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Jefferies Financial Group

471 hedge funds and large institutions have $5.06B invested in Jefferies Financial Group in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 137 increasing their positions, 169 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 26

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more capital invested

Capital invested by funds: $4.52B → $5.06B (+$538M)

11% more funds holding

Funds holding: 424471 (+47)

0.42% more ownership

Funds ownership: 68.95%69.37% (+0.42%)

19% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 169

30% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $20.2M

Holders
471
Holders Change
+47
Holders Change %
+11.08%
% 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
82
Increased
137
Reduced
169
Closed
26
Calls
$14.1M
Puts
$20.2M
Net Calls
-$6.05M
Net Calls Change
+$969K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$681M +$2.43M +73,064 +0.4%
BlackRock
2
BlackRock
New York
$630M +$16.1M +483,885 +3%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$360M
FPA
4
First Pacific Advisors
California
$195M -$1.51M -45,302 -0.8%
First Trust Advisors
5
First Trust Advisors
Illinois
$195M -$19.8M -596,938 -9%
State Street
6
State Street
Massachusetts
$192M -$1.96M -59,049 -1%
Charles Schwab
7
Charles Schwab
California
$141M +$11.3M +340,769 +9%
LSV Asset Management
8
LSV Asset Management
Illinois
$134M +$400K +12,029 +0.3%
DSC
9
Donald Smith & Co
New York
$109M -$4.97M -149,581 -4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$92.1M +$20.2M +606,927 +28%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$89.1M +$1.25M +37,622 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$86.6M -$1.52M -45,631 -2%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$84.3M -$11M -329,774 -11%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$82M +$1.78M +53,620 +2%
Norges Bank
15
Norges Bank
Norway
$68.3M +$2.77M +83,423 +4%
JP Morgan Chase
16
JP Morgan Chase
New York
$67.3M +$2.41M +72,560 +4%
BMO
17
Beck Mack & Oliver
New York
$66M -$1.07M -32,064 -2%
Northern Trust
18
Northern Trust
Illinois
$58.7M +$7.33M +220,726 +14%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$57.2M +$3.74M +112,452 +7%
PMG
20
Private Management Group
California
$53.9M -$987K -29,708 -2%
Goldman Sachs
21
Goldman Sachs
New York
$53.6M -$11.6M -347,591 -18%
MHI
22
Miller Howard Investments
New York
$48.1M -$374K -11,245 -0.8%
Morgan Stanley
23
Morgan Stanley
New York
$45.5M +$9.61M +289,304 +26%
MCM
24
Moerus Capital Management
New York
$44.7M +$5.99M +180,352 +15%
AQR Capital Management
25
AQR Capital Management
Connecticut
$41.9M -$5.82M -175,092 -12%

JEF Hedge Fund Activity: Q4 2022 in Review

471 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2022, worth a combined $5.06B — up 12% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JEF positions and 26 closed out — a net gain of 56 holders — while 137 added to existing stakes and 169 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $20.2M. The largest seller was Burgundy Asset Management, cutting an estimated $34M.

  • 471 institutional investors held Jefferies Financial Group (JEF) as of Q4 2022, up from 424 in Q3 2022.
  • Funds reported $5.06B of Jefferies Financial Group stock for Q4 2022, up 12% quarter-over-quarter.
  • 82 funds opened new Jefferies Financial Group positions in Q4 2022 and 26 closed out, a net change of +56 holders.
  • The largest Jefferies Financial Group buyer in Q4 2022 was AllianceBernstein, an estimated $20.2M added.
  • The largest Jefferies Financial Group seller in Q4 2022 was Burgundy Asset Management, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2022.