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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
KPCM
401
Kings Point Capital Management
New York
$11K +$10K +328 New
CFD
402
Creative Financial Designs
Indiana
$10K
FHC
403
First Horizon Corporation
Tennessee
$10K
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$9K
PFBT
405
Parkside Financial Bank & Trust
Missouri
$8K
GRP
406
Global Retirement Partners
California
$7K -$16.3K -535 -71%
BWA
407
BDO Wealth Advisors
Florida
$7K
TFGT
408
TS Financial Group (TSFG)
Illinois
$7K
EARNEST Partners
409
EARNEST Partners
Georgia
$5K
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$5K
ZB
411
Zions Bancorporation
Utah
$4K -$61.5K -2,017 -95%
ACM
412
AUA Capital Management
Pennsylvania
$4K +$580 +19 +17%
FHA
413
First Horizon Advisors
Tennessee
$4K +$1.89K +62 +85%
WT
414
Washington Trust
Rhode Island
$4K +$4.15K +136 New
CWA
415
Clearview Wealth Advisors
Oregon
$3K
LC
416
Lindbrook Capital
California
$3K
TWM
417
Tradition Wealth Management
Minnesota
$3K +$2.71K +89 New
CP
418
Castleview Partners
Texas
$3K +$3.2K +105 New
Nisa Investment Advisors
419
Nisa Investment Advisors
Missouri
$2.6K -$453K -14,854 -16%
WAM
420
Wolverine Asset Management
Illinois
$2K -$163K -5,335 -99%
BWL
421
Bogart Wealth LLC
Virginia
$2K
CAM
422
ClariVest Asset Management
California
$2K
EFSCE
423
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
SCA
424
Stonebridge Capital Advisors
Minnesota
$2K
LF
425
Lee Financial
Texas
$2K +$1.89K +62 New