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Jefferies Financial Group
JEF

Overview Fund Activity

427 hedge funds and large institutions have $4.5B invested in Jefferies Financial Group in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 133 increasing their positions, 161 reducing their positions, and 70 closing their positions.

Holders
427
Holders Change
-34
Holders Change %
-7.38%
% of All Funds
6.74%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
39
Increased
133
Reduced
161
Closed
70
Calls
$8.8M
Puts
$10.6M
Net Calls
-$1.77M
Net Calls Change
+$4.1M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$33.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$87.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$686M
4
Millennium Management
4
Millennium Management
New York
$57.8M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$20.6M

Top Sellers

1
SMFG
1
Sumitomo Mitsui Financial Group
Japan
$0
2
WCM
2
Wedge Capital Management
North Carolina
$2.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.48M
4
E
4
Ergoteles
New York
$1.58M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$686M 20,672,045 +651,352 +3%
BlackRock
2
BlackRock
New York
$586M 17,652,170 -171,653 -1%
FPA
3
First Pacific Advisors
California
$183M 5,512,011 -91,690 -2%
State Street
4
State Street
Massachusetts
$181M 5,458,431 -190,093 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$143M 4,311,211 +13,743 +0.3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$121M 3,662,284 +382,838 +12%
LSV Asset Management
7
LSV Asset Management
Illinois
$120M 3,606,378 -137,400 -4%
DSC
8
Donald Smith & Co
New York
$99.8M 3,008,841 -2,732 -0.1%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$98.8M 2,977,259 -39,666 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$93M 2,804,686 +167,867 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$87.8M 2,646,527 +937,283 +55%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$85.7M 2,583,586 +117,107 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$80.5M 2,426,491 -70,856 -3%
Norges Bank
14
Norges Bank
Norway
$69.2M 2,086,265 +49,345 +2%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$67.9M 2,046,819 +23,910 +1%
Northern Trust
16
Northern Trust
Illinois
$63.2M 1,904,276 +76,724 +4%
BMO
17
Beck Mack & Oliver
New York
$61.3M 1,847,368 -53,635 -3%
Millennium Management
18
Millennium Management
New York
$57.8M 1,741,881 +633,800 +57%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$49.1M 1,481,744 +230,213 +18%
PMG
20
Private Management Group
California
$48M 1,445,791 -7,693 -0.5%
MHI
21
Miller Howard Investments
New York
$47.4M 1,427,688 +3,135 +0.2%
Morgan Stanley
22
Morgan Stanley
New York
$42.5M 1,282,250 -326,344 -20%
MCM
23
Moerus Capital Management
New York
$41.1M 1,237,855 +15,137 +1%
Charles Schwab
24
Charles Schwab
California
$40.9M 1,232,330 +38,935 +3%
CVA
25
Ceredex Value Advisors
Florida
$39.7M 1,198,150 +547,650 +84%
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