Jefferies Financial Group
450 hedge funds and large institutions have $5.15B invested in Jefferies Financial Group in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 40 closing their positions.
496% more call options, than puts
Call options by funds: $188M | Put options by funds: $31.5M
130% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 40
23% more capital invested
Capital invested by funds: $4.18B → $5.15B (+$962M)
13% more funds holding
Funds holding: 400 → 450 (+50)
2.9% more ownership
Funds ownership: 69.69% → 72.58% (+2.9%)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
18% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$173M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.8M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$54.7M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$45.8M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$43.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$301M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$199M |
| 3 |
Millennium Management
New York
|
-$30.4M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$28.7M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$27.1M |
JEF Hedge Fund Activity: Q1 2021 in Review
450 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2021, worth a combined $5.15B — up 23% from $4.18B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new JEF positions and 40 closed out — a net gain of 52 holders — while 131 added to existing stakes and 159 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $173M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $301M sold.
- 450 institutional investors held Jefferies Financial Group (JEF) as of Q1 2021, up from 400 in Q4 2020.
- Funds reported $5.15B of Jefferies Financial Group stock for Q1 2021, up 23% quarter-over-quarter.
- 92 funds opened new Jefferies Financial Group positions in Q1 2021 and 40 closed out, a net change of +52 holders.
- The largest Jefferies Financial Group buyer in Q1 2021 was Goldman Sachs, an estimated $173M added.
- The largest Jefferies Financial Group seller in Q1 2021 was Baillie Gifford & Co, an estimated $301M sold.
Based on aggregated 13F filings for Q1 2021.