Jefferies Financial Group
463 hedge funds and large institutions have $4.69B invested in Jefferies Financial Group in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 301 reducing their positions, and 59 closing their positions.
7% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 59
2% less funds holding
Funds holding: 471 → 463 (-8)
3.67% less ownership
Funds ownership: 69.37% → 65.7% (-3.7%)
7% less capital invested
Capital invested by funds: $5.06B → $4.69B (-$366M)
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
36% less call options, than puts
Call options by funds: $10.4M | Put options by funds: $16.3M
66% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 301
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$51.1M |
| 2 |
Millennium Management
New York
|
+$32.5M |
| 3 |
E
Ergoteles
New York
|
+$31.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.8M |
| 5 |
Barclays
London,
United Kingdom
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$179M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$112M |
| 3 |
BlackRock
New York
|
-$50.6M |
| 4 |
Goldman Sachs
New York
|
-$35.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.8M |
JEF Hedge Fund Activity: Q1 2023 in Review
463 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2023, worth a combined $4.69B — down 7.2% from $5.06B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of JEF and 55 opened new positions — a net loss of 4 holders — while 301 trimmed existing stakes and 102 added.
The largest buyer was Citadel Advisors, adding an estimated $51.1M. The largest seller was First Trust Advisors, cutting an estimated $179M.
- 463 institutional investors held Jefferies Financial Group (JEF) as of Q1 2023, down from 471 in Q4 2022.
- Funds reported $4.69B of Jefferies Financial Group stock for Q1 2023, down 7.2% quarter-over-quarter.
- 55 funds opened new Jefferies Financial Group positions in Q1 2023 and 59 closed out, a net change of -4 holders.
- The largest Jefferies Financial Group buyer in Q1 2023 was Citadel Advisors, an estimated $51.1M added.
- The largest Jefferies Financial Group seller in Q1 2023 was First Trust Advisors, an estimated $179M sold.
Based on aggregated 13F filings for Q1 2023.