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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 %
ASRS
176
Arizona State Retirement System
Arizona
$1.45M -$110K -4,170 -7%
AIP
177
Ameritas Investment Partners
Nebraska
$1.43M – – –
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$1.39M -$176K -6,685 -11%
SOMRS
179
State of Michigan Retirement System
Michigan
$1.35M -$11K -418 -0.8%
TGAM
180
TBH Global Asset Management
Tennessee
$1.34M -$34.6K -1,310 -3%
ONB
181
Old National Bancorp
Indiana
$1.34M – – –
SWM
182
Sculati Wealth Management
Michigan
$1.34M +$29.1K +1,103 +2%
Franklin Resources
183
Franklin Resources
California
$1.3M -$5.64M -213,401 -81%
SIAG
184
Safeguard Investment Advisory Group
California
$1.3M – – –
KBC Group
185
KBC Group
Belgium
$1.26M +$101K +3,822 +9%
BFS
186
Bard Financial Services
Connecticut
$1.25M +$207K +7,845 +20%
SG Americas Securities
187
SG Americas Securities
New York
$1.24M +$486K +18,427 +65%
RIM
188
Redwood Investment Management
Arizona
$1.23M +$1.23M +46,489 New
HighTower Advisors
189
HighTower Advisors
Illinois
$1.22M -$69.2K -2,626 -5%
IRC
190
Investors Research Corp
Georgia
$1.22M – – –
CIP
191
Convergence Investment Partners
Florida
$1.12M +$7.92K +300 +0.7%
DekaBank Deutsche Girozentrale
192
DekaBank Deutsche Girozentrale
Germany
$1.12M -$455K -17,228 -29%
Janus Henderson Group
193
Janus Henderson Group
United Kingdom
$1.11M -$2.41M -91,023 -69%
URS
194
Utah Retirement Systems
Utah
$1.05M -$16.6K -627 -2%
Truist Financial
195
Truist Financial
North Carolina
$1.01M -$7.38M -279,912 -88%
IVP
196
Intrinsic Value Partners
Arizona
$983K -$15.8K -597 -2%
ANTB
197
AMG National Trust Bank
Colorado
$934K +$103K +3,899 +12%
BCM
198
Bridgeway Capital Management
Texas
$906K – – –
BCA
199
Bay Colony Advisors
Massachusetts
$905K -$383K -12,312 -30%
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$902K -$52.1K -1,974 -5%
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