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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
GWM
376
Geneos Wealth Management
Colorado
$35K +$33.8K +1,109 New
EP
377
Elkhorn Partners
Nebraska
$32K -$14.3K -470 -32%
POIA
378
Pin Oak Investment Advisors
Texas
$31K
Bank Julius Baer & Co
379
Bank Julius Baer & Co
Switzerland
$31K +$366 +12 +1%
HWA
380
HHM Wealth Advisors
Tennessee
$31K +$9.55K +313 +50%
MCM
381
Manchester Capital Management
Vermont
$28K
IUHSA
382
Itau Unibanco Holding S.A.
Brazil
$24K +$22.6K +740 New
CFA
383
Carroll Financial Associates
North Carolina
$21K
HCM
384
Highlander Capital Management
New Jersey
$21K
PA
385
Parallel Advisors
California
$21K +$1.98K +65 +11%
CTC
386
Central Trust Company
Missouri
$20K -$3.17K -104 -15%
FPS
387
Fieldpoint Private Securities
Connecticut
$19K
IAS
388
IMA Advisory Services
Colorado
$19K
TCM
389
Tradewinds Capital Management
Washington
$19K
NSIM
390
North Star Investment Management
Illinois
$17K
QCG
391
Quadrant Capital Group
Ohio
$17K +$488 +16 +3%
LB
392
Legacy Bridge
Iowa
$15K
IPW
393
IronBridge Private Wealth
Texas
$15K +$92 +3 +0.7%
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$13K
AIG
395
American International Group
New York
$12.2K -$370K -12,115 -3%
BFEC
396
Benjamin F. Edwards & Company
Missouri
$12K
PCM
397
Peregrine Capital Management
Minnesota
$12K
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
$11K -$13.1K -431 -56%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$11K
TCOV
400
Trust Company of Vermont
Vermont
$11K