Jefferies Financial Group
506 hedge funds and large institutions have $6.46B invested in Jefferies Financial Group in 2021 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 154 increasing their positions, 170 reducing their positions, and 56 closing their positions.
64% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 56
54% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $10.2M
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
7% more funds holding
Funds holding: 474 → 506 (+32)
2% more capital invested
Capital invested by funds: $6.34B → $6.46B (+$126M)
9% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 170
1.1% less ownership
Funds ownership: 72.3% → 71.2% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$87.6M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$37.4M |
| 3 |
BlackRock
New York
|
+$22.7M |
| 4 |
Man Group
London,
United Kingdom
|
+$20.3M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$89.4M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$42M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$33.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$32.5M |
| 5 |
LCG
Luxor Capital Group
New York
|
-$25.8M |
JEF Hedge Fund Activity: Q4 2021 in Review
506 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2021, worth a combined $6.46B — up 2% from $6.34B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new JEF positions and 56 closed out — a net gain of 36 holders — while 154 added to existing stakes and 170 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $87.6M. The largest seller was Goldman Sachs, cutting an estimated $89.4M.
- 506 institutional investors held Jefferies Financial Group (JEF) as of Q4 2021, up from 474 in Q3 2021.
- Funds reported $6.46B of Jefferies Financial Group stock for Q4 2021, up 2% quarter-over-quarter.
- 92 funds opened new Jefferies Financial Group positions in Q4 2021 and 56 closed out, a net change of +36 holders.
- The largest Jefferies Financial Group buyer in Q4 2021 was AllianceBernstein, an estimated $87.6M added.
- The largest Jefferies Financial Group seller in Q4 2021 was Goldman Sachs, an estimated $89.4M sold.
Based on aggregated 13F filings for Q4 2021.