JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

427 hedge funds and large institutions have $4.5B invested in Jefferies Financial Group in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 161 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
-34
Holders Change %
-7.38%
% of All Funds
6.73%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
39
Increased
133
Reduced
161
Closed
70
Calls
$8.8M
Puts
$10.6M
Net Calls
-$1.77M
Net Calls Change
+$4.1M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$33.4M
2
Citadel Advisors
Citadel Advisors
Florida
$87.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$686M
4
Millennium Management
Millennium Management
New York
$57.8M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$20.6M

Top Sellers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
2
WCM
Wedge Capital Management
North Carolina
$2.41M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.48M
4
E
Ergoteles
New York
$1.58M
5
ACL
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
151
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.97M – – –
WIM
152
Wittenberg Investment Management
Massachusetts
$1.88M -$171K -5,166 -8%
GIA
153
Gateway Investment Advisers
Ohio
$1.84M – – –
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$1.81M +$216K +6,500 +14%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$1.79M +$16.8K +507 +0.9%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$1.79M +$36.5K +1,100 +2%
SO
157
STRS Ohio
Ohio
$1.77M -$393K -11,840 -18%
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$1.75M -$159K -4,780 -8%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$1.7M -$297K -8,860 -15%
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$1.67M -$9.21M -274,043 -85%
SC
161
Shay Capital
New York
$1.66M +$1.66M +50,000 New
ASRS
162
Arizona State Retirement System
Arizona
$1.63M -$129K -3,903 -7%
ONB
163
Old National Bancorp
Indiana
$1.6M – – –
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$1.6M +$14.8K +446 +0.9%
E
165
Ergoteles
New York
$1.58M -$27.4M -825,762 -95%
PI
166
PGGM Investments
Netherlands
$1.56M -$176K -5,293 -10%
AIP
167
Ameritas Investment Partners
Nebraska
$1.55M +$18.8K +568 +1%
SOMRS
168
State of Michigan Retirement System
Michigan
$1.53M +$9.95K +300 +0.7%
PAM
169
Panagora Asset Management
Massachusetts
$1.52M +$1.52M +45,849 New
BF
170
BOK Financial
Oklahoma
$1.52M -$2.01M -60,687 -57%
American Century Companies
171
American Century Companies
Missouri
$1.51M -$31K -934 -2%
Allianz Asset Management
172
Allianz Asset Management
Germany
$1.49M +$867K +26,149 +140%
IRC
173
Investors Research Corp
Georgia
$1.4M -$13.3K -400 -0.9%
KWILP
174
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.4M – – –
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M +$45K +1,357 +3%
5 6
7
8 9