We are live on ! Find out more
JEF icon

Jefferies Financial Group

434 hedge funds and large institutions have $5.84B invested in Jefferies Financial Group in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 126 increasing their positions, 164 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $5.15B → $5.84B (+$692M)

0.03% less ownership

Funds ownership: 72.58%72.56% (-0.03%)

4% less funds holding

Funds holding: 450434 (-16)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

21% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 68

23% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 164

33% less call options, than puts

Call options by funds: $26.1M | Put options by funds: $39M

Holders
434
Holders Change
-16
Holders Change %
-3.56%
% of All Funds
7.55%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
54
Increased
126
Reduced
164
Closed
68
Calls
$26.1M
Puts
$39M
Net Calls
-$12.9M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
201
Stifel Financial
Missouri
$1.46M -$19.1K -626 -1%
URS
202
Utah Retirement Systems
Utah
$1.46M +$3.2K +105 +0.2%
ERSOT
203
Employees Retirement System of Texas
Texas
$1.45M
NIPH
204
NN Investment Partners Holdings
Netherlands
$1.44M
NMERB
205
New Mexico Educational Retirement Board
New Mexico
$1.44M +$134K +4,393 +11%
SP
206
Symmetry Partners
Connecticut
$1.43M +$830K +27,200 +164%
ANTB
207
AMG National Trust Bank
Colorado
$1.43M +$34.1K +1,118 +3%
SIAG
208
Safeguard Investment Advisory Group
California
$1.4M -$205K -6,722 -14%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$1.35M +$74.4K +2,440 +6%
SI
210
Stephens Inc
Arkansas
$1.33M +$16.7K +548 +1%
DT
211
Diversified Trust
Tennessee
$1.31M +$770K +25,247 +169%
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M -$15.7K -516 -1%
MNG
213
Manning & Napier Group
New York
$1.28M
Aberdeen Group
214
Aberdeen Group
United Kingdom
$1.26M -$16.3K -534 -1%
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$1.26M +$489K +16,016 +71%
Franklin Resources
216
Franklin Resources
California
$1.25M +$212K +6,944 +22%
Handelsbanken Fonder
217
Handelsbanken Fonder
Sweden
$1.24M -$63.8K -2,092 -5%
US Bancorp
218
US Bancorp
Minnesota
$1.21M +$793 +26 +0.1%
CANY
219
Caxton Associates (New York)
New York
$1.19M +$179K +5,867 +19%
TRSOTSOK
220
Teachers Retirement System of the State of Kentucky
Kentucky
$1.15M
KWILP
221
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.14M +$1.07M +34,940 New
NMIMC
222
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M -$14.7K -481 -1%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$1.11M +$1.01M +33,054 New
ProShare Advisors
224
ProShare Advisors
Maryland
$1.1M +$512K +16,791 +99%
GCP
225
GSA Capital Partners
United Kingdom
$1.1M +$465K +15,258 +83%