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Jefferies Financial Group

434 hedge funds and large institutions have $5.84B invested in Jefferies Financial Group in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 126 increasing their positions, 164 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $5.15B → $5.84B (+$692M)

0.03% less ownership

Funds ownership: 72.58%72.56% (-0.03%)

4% less funds holding

Funds holding: 450434 (-16)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

21% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 68

23% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $26.1M | Put options by funds: $39M

Holders
434
Holders Change
-16
Holders Change %
-3.56%
% of All Funds
7.55%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
54
Increased
126
Reduced
164
Closed
68
Calls
$26.1M
Puts
$39M
Net Calls
-$12.9M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
BS
251
Banco Santander
Spain
$837K +$78.5K +2,572 +11%
JMPWA
252
JP Morgan Private Wealth Advisors
California
$823K +$52.5K +1,722 +7%
Sumitomo Mitsui Trust Group
253
Sumitomo Mitsui Trust Group
Japan
$817K
X
254
Xponance
Pennsylvania
$814K +$77.8K +2,549 +11%
HighTower Advisors
255
HighTower Advisors
Illinois
$808K +$80.1K +2,627 +12%
CAM
256
Cubic Asset Management
Massachusetts
$807K
AP
257
Advisor Partners
California
$793K -$7.84K -257 -1%
HIIFS
258
Harel Insurance Investments & Financial Services
Israel
$781K
PP
259
Prudential plc
United Kingdom
$778K +$256K +8,381 +54%
CI Investments Inc
260
CI Investments Inc
Ontario, Canada
$752K +$625K +20,483 +812%
CGH
261
Crossmark Global Holdings
Texas
$751K -$45K -1,474 -6%
EWM
262
Evercore Wealth Management
New York
$747K
RIG
263
Roosevelt Investment Group
New York
$738K -$2.84K -93 -0.4%
Zurich Cantonal Bank
264
Zurich Cantonal Bank
Switzerland
$722K -$42.1K -1,381 -6%
HIM
265
Hillsdale Investment Management
Ontario, Canada
$718K -$38.3K -1,255 -5%
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$671K
WG
267
Winton Group
United Kingdom
$665K -$143K -4,689 -19%
SAM
268
Securian Asset Management
Minnesota
$629K -$23.1K -756 -4%
AC
269
Abbrea Capital
California
$628K
BS
270
Boenning & Scattergood
Pennsylvania
$601K
P
271
Pitcairn
Pennsylvania
$591K -$11.5K -378 -2%
MSRPS
272
Maryland State Retirement & Pension System
Maryland
$574K
BCI
273
Brinker Capital Investments
Pennsylvania
$567K -$1.16K -38 -0.2%
Wolverine Trading
274
Wolverine Trading
Illinois
$563K -$530K -17,366 -50%
Wellington Management Group
275
Wellington Management Group
Massachusetts
$554K +$517K +16,955 New