Jefferies Financial Group
JEF
426 hedge funds and large institutions have $4.35B invested in Jefferies Financial Group in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 146 increasing their positions, 167 reducing their positions, and 71 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
3.07% less ownership
Funds ownership: 68.78% → 65.71% (-3.1%)
10% less funds holding
Funds holding: 473 → 426 (-47)
13% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 167
54% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 71
59% less capital inflows, than outflows
Capital inflows: $156M | Capital outflows: $383M
69% less call options, than puts
Call options by funds: $9.08M | Put options by funds: $29.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.7M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$9.18M |
| 3 |
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$8.72M |
| 4 |
Moerus Capital Management
New York
|
+$8.69M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$49.5M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$25.6M |
| 3 |
Goldman Sachs
New York
|
-$21.8M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$17.7M |
| 5 |
BAMCO Inc
New York
|
-$16.2M |
JEF Hedge Fund Activity: Q2 2022 in Review
426 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2022, worth a combined $4.35B — down 20% from $5.46B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of JEF and 33 opened new positions — a net loss of 38 holders — while 167 trimmed existing stakes and 146 added.
The largest buyer was Morgan Stanley, adding an estimated $9.7M. The largest seller was AllianceBernstein, cutting an estimated $49.5M.
- 426 institutional investors held Jefferies Financial Group (JEF) as of Q2 2022, down from 473 in Q1 2022.
- Funds reported $4.35B of Jefferies Financial Group stock for Q2 2022, down 20% quarter-over-quarter.
- 33 funds opened new Jefferies Financial Group positions in Q2 2022 and 71 closed out, a net change of -38 holders.
- The largest Jefferies Financial Group buyer in Q2 2022 was Morgan Stanley, an estimated $9.7M added.
- The largest Jefferies Financial Group seller in Q2 2022 was AllianceBernstein, an estimated $49.5M sold.
Based on aggregated 13F filings for Q2 2022.