Jefferies Financial Group
474 hedge funds and large institutions have $6.34B invested in Jefferies Financial Group in 2021 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 120 increasing their positions, 193 reducing their positions, and 34 closing their positions.
132% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 34
9% more funds holding
Funds holding: 434 → 474 (+40)
9% more capital invested
Capital invested by funds: $5.84B → $6.34B (+$500M)
0.26% less ownership
Funds ownership: 72.56% → 72.3% (-0.26%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
38% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 193
48% less call options, than puts
Call options by funds: $25.4M | Put options by funds: $48.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
+$368M |
| 2 |
LCG
Luxor Capital Group
New York
|
+$24.3M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$24.1M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$22.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$98.5M |
| 2 |
BlackRock
New York
|
-$47.7M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$46.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$35.2M |
| 5 |
Renaissance Technologies
New York
|
-$32.9M |
JEF Hedge Fund Activity: Q3 2021 in Review
474 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2021, worth a combined $6.34B — up 8.6% from $5.84B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new JEF positions and 34 closed out — a net gain of 45 holders — while 120 added to existing stakes and 193 trimmed.
The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $368M. The largest seller was Goldman Sachs, cutting an estimated $98.5M.
- 474 institutional investors held Jefferies Financial Group (JEF) as of Q3 2021, up from 434 in Q2 2021.
- Funds reported $6.34B of Jefferies Financial Group stock for Q3 2021, up 8.6% quarter-over-quarter.
- 79 funds opened new Jefferies Financial Group positions in Q3 2021 and 34 closed out, a net change of +45 holders.
- The largest Jefferies Financial Group buyer in Q3 2021 was Sumitomo Mitsui Financial Group, an estimated $368M added.
- The largest Jefferies Financial Group seller in Q3 2021 was Goldman Sachs, an estimated $98.5M sold.
Based on aggregated 13F filings for Q3 2021.