Jefferies Financial Group
433 hedge funds and large institutions have $5.85B invested in Jefferies Financial Group in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 163 reducing their positions, and 70 closing their positions.
13% more capital invested
Capital invested by funds: $5.16B → $5.85B (+$694M)
0.03% less ownership
Funds ownership: 72.59% → 72.56% (-0.03%)
4% less funds holding
Funds holding: 451 → 433 (-18)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
22% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 163
23% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 70
33% less call options, than puts
Call options by funds: $26.1M | Put options by funds: $39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$97M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$45.8M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$32.7M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$28.6M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$37.4M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$33.6M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$26.1M |
| 4 |
Citigroup
New York
|
-$24M |
| 5 |
Two Sigma Investments
New York
|
-$22.1M |
JEF Hedge Fund Activity: Q2 2021 in Review
433 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2021, worth a combined $5.85B — up 13% from $5.16B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of JEF and 54 opened new positions — a net loss of 16 holders — while 163 trimmed existing stakes and 127 added.
The largest buyer was AllianceBernstein, adding an estimated $97M. The largest seller was Morgan Stanley, cutting an estimated $37.4M.
- 433 institutional investors held Jefferies Financial Group (JEF) as of Q2 2021, down from 451 in Q1 2021.
- Funds reported $5.85B of Jefferies Financial Group stock for Q2 2021, up 13% quarter-over-quarter.
- 54 funds opened new Jefferies Financial Group positions in Q2 2021 and 70 closed out, a net change of -16 holders.
- The largest Jefferies Financial Group buyer in Q2 2021 was AllianceBernstein, an estimated $97M added.
- The largest Jefferies Financial Group seller in Q2 2021 was Morgan Stanley, an estimated $37.4M sold.
Based on aggregated 13F filings for Q2 2021.