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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 %
US Bancorp
201
US Bancorp
Minnesota
$1.04M -$1.23K -37 -0.1%
AWS
202
AJ Wealth Strategies
New York
$1.04M +$225K +6,785 +28%
FFA
203
Farther Finance Advisors
California
$1.01M +$48K +1,447 +5%
SG Americas Securities
204
SG Americas Securities
New York
$1M +$493K +14,848 +97%
CC
205
Cipher Capital
New York
$998K +$998K +30,079 New
CB
206
Centennial Bank
Arkansas
$991K -$135K -4,080 -12%
Truist Financial
207
Truist Financial
North Carolina
$965K -$452K -13,612 -32%
Squarepoint
208
Squarepoint
New York
$931K -$3M -90,496 -76%
WSCM
209
Wellington Shields Capital Management
New York
$929K – – –
Natixis Advisors
210
Natixis Advisors
Massachusetts
$922K +$293K +8,817 +46%
RCM
211
Radnor Capital Management
Pennsylvania
$911K – – –
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$907K +$96.2K +2,900 +12%
Mirae Asset Global Investments
213
Mirae Asset Global Investments
South Korea
$871K +$871K +26,247 New
RWA
214
Redmont Wealth Advisors
Illinois
$868K +$68K +2,049 +9%
VOYA Investment Management
215
VOYA Investment Management
Georgia
$849K -$694K -20,916 -45%
BNP Paribas Financial Markets
216
BNP Paribas Financial Markets
France
$844K -$233K -7,037 -22%
PCM
217
Parsons Capital Management
Rhode Island
$821K – – –
X
218
Xponance
Pennsylvania
$807K -$21.9K -660 -3%
VPIM
219
Vanguard Personalized Indexing Management
California
$800K -$18.1K -547 -2%
EGM
220
Engineers Gate Manager
New York
$793K -$392K -11,828 -33%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$771K -$13K -392 -2%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$770K -$6.31M -190,180 -89%
SOADOR
223
State of Alaska Department of Revenue
Alaska
$767K -$58.6K -1,767 -7%
API
224
Advisor Partners II
California
$732K +$14.4K +433 +2%
CANY
225
Caxton Associates (New York)
New York
$728K +$120K +3,620 +20%
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