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Jefferies Financial Group
JEF

Overview Fund Activity

473 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, 192 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+40
Holders Change %
+9.24%
% of All Funds
8.31%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
79
Increased
120
Reduced
192
Closed
34
Calls
$25.4M
Puts
$48.6M
Net Calls
-$23.1M
Net Calls Change
-$10.2M

Top Buyers

1
SMFG
Sumitomo Mitsui Financial Group
Japan
$390M
2
LCG
Luxor Capital Group
New York
$25.8M
3
LSV Asset Management
LSV Asset Management
Illinois
$123M
4
AIM
Artemis Investment Management
United Kingdom
$50.6M
5
American Century Companies
American Century Companies
Missouri
$20.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$203M
2
BlackRock
BlackRock
New York
$657M
3
BAM
Burgundy Asset Management
Ontario, Canada
$127M
4
AllianceBernstein
AllianceBernstein
Tennessee
$88.2M
5
Renaissance Technologies
Renaissance Technologies
New York
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
351
GW & Wade
Massachusetts
$299K -$2.73K -77 -0.9%
LSPW
352
Lake Street Private Wealth
Illinois
$297K -$111K -3,138 -27%
ATC
353
Argent Trust Co
Tennessee
$296K +$296K +8,320 New
CT
354
Chicago Trust
Illinois
$294K -$140K -3,937 -32%
PFP
355
Pinnacle Financial Partners
Tennessee
$284K +$284K +8,007 New
CAN
356
Cetera Advisor Networks
California
$282K +$282K +7,933 New
CA
357
Crewe Advisors
Utah
$280K – – –
BTW
358
Boston Trust Walden
Massachusetts
$278K – – –
AF
359
Apexium Financial
Texas
$266K – – –
EDRIA
360
Edmonds Duncan Registered Investment Advisors
Kansas
$266K +$14.3K +403 +6%
SWM
361
Spire Wealth Management
Virginia
$264K -$14.9K -418 -5%
WANY
362
Wealthspire Advisors (New York)
New York
$257K +$257K +7,227 New
IAA
363
Independent Advisor Alliance
North Carolina
$257K +$257K +7,241 New
CIC
364
Carnegie Investment Counsel
Ohio
$249K – – –
VPIM
365
Vanguard Personalized Indexing Management
California
$244K +$23.1K +651 +10%
MAM
366
MMA Asset Management
Pennsylvania
$241K – – –
CCT
367
Country Club Trust
Missouri
$234K – – –
IRF
368
IBM Retirement Fund
New York
$229K – – –
Macquarie Group
369
Macquarie Group
Australia
$228K -$36K -1,013 -14%
PFG
370
PAX Financial Group
Texas
$228K +$228K +6,425 New
IA
371
Inspire Advisors
Idaho
$226K +$226K +6,372 New
CFG
372
Cooper Financial Group
California
$225K +$1.49K +42 +0.7%
SC
373
Searle & Co
Connecticut
$223K – – –
HSBC Holdings
374
HSBC Holdings
United Kingdom
$222K -$979K -27,288 -82%
IA
375
IFP Advisors
Florida
$222K -$261K -7,228 -54%
13 14
15
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