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Jefferies Financial Group
JEF

Overview Fund Activity

472 hedge funds and large institutions have $5.45B invested in Jefferies Financial Group in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 178 reducing their positions, and 90 closing their positions.

Holders
472
Holders Change
-33
Holders Change %
-6.53%
% of All Funds
7.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
63
Increased
163
Reduced
178
Closed
90
Calls
$11.8M
Puts
$51M
Net Calls
-$39.3M
Net Calls Change
-$44.7M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$109M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$235M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.4M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$61.4M
5
DSC
5
Donald Smith & Co
New York
$109M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$34M
2
AIM
2
Artemis Investment Management
United Kingdom
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$683M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$90.2M
5
CVA
5
Ceredex Value Advisors
Florida
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$683M 20,790,775 -1,313,585 -6%
BlackRock
2
BlackRock
New York
$607M 18,482,896 +233,844 +1%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$345M 10,500,000 – –
First Trust Advisors
4
First Trust Advisors
Illinois
$235M 7,152,883 +2,207,065 +45%
FPA
5
First Pacific Advisors
California
$189M 5,763,735 +9,200 +0.2%
State Street
6
State Street
Massachusetts
$189M 5,753,327 +52,336 +0.9%
AllianceBernstein
7
AllianceBernstein
Tennessee
$159M 4,833,750 +283,083 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$128M 3,908,007 +156,126 +4%
LSV Asset Management
9
LSV Asset Management
Illinois
$127M 3,856,733 +244,028 +7%
BAM
10
Burgundy Asset Management
Ontario, Canada
$113M 3,441,528 -22,370 -0.6%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$112M 3,394,283 -43,270 -1%
Charles Schwab
12
Charles Schwab
California
$109M 3,328,739 +2,223,630 +201%
DSC
13
Donald Smith & Co
New York
$109M 3,309,897 +502,508 +18%
Goldman Sachs
14
Goldman Sachs
New York
$92.6M 2,817,519 -442,373 -14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$90.2M 2,744,703 -1,072,379 -28%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$87.1M 2,652,486 +66 +0%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$71.8M 2,186,852 +34,445 +2%
Norges Bank
18
Norges Bank
Norway
$65.4M 1,991,899 -194,363 -9%
BMO
19
Beck Mack & Oliver
New York
$65.4M 1,989,710 -24,422 -1%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$64.4M 1,959,128 -38,127 -2%
AQR Capital Management
21
AQR Capital Management
Connecticut
$61.4M 1,869,441 +692,237 +59%
Northern Trust
22
Northern Trust
Illinois
$52.7M 1,603,110 -47,531 -3%
PMG
23
Private Management Group
California
$51.5M 1,568,000 +35,166 +2%
MHI
24
Miller Howard Investments
New York
$46.4M 1,412,789 -113,649 -7%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$45.4M 1,383,003 +1,333,903 +2,717%
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