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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
IA
301
IFP Advisors
Florida
$437K -$46.8K -1,535 -10%
PA
302
Profund Advisors
Maryland
$435K +$2.32K +76 +0.6%
HPC
303
HM Payson & Co
Maine
$433K -$54.2K -1,778 -12%
II
304
Inspire Investing
Idaho
$430K +$402K +13,164 New
DCM
305
Driehaus Capital Management
Illinois
$428K +$399K +13,075 New
AWS
306
AJ Wealth Strategies
New York
$421K +$393K +12,884 New
CT
307
Chicago Trust
Illinois
$399K +$48.3K +1,584 +15%
SCM
308
Shelton Capital Management
Colorado
$392K
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$388K
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$381K +$356K +11,659 New
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
$377K +$351K +11,519 New
LSPW
312
Lake Street Private Wealth
Illinois
$372K
BRWA
313
B. Riley Wealth Advisors
Florida
$367K -$21.9K -718 -6%
GC
314
Globeflex Capital
California
$367K +$342K +11,213 New
William Blair & Company
315
William Blair & Company
Illinois
$364K -$25.7K -842 -7%
JCIA
316
Jackson Creek Investment Advisors
Colorado
$363K -$261K -8,561 -44%
WAM
317
World Asset Management
Michigan
$360K -$35.1K -1,149 -9%
AIL
318
AGF Investments LLC
Ontario, Canada
$352K -$2.62K -86 -0.8%
MAP
319
Moody Aldrich Partners
Massachusetts
$341K -$4.64K -152 -1%
RJFSA
320
Raymond James Financial Services Advisors
Florida
$328K +$20K +657 +7%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$321K +$397 +13 +0.1%
SPC
322
Sigma Planning Corp
Michigan
$306K +$286K +9,373 New
GW
323
GW & Wade
Massachusetts
$278K -$127K -4,178 -33%
Fidelity Investments
324
Fidelity Investments
Massachusetts
$277K -$14.3M -467,132 -98%
Group One Trading
325
Group One Trading
Illinois
$271K -$805K -26,396 -76%