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Jefferies Financial Group
JEF

Overview Fund Activity

469 hedge funds and large institutions have $5.05B invested in Jefferies Financial Group in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 137 increasing their positions, 169 reducing their positions, and 26 closing their positions.

Holders
469
Holders Change
+46
Holders Change %
+10.87%
% of All Funds
7.57%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
81
Increased
137
Reduced
169
Closed
26
Calls
$14.1M
Puts
$20.2M
Net Calls
-$6.05M
Net Calls Change
+$969K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$92.1M
2
BlackRock
2
BlackRock
New York
$630M
3
AM
3
AGF Management
Ontario, Canada
$12.9M
4
Charles Schwab
4
Charles Schwab
California
$141M
5
Morgan Stanley
5
Morgan Stanley
New York
$45.5M

Top Sellers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$35.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$195M
3
Millennium Management
3
Millennium Management
New York
$6.83M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$6.04M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$681M 19,877,075 +69,851 +0.4%
BlackRock
2
BlackRock
New York
$630M 18,378,452 +462,605 +3%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$360M 10,500,000 – –
FPA
4
First Pacific Advisors
California
$195M 5,701,168 -43,310 -0.8%
First Trust Advisors
5
First Trust Advisors
Illinois
$195M 5,675,907 -570,687 -9%
State Street
6
State Street
Massachusetts
$192M 5,588,792 -56,452 -1%
Charles Schwab
7
Charles Schwab
California
$141M 4,113,544 +325,783 +9%
LSV Asset Management
8
LSV Asset Management
Illinois
$134M 3,898,710 +11,500 +0.3%
DSC
9
Donald Smith & Co
New York
$109M 3,172,286 -143,003 -4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$92.1M 2,687,855 +580,236 +28%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$89.1M 2,598,936 +35,968 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$86.6M 2,526,174 -43,624 -2%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$84.3M 2,458,676 -315,271 -11%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$82M 2,390,933 +51,262 +2%
Norges Bank
15
Norges Bank
Norway
$68.3M 1,991,310 +79,755 +4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$67.3M 1,962,019 +69,369 +4%
BMO
17
Beck Mack & Oliver
New York
$66M 1,924,667 -30,654 -2%
Northern Trust
18
Northern Trust
Illinois
$58.7M 1,713,071 +211,019 +14%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$57.2M 1,669,271 +107,507 +7%
PMG
20
Private Management Group
California
$53.9M 1,572,093 -28,401 -2%
Goldman Sachs
21
Goldman Sachs
New York
$53.6M 1,563,979 -332,305 -18%
MHI
22
Miller Howard Investments
New York
$48.1M 1,403,192 -10,751 -0.8%
Morgan Stanley
23
Morgan Stanley
New York
$45.5M 1,327,326 +276,581 +26%
MCM
24
Moerus Capital Management
New York
$44.7M 1,304,554 +172,421 +15%
AQR Capital Management
25
AQR Capital Management
Connecticut
$41.9M 1,234,525 -167,392 -12%
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