We are live on ! Find out more
JEF icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$584M -$18.7M -616,483 -3%
BlackRock
2
BlackRock
New York
$529M -$8.53M -281,788 -1%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$310M
First Trust Advisors
4
First Trust Advisors
Illinois
$184M -$35.5M -1,174,339 -15%
FPA
5
First Pacific Advisors
California
$169M -$828K -27,371 -0.5%
State Street
6
State Street
Massachusetts
$167M -$3.81M -126,032 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$124M +$1.61M +53,256 +1%
LSV Asset Management
8
LSV Asset Management
Illinois
$115M +$313K +10,356 +0.3%
Charles Schwab
9
Charles Schwab
California
$112M +$8.88M +293,434 +8%
DSC
10
Donald Smith & Co
New York
$97.8M -$353K -11,667 -0.3%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$81.8M -$1.47M -48,548 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$75.8M -$2.65M -87,445 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$75.6M -$3.72M -122,921 -4%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$69M -$3.97M -131,253 -5%
AllianceBernstein
15
AllianceBernstein
Tennessee
$62.2M -$35.6M -1,177,813 -35%
BAM
16
Burgundy Asset Management
Ontario, Canada
$59.5M -$54.1M -1,786,868 -46%
BMO
17
Beck Mack & Oliver
New York
$57.7M -$684K -22,612 -1%
Norges Bank
18
Norges Bank
Norway
$56.4M +$1.69M +55,838 +3%
Goldman Sachs
19
Goldman Sachs
New York
$55.9M -$6.84M -225,892 -10%
JP Morgan Chase
20
JP Morgan Chase
New York
$55.8M -$3.4M -112,486 -5%
PMG
21
Private Management Group
California
$47.2M -$20.6K -679 -0%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$46.1M +$11.9M +391,593 +32%
Northern Trust
23
Northern Trust
Illinois
$44.3M -$1.6M -52,898 -3%
MHI
24
Miller Howard Investments
New York
$41.7M +$183K +6,059 +0.4%
AQR Capital Management
25
AQR Capital Management
Connecticut
$41.4M -$13.6M -448,744 -23%