Jefferies Financial Group
473 hedge funds and large institutions have $5.46B invested in Jefferies Financial Group in 2022 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 163 increasing their positions, 179 reducing their positions, and 89 closing their positions.
0.75% more ownership
Funds ownership: 71.2% → 71.95% (+0.75%)
9% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 179
6% less funds holding
Funds holding: 505 → 473 (-32)
12% less funds holding in top 10
Funds holding in top 10: 17 → 15 (-2)
16% less capital invested
Capital invested by funds: $6.48B → $5.46B (-$1.02B)
29% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 89
77% less call options, than puts
Call options by funds: $11.8M | Put options by funds: $51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$79M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$78.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$24.6M |
| 5 |
DSC
Donald Smith & Co
New York
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$71M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$65.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$46.7M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$38.1M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$21.7M |
JEF Hedge Fund Activity: Q1 2022 in Review
473 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2022, worth a combined $5.46B — down 16% from $6.48B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of JEF and 63 opened new positions — a net loss of 26 holders — while 179 trimmed existing stakes and 163 added.
The largest buyer was Charles Schwab, adding an estimated $79M. The largest seller was Arrowstreet Capital, cutting an estimated $71M.
- 473 institutional investors held Jefferies Financial Group (JEF) as of Q1 2022, down from 505 in Q4 2021.
- Funds reported $5.46B of Jefferies Financial Group stock for Q1 2022, down 16% quarter-over-quarter.
- 63 funds opened new Jefferies Financial Group positions in Q1 2022 and 89 closed out, a net change of -26 holders.
- The largest Jefferies Financial Group buyer in Q1 2022 was Charles Schwab, an estimated $79M added.
- The largest Jefferies Financial Group seller in Q1 2022 was Arrowstreet Capital, an estimated $71M sold.
Based on aggregated 13F filings for Q1 2022.