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Jefferies Financial Group
JEF

Overview Fund Activity

461 hedge funds and large institutions have $4.69B invested in Jefferies Financial Group in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 140 increasing their positions, 173 reducing their positions, and 59 closing their positions.

Holders
461
Holders Change
-8
Holders Change %
-1.71%
% of All Funds
7.38%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
55
Increased
140
Reduced
173
Closed
59
Calls
$10.4M
Puts
$16.3M
Net Calls
-$5.87M
Net Calls Change
+$184K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$54.3M
2
Millennium Management
2
Millennium Management
New York
$35.2M
3
E
3
Ergoteles
New York
$27.7M
4
Barclays
4
Barclays
United Kingdom
$27.9M
5
CVA
5
Ceredex Value Advisors
Florida
$20.6M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$31.3M
2
Charles Schwab
2
Charles Schwab
California
$37.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$21.1M
4
PCI
4
Pacifica Capital Investments
Texas
$6.42M
5
BlackRock
5
BlackRock
New York
$566M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$635M 20,020,693 +143,618 +0.7%
BlackRock
2
BlackRock
New York
$566M 17,823,823 -554,629 -3%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$333M 10,500,000 – –
State Street
4
State Street
Massachusetts
$179M 5,648,524 +59,732 +1%
FPA
5
First Pacific Advisors
California
$178M 5,603,701 -97,467 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$136M 4,297,468 -40,487 -0.9%
LSV Asset Management
7
LSV Asset Management
Illinois
$119M 3,743,778 -154,932 -4%
AllianceBernstein
8
AllianceBernstein
Tennessee
$104M 3,279,446 +591,591 +22%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$95.8M 3,016,925 +558,249 +23%
DSC
10
Donald Smith & Co
New York
$95.6M 3,011,573 -160,713 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$83.7M 2,636,819 +37,883 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$79.3M 2,497,347 -28,827 -1%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$78.3M 2,466,479 +75,546 +3%
Norges Bank
14
Norges Bank
Norway
$64.7M 2,036,920 +45,610 +2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$64.2M 2,022,909 +60,890 +3%
BMO
16
Beck Mack & Oliver
New York
$60.3M 1,901,003 -23,664 -1%
Northern Trust
17
Northern Trust
Illinois
$58M 1,827,552 +114,481 +7%
Citadel Advisors
18
Citadel Advisors
Florida
$54.3M 1,709,244 +1,428,186 +508%
Morgan Stanley
19
Morgan Stanley
New York
$51.1M 1,608,594 +281,268 +21%
PMG
20
Private Management Group
California
$46.1M 1,453,484 -118,609 -8%
MHI
21
Miller Howard Investments
New York
$45.2M 1,424,553 +21,361 +2%
AQR Capital Management
22
AQR Capital Management
Connecticut
$40.3M 1,286,604 +52,079 +4%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$39.7M 1,251,531 +531,005 +74%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$39.6M 1,247,856 -421,415 -25%
MCM
25
Moerus Capital Management
New York
$38.8M 1,222,718 -81,836 -6%
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