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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 %
HWAM
201
Hennion & Walsh Asset Management
New Jersey
$896K +$194K +7,358 +28%
RCAG
202
Rehmann Capital Advisory Group
Michigan
$895K -$23.5K -891 -3%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$886K -$1.74K -66 -0.2%
Group One Trading
204
Group One Trading
Illinois
$880K +$880K +33,333 New
WBC
205
Westpac Banking Corp
Australia
$880K -$9.24K -350 -1%
Federated Hermes
206
Federated Hermes
Pennsylvania
$878K -$186K -7,043 -17%
Squarepoint
207
Squarepoint
New York
$876K -$3.02M -114,359 -78%
SW
208
SteelPeak Wealth
California
$875K -$1.29M -48,921 -60%
Aviva
209
Aviva
United Kingdom
$870K +$870K +32,929 New
JAM
210
Jupiter Asset Management
United Kingdom
$852K +$852K +32,244 New
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$849K -$340K -12,887 -29%
HIMCH
212
Hartford Investment Management Co (HIMCO)
Connecticut
$846K – – –
NMERB
213
New Mexico Educational Retirement Board
New Mexico
$831K -$329K -12,447 -28%
Neuberger Berman Group
214
Neuberger Berman Group
New York
$796K +$60.6K +2,295 +8%
EP
215
Edgestream Partners
New Jersey
$794K -$429K -16,234 -35%
WSCM
216
Wellington Shields Capital Management
New York
$773K – – –
RCM
217
Radnor Capital Management
Pennsylvania
$762K – – –
SOADOR
218
State of Alaska Department of Revenue
Alaska
$761K +$9.78K +371 +1%
LPL Financial
219
LPL Financial
California
$745K -$60.2K -2,280 -7%
TRCT
220
Tower Research Capital (TRC)
New York
$730K -$296K -11,222 -29%
JPMPWA
221
J.P. Morgan Private Wealth Advisors
California
$718K -$55.8K -2,112 -7%
US Bancorp
222
US Bancorp
Minnesota
$703K +$31K +1,173 +5%
IA
223
IFP Advisors
Florida
$688K – – –
PCM
224
Parsons Capital Management
Rhode Island
$683K – – –
Walleye Trading
225
Walleye Trading
New York
$683K +$683K +25,872 New
7 8
9
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