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Jefferies Financial Group
JEF

Overview Fund Activity

435 hedge funds and large institutions have $4.79B invested in Jefferies Financial Group in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 156 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+8
Holders Change %
+1.87%
% of All Funds
6.94%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
52
Increased
126
Reduced
156
Closed
39
Calls
$16.3M
Puts
$18.3M
Net Calls
-$2.07M
Net Calls Change
-$307K

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$67M
2
Jane Street
Jane Street
New York
$28.6M
3
Invesco
Invesco
Georgia
$47.3M
4
Principal Financial Group
Principal Financial Group
Iowa
$46.3M
5
ZIG
Zurich Insurance Group
Switzerland
$16.8M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$671M
2
BlackRock
BlackRock
New York
$606M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$57.8M
4
LSV Asset Management
LSV Asset Management
Illinois
$100M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECP
126
Epacria Capital Partners
Colorado
$3.94M – – –
KBC Group
127
KBC Group
Belgium
$3.88M +$93.1K +2,541 +2%
MWM
128
Modera Wealth Management
New Jersey
$3.86M -$422K -11,518 -10%
MIM
129
MetLife Investment Management
New Jersey
$3.84M -$389K -10,631 -9%
LPL Financial
130
LPL Financial
California
$3.75M +$14.5K +395 +0.4%
Corient Private Wealth
131
Corient Private Wealth
Florida
$3.74M +$66.6K +1,817 +2%
AAIM
132
American Assets Investment Management
California
$3.66M – – –
RC
133
RBF Capital
California
$3.66M – – –
BHCM
134
Boulder Hill Capital Management
New York
$3.66M +$3.66M +99,996 New
EIM
135
Ervin Investment Management
Washington
$3.57M -$1.94K -53 -0.1%
YCM
136
Yousif Capital Management
Michigan
$3.24M -$333K -9,100 -9%
Osaic Holdings
137
Osaic Holdings
Arizona
$3.21M +$508K +13,874 +19%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$3.16M -$156K -4,269 -5%
CB
139
Commerce Bank
Missouri
$3.12M – – –
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$3.04M -$157K -4,276 -5%
Comerica Bank
141
Comerica Bank
Texas
$3.04M -$11.7M -319,336 -79%
Walleye Capital
142
Walleye Capital
New York
$3M -$2.12M -57,977 -41%
Allianz Asset Management
143
Allianz Asset Management
Germany
$2.87M +$1.22M +33,426 +74%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.84M -$493K -13,460 -15%
PI
145
Putnam Investments
Massachusetts
$2.83M -$5.03M -137,225 -64%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$2.83M -$85.3K -2,328 -3%
PMEF
147
Point72 Middle East FZE
United Arab Emirates
$2.78M +$2.34M +63,897 +533%
Verition Fund Management
148
Verition Fund Management
Connecticut
$2.65M +$2.65M +72,215 New
Franklin Resources
149
Franklin Resources
California
$2.64M -$456K -12,441 -15%
IMRF
150
Illinois Municipal Retirement Fund
Illinois
$2.56M – – –
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