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Jefferies Financial Group

424 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

4% more capital invested

Capital invested by funds: $4.35B → $4.52B (+$168M)

2% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 49

0.21% more ownership

Funds ownership: 68.74%68.95% (+0.21%)

1% less funds holding

Funds holding: 427424 (-3)

32% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 173

38% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $18.7M

Holders
424
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
7.3%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.28%
New
50
Increased
117
Reduced
173
Closed
49
Calls
$11.7M
Puts
$18.7M
Net Calls
-$7.02M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
201
Hartford Investment Management Co (HIMCO)
Connecticut
$1.15M +$268K +8,857 +28%
Walleye Capital
202
Walleye Capital
New York
$1.14M +$528K +17,437 +76%
SO
203
STRS Ohio
Ohio
$1.13M -$704K -23,260 -37%
URS
204
Utah Retirement Systems
Utah
$1.07M -$47.5K -1,569 -4%
IVP
205
Intrinsic Value Partners
Arizona
$1.05M
ANTB
206
AMG National Trust Bank
Colorado
$1M +$6.78K +224 +0.6%
HWAM
207
Hennion & Walsh Asset Management
New Jersey
$972K +$16.4K +543 +2%
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$969K +$5.51K +182 +0.5%
BCM
209
Bridgeway Capital Management
Texas
$968K
RCAG
210
Rehmann Capital Advisory Group
Michigan
$959K +$3.36K +111 +0.3%
M&T Bank
211
M&T Bank
New York
$926K +$634K +20,942 +176%
SW
212
SteelPeak Wealth
California
$922K -$13.9K -460 -1%
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
$903K +$969K +32,026 New
NMERB
214
New Mexico Educational Retirement Board
New Mexico
$888K
YIH
215
Y-Intercept (HK)
Hong Kong
$885K +$950K +31,389 New
VFO
216
Virtus Family Office
Texas
$882K +$947K +31,276 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
217
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$875K -$1.15M -38,130 -55%
XT
218
XTX Topco
Cayman Islands
$870K +$658K +21,733 +239%
WIS
219
Wright Investors Service
Connecticut
$865K +$234K +7,726 +34%
Federated Hermes
220
Federated Hermes
Pennsylvania
$856K -$88K -2,908 -9%
WBC
221
Westpac Banking Corp
Australia
$847K -$99.2K -3,277 -10%
LPL Financial
222
LPL Financial
California
$847K +$55.8K +1,842 +7%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$829K +$125K +4,115 +16%
WSCM
224
Wellington Shields Capital Management
New York
$826K
BCA
225
Bay Colony Advisors
Massachusetts
$820K