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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
LI
101
Lafayette Investments
Maryland
$7.01M -$4.25K -127 -0.1%
GC
102
Gillson Capital
Illinois
$6.86M +$6.46M +193,162 New
GF
103
Gabelli Funds
New York
$6.82M -$305K -9,100 -5%
Citigroup
104
Citigroup
New York
$6.67M -$2.1M -62,817 -25%
AB
105
Amalgamated Bank
New York
$6.61M -$554K -16,545 -8%
MOACM
106
Mutual of America Capital Management
New York
$6.47M -$97K -2,900 -2%
ECM
107
Elgethun Capital Management
South Dakota
$6.37M -$317K -9,483 -5%
Two Sigma Advisers
108
Two Sigma Advisers
New York
$6.08M -$12M -360,033 -68%
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$5.87M +$373K +11,146 +7%
LDB
110
Lee, Danner & Bass
Tennessee
$5.79M -$17.5K -523 -0.3%
Comerica Bank
111
Comerica Bank
Texas
$5.55M -$918K -27,421 -17%
IECM
112
Intrinsic Edge Capital Management
Illinois
$5.51M -$58.1K -1,735 -1%
CA
113
Capitolis Advisors
New York
$5.47M -$13M -388,586 -74%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$5.43M -$2.23M -66,590 -30%
TPSF
115
Texas Permanent School Fund
Texas
$5.43M -$101K -3,020 -2%
IWA
116
IBEX Wealth Advisors
New Jersey
$5.43M +$170K +5,080 +3%
KCM
117
Karp Capital Management
California
$5.43M +$499K +14,925 +11%
ZIM
118
Zacks Investment Management
Illinois
$5.31M +$5.01M +149,728 New
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.27M -$119K -3,562 -2%
CG
120
Colony Group
Massachusetts
$5.2M +$4.9M +146,354 New
BF
121
BOK Financial
Oklahoma
$5M +$4.71M +140,763 New
RJFSA
122
Raymond James Financial Services Advisors
Florida
$4.99M +$4.36M +130,443 +1,301%
ICM
123
Intrepid Capital Management
Florida
$4.98M -$517K -15,463 -10%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$4.96M +$42.4K +1,266 +0.9%
KS
125
Karpas Strategies
Connecticut
$4.95M – – –
3 4
5
6 7

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.