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Jefferies Financial Group
JEF

Overview Fund Activity

469 hedge funds and large institutions have $5.05B invested in Jefferies Financial Group in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
469
Holders Change
+46
Holders Change %
+10.87%
% of All Funds
7.57%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
81
Increased
137
Reduced
169
Closed
26
Calls
$14.1M
Puts
$20.2M
Net Calls
-$6.05M
Net Calls Change
+$969K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$92.1M
2
BlackRock
BlackRock
New York
$630M
3
Charles Schwab
Charles Schwab
California
$141M
4
Morgan Stanley
Morgan Stanley
New York
$45.5M
5
Invesco
Invesco
Georgia
$32.9M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
$35.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$195M
3
Millennium Management
Millennium Management
New York
$6.83M
4
CSS
Cubist Systematic Strategies
Connecticut
$6.04M
5
Two Sigma Investments
Two Sigma Investments
New York
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.87M -$117K -3,574 -3%
RG
127
Retirement Group
California
$3.64M +$792K +24,160 +28%
KWM
128
Kingsview Wealth Management
Oregon
$3.59M +$524K +15,975 +17%
YCM
129
Yousif Capital Management
Michigan
$3.47M -$84K -2,562 -2%
Marshall Wace
130
Marshall Wace
United Kingdom
$3.43M +$164 +5 +0%
PI
131
PFS Investments
Georgia
$3.43M +$364K +11,106 +12%
AAIM
132
American Assets Investment Management
California
$3.43M – – –
RC
133
RBF Capital
California
$3.43M – – –
Barclays
134
Barclays
United Kingdom
$3.36M -$559K -17,071 -14%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$3.35M +$2.64M +80,539 +374%
EIM
136
Ervin Investment Management
Washington
$3.26M +$77.3K +2,358 +2%
Osaic Holdings
137
Osaic Holdings
Arizona
$3.25M +$144K +4,409 +5%
KWILP
138
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.24M -$340K -10,380 -9%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$3.2M +$1.34M +40,963 +72%
KBC Group
140
KBC Group
Belgium
$3.19M +$115K +3,515 +4%
Corient Private Wealth
141
Corient Private Wealth
Florida
$3.17M +$3.17M +96,649 New
Aviva
142
Aviva
United Kingdom
$3.04M -$396K -12,087 -12%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$2.99M -$202K -6,152 -6%
PFM
144
Parsec Financial Management
North Carolina
$2.99M +$553K +16,885 +23%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$2.98M -$6.52K -199 -0.2%
Truist Financial
146
Truist Financial
North Carolina
$2.98M +$403K +12,309 +16%
CB
147
Commerce Bank
Missouri
$2.93M +$787 +24 +0%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.83M +$298K +9,079 +12%
EP
149
Edgestream Partners
New Jersey
$2.79M -$1.2M -36,631 -30%
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$2.79M +$2.79M +85,108 New
4 5
6
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