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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
TRCT
276
Tower Research Capital (TRC)
New York
$546K +$245K +8,020 +93%
SAM
277
Silvercrest Asset Management
New York
$545K -$22.2K -727 -4%
AAS
278
Avantax Advisory Services
Texas
$536K +$256K +8,389 +105%
CIA
279
Citadel Investment Advisory
Ohio
$533K
Luther King Capital Management (LKCM)
280
Luther King Capital Management (LKCM)
Texas
$520K
DIM
281
Delta Investment Management
California
$519K -$33.5K -1,099 -6%
JFGIW
282
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$518K +$484K +15,853 New
VAS
283
Vestmark Advisory Solutions
Massachusetts
$516K -$3.54K -116 -0.7%
MA
284
MYDA Advisors
New York
$513K -$3.35M -109,830 -88%
HA
285
Harbor Advisors
Florida
$513K
JIC
286
Joel Isaacson & Co
New York
$513K
TCM
287
Teza Capital Management
Illinois
$512K -$1.26M -41,265 -72%
PAMU
288
Pictet Asset Management (UK)
United Kingdom
$507K -$40.5K -1,328 -8%
MMG
289
Monetary Management Group
Missouri
$499K
OAM
290
Optimal Asset Management
California
$496K
ACI
291
AMP Capital Investors
Australia
$493K
CL
292
CPWM LLC
Washington
$479K -$433K -14,190 -49%
WS
293
Wedbush Securities
California
$479K
PAM
294
Panagora Asset Management
Massachusetts
$478K -$4.36K -143 -1%
Mariner
295
Mariner
Kansas
$471K +$71.4K +2,342 +19%
Bessemer Group
296
Bessemer Group
New Jersey
$462K
BDF
297
Balasa Dinverno & Foltz
$457K +$91K +2,982 +27%
I
298
INVST
Indiana
$447K -$24.2K -794 -5%
MFS
299
Mirabella Financial Services
United Kingdom
$441K +$411K +13,484 New
BHB
300
Bank Hapoalim BM
Israel
$438K +$408K +13,389 New