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Jefferies Financial Group
JEF

400 hedge funds and large institutions have $4.18B invested in Jefferies Financial Group in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 99 increasing their positions, 153 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 32

59% more call options, than puts

Call options by funds: $8.49M | Put options by funds: $5.34M

27% more capital invested

Capital invested by funds: $3.3B → $4.18B (+$880M)

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

11% more funds holding

Funds holding: 361 → 400 (+39)

4.48% less ownership

Funds ownership: 74.17% → 69.69% (-4.5%)

35% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 153

Holders
400
Holders Change
+39
Holders Change %
+10.8%
% of All Funds
7.08%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
74
Increased
99
Reduced
153
Closed
32
Calls
$8.49M
Puts
$5.34M
Net Calls
+$3.16M
Net Calls Change
+$4.02M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
+$34.7M
2
Millennium Management
Millennium Management
New York
+$32.5M
3
Goldman Sachs
Goldman Sachs
New York
+$19.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$12.4M
5
AIM
Artemis Investment Management
United Kingdom
+$12.3M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$113M
2
AL
AJO LP
Pennsylvania
-$73.2M
3
FPA
First Pacific Advisors
California
-$68.5M
4
MCM
Mason Capital Management
New York
-$64.6M
5
Canada Life
Canada Life
Manitoba, Canada
-$29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$509M +$5.59M +266,225 +1%
BlackRock
2
BlackRock
New York
$430M -$15.7M -749,484 -4%
FPA
3
First Pacific Advisors
California
$347M -$68.5M -3,262,837 -18%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$301M -$7.66M -365,236 -3%
BAM
5
Burgundy Asset Management
Ontario, Canada
$142M +$4.74M +225,775 +4%
State Street
6
State Street
Massachusetts
$124M -$778K -37,081 -0.7%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$111M -$113M -5,403,081 -53%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$94.8M +$4.39M +208,982 +5%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$94.5M +$151K +7,217 +0.2%
DSC
10
Donald Smith & Co
New York
$85.8M -$1.09M -52,062 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$70M +$311K +14,844 +0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$69.4M +$889K +42,358 +1%
Norges Bank
13
Norges Bank
Norway
$69.2M +$1.8M +85,652 +3%
Goldman Sachs
14
Goldman Sachs
New York
$68.3M +$19.6M +931,922 +47%
BMO
15
Beck Mack & Oliver
New York
$59.4M -$1.25M -59,779 -2%
First Trust Advisors
16
First Trust Advisors
Illinois
$50.9M -$949K -45,243 -2%
Northern Trust
17
Northern Trust
Illinois
$48.2M -$3.14M -149,865 -7%
JP Morgan Chase
18
JP Morgan Chase
New York
$46M -$501K -23,869 -1%
Millennium Management
19
Millennium Management
New York
$42.2M +$32.5M +1,549,320 +627%
PMG
20
Private Management Group
California
$42.2M -$738K -35,147 -2%
CVA
21
Ceredex Value Advisors
Florida
$38.9M +$34.7M +1,653,348 New
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$37.1M +$4.76M +226,628 +17%
Charles Schwab
23
Charles Schwab
California
$37M +$8.09M +385,540 +32%
MCM
24
Moerus Capital Management
New York
$36.9M -$11.3M -537,572 -26%
Canada Life
25
Canada Life
Manitoba, Canada
$26.8M -$29M -1,381,574 -55%
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JEF Hedge Fund Activity: Q4 2020 in Review

400 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2020, worth a combined $4.18B — up 27% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new JEF positions and 32 closed out — a net gain of 42 holders — while 99 added to existing stakes and 153 trimmed.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $34.7M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $113M.

  • 400 institutional investors held Jefferies Financial Group (JEF) as of Q4 2020, up from 361 in Q3 2020.
  • Funds reported $4.18B of Jefferies Financial Group stock for Q4 2020, up 27% quarter-over-quarter.
  • 74 funds opened new Jefferies Financial Group positions in Q4 2020 and 32 closed out, a net change of +42 holders.
  • The largest Jefferies Financial Group buyer in Q4 2020 was Ceredex Value Advisors, an estimated $34.7M added.
  • The largest Jefferies Financial Group seller in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2020.