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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
SOW
351
State of Wyoming
Wyoming
$112K +$104K +3,413 New
AA
352
Ancora Advisors
Ohio
$106K -$9.55K -313 -9%
DMBA
353
Deseret Mutual Benefit Administrators
Utah
$102K +$94.9K +3,111 New
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$98K +$3.84K +126 +4%
SIAP
355
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$94K
EBA
356
Eagle Bay Advisors
New York
$76K +$73.4K +2,406 New
LIM
357
Longfellow Investment Management
Massachusetts
$73K -$41.7K -1,366 -38%
S
358
SignatureFD
Georgia
$73K +$671 +22 +1%
CCM
359
Covington Capital Management
California
$66K
PCG
360
Private Capital Group
Connecticut
$65K -$4.21K -138 -6%
GWS
361
Glassman Wealth Services
Virginia
$63K
Lazard Asset Management
362
Lazard Asset Management
New York
$63K +$13.6K +445 +30%
AS
363
Altshuler Shaham
Israel
$63K +$58.8K +1,927 New
ASN
364
Advisory Services Network
Georgia
$59K +$55.2K +1,810 New
IFAM
365
Institutional & Family Asset Management
Colorado
$58K
HI
366
Harbour Investments
Wisconsin
$58K +$244 +8 +0.5%
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$54K -$9.58K -314 -16%
MAM
368
Meeder Asset Management
Ohio
$54K +$3.78K +124 +8%
SPIA
369
Steward Partners Investment Advisory
New York
$51K -$3.2K -105 -6%
PAI
370
Pittenger & Anderson Inc
Nebraska
$51K
ST
371
Sageworth Trust
Pennsylvania
$50K +$46.9K +1,538 New
AFG
372
Albion Financial Group
Utah
$43K +$40.2K +1,318 New
APA
373
American Portfolios Advisors
New York
$39.3K +$9.64K +316 +36%
HNB
374
Huntington National Bank
Ohio
$38K +$1.07K +35 +3%
AIM
375
Anchor Investment Management
South Carolina
$38K