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Jefferies Financial Group

424 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more capital invested

Capital invested by funds: $4.35B → $4.52B (+$168M)

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.21% more ownership

Funds ownership: 68.74%68.95% (+0.21%)

1% less funds holding

Funds holding: 427424 (-3)

32% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 173

38% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $18.7M

Holders
424
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.3%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
50
Increased
117
Reduced
173
Closed
49
Calls
$11.7M
Puts
$18.7M
Net Calls
-$7.02M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Algert Global
California
$3.13M +$547K +18,058 +19%
YCM
127
Yousif Capital Management
Michigan
$3.06M -$388K -12,812 -11%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$3.05M +$414K +13,665 +14%
Aviva
129
Aviva
United Kingdom
$2.96M +$2.18M +71,897 +218%
Marshall Wace
130
Marshall Wace
United Kingdom
$2.95M +$3.17M +104,722 New
AAIM
131
American Assets Investment Management
California
$2.95M
RC
132
RBF Capital
California
$2.95M
ACM
133
AlphaCrest Capital Management
New York
$2.91M -$358K -11,819 -10%
KWILP
134
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.89M
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$2.83M +$64.4K +2,129 +2%
T. Rowe Price Associates
136
T. Rowe Price Associates
Maryland
$2.79M -$170K -5,631 -5%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$2.75M -$277K -9,158 -9%
GCM
138
Graham Capital Management
Connecticut
$2.75M +$465K +15,377 +19%
EIM
139
Ervin Investment Management
Washington
$2.73M +$25.5K +841 +0.9%
Allianz Asset Management
140
Allianz Asset Management
Germany
$2.73M -$2.96M -97,747 -50%
Osaic Holdings
141
Osaic Holdings
Arizona
$2.68M -$499K -16,491 -15%
DTL
142
Dynamic Technology Lab
Singapore
$2.68M +$2.87M +94,872 New
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$2.67M +$444K +14,686 +19%
KBC Group
144
KBC Group
Belgium
$2.64M +$1.39M +46,083 +97%
KWM
145
Kingsview Wealth Management
Oregon
$2.64M +$306K +10,094 +12%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$2.6M -$683K -22,571 -20%
E
147
Ergoteles
New York
$2.58M +$2.77M +91,379 New
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$2.57M -$46.9K -1,548 -2%
CB
149
Commerce Bank
Missouri
$2.52M +$6.66K +220 +0.2%
Allspring Global Investments
150
Allspring Global Investments
North Carolina
$2.47M +$5.51K +182 +0.2%

JEF Hedge Fund Activity: Q3 2022 in Review

424 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2022, worth a combined $4.52B — up 3.9% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new JEF positions and 49 closed out — a net gain of 1 holder — while 117 added to existing stakes and 173 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $20.5M. The largest seller was Burgundy Asset Management, cutting an estimated $54.1M.

  • 424 institutional investors held Jefferies Financial Group (JEF) as of Q3 2022, down from 427 in Q2 2022.
  • Funds reported $4.52B of Jefferies Financial Group stock for Q3 2022, up 3.9% quarter-over-quarter.
  • 50 funds opened new Jefferies Financial Group positions in Q3 2022 and 49 closed out, a net change of +1 holder.
  • The largest Jefferies Financial Group buyer in Q3 2022 was Two Sigma Investments, an estimated $20.5M added.
  • The largest Jefferies Financial Group seller in Q3 2022 was Burgundy Asset Management, an estimated $54.1M sold.

Based on aggregated 13F filings for Q3 2022.