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Jefferies Financial Group
JEF

474 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, 193 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 34

9% more funds holding

Funds holding: 434 → 474 (+40)

9% more capital invested

Capital invested by funds: $5.84B → $6.34B (+$500M)

0.26% less ownership

Funds ownership: 72.56% → 72.3% (-0.26%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 193

48% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $48.6M

Holders
474
Holders Change
+40
Holders Change %
+9.22%
% of All Funds
8.3%
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
193
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
+$368M
2
LCG
Luxor Capital Group
New York
+$24.3M
3
LSV Asset Management
LSV Asset Management
Illinois
+$24.1M
4
AIM
Artemis Investment Management
United Kingdom
+$22.1M
5
American Century Companies
American Century Companies
Missouri
+$16.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$98.5M
2
BlackRock
BlackRock
New York
-$47.7M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$46.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$35.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$32.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$20.4M +$16.6M +496,942 +640%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$20M -$710K -21,228 -4%
Legal & General Group
53
Legal & General Group
United Kingdom
$19.9M +$173K +5,180 +0.9%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$18.8M -$341K -10,187 -2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$18.7M -$1.42M -42,314 -8%
PPA
56
Parametric Portfolio Associates
Washington
$18.4M -$2.01M -60,078 -10%
UBS AM
57
UBS AM
Illinois
$18.4M +$249K +7,452 +1%
HAI
58
Hennessy Advisors Inc
California
$17.6M -$1.04M -31,171 -6%
Swiss National Bank
59
Swiss National Bank
Switzerland
$17.2M -$161K -4,811 -1%
GCM
60
GoodHaven Capital Management
New Jersey
$16.8M +$21K +628 +0.1%
RR
61
Robotti Robert
$16.6M -$55.3K -1,652 -0.4%
First Manhattan
62
First Manhattan
New York
$15.6M -$290K -8,681 -2%
Renaissance Technologies
63
Renaissance Technologies
New York
$14.9M -$32.9M -981,985 -70%
EBSAM
64
Eubel Brady & Suttman Asset Management
Ohio
$14.8M -$7.2M -215,120 -34%
Ameriprise
65
Ameriprise
Minnesota
$14.4M -$3.49M -104,441 -20%
RPA
66
Rock Point Advisors
Vermont
$14.2M -$50.6K -1,512 -0.4%
AII
67
AGF Investments Inc
Ontario, Canada
$13.9M +$2.1M +62,760 +19%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$13.4M -$437K -13,063 -3%
IR
69
IAT Reinsurance
New York
$13.4M – – –
AIG
70
American International Group
New York
$12.6M -$525K -15,701 -4%
NW
71
NewEdge Wealth
Pennsylvania
$12.6M +$636K +19,017 +6%
Barclays
72
Barclays
United Kingdom
$12.3M -$1.45M -43,378 -11%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$12.3M +$1.81M +54,183 +19%
Victory Capital Management
74
Victory Capital Management
Texas
$11.8M +$8.89M +265,786 +397%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$11.4M -$453K -13,542 -4%
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3
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JEF Hedge Fund Activity: Q3 2021 in Review

474 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2021, worth a combined $6.34B — up 8.6% from $5.84B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new JEF positions and 34 closed out — a net gain of 45 holders — while 120 added to existing stakes and 193 trimmed.

The largest buyer was Sumitomo Mitsui Financial Group, opening a new position worth an estimated $368M. The largest seller was Goldman Sachs, cutting an estimated $98.5M.

  • 474 institutional investors held Jefferies Financial Group (JEF) as of Q3 2021, up from 434 in Q2 2021.
  • Funds reported $6.34B of Jefferies Financial Group stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 79 funds opened new Jefferies Financial Group positions in Q3 2021 and 34 closed out, a net change of +45 holders.
  • The largest Jefferies Financial Group buyer in Q3 2021 was Sumitomo Mitsui Financial Group, an estimated $368M added.
  • The largest Jefferies Financial Group seller in Q3 2021 was Goldman Sachs, an estimated $98.5M sold.

Based on aggregated 13F filings for Q3 2021.