS Investments
Georgia
$2.23M +$251K +9,506 +13%
UBS Group
142
UBS Group
Switzerland
$2.23M -$1.7M -64,490 -43%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$2.22M -$15K -567 -0.7%
KWM
144
Kingsview Wealth Management
Oregon
$2.21M +$201K +7,602 +10%
APF
145
Alaska Permanent Fund
Alaska
$2.19M -$5.52K -209 -0.3%
GCM
146
Graham Capital Management
Connecticut
$2.17M +$471K +17,846 +28%
ECM
147
Elgethun Capital Management
South Dakota
$2.12M +$68.1K +2,592 +3%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.1M +$137K +5,170 +7%
Citigroup
149
Citigroup
New York
$2.08M -$1.58M -59,829 -43%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$2.07M – – –
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