Jefferies Financial Group
423 hedge funds and large institutions have $4.51B invested in Jefferies Financial Group in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 117 increasing their positions, 172 reducing their positions, and 49 closing their positions.
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
4% more capital invested
Capital invested by funds: $4.35B → $4.51B (+$163M)
2% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 49
0.09% more ownership
Funds ownership: 68.73% → 68.82% (+0.09%)
1% less funds holding
Funds holding: 426 → 423 (-3)
32% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 172
38% less call options, than puts
Call options by funds: $11.7M | Put options by funds: $18.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$20.5M |
| 2 |
HF
HRT Financial
New York
|
+$15M |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$13.7M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$13.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$54.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$35.6M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$35.5M |
| 4 |
AssetMark Inc
Concord,
California
|
-$30.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$18.7M |
JEF Hedge Fund Activity: Q3 2022 in Review
423 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2022, worth a combined $4.51B — up 3.7% from $4.35B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new JEF positions and 49 closed out — a net gain of 1 holder — while 117 added to existing stakes and 172 trimmed.
The largest buyer was Two Sigma Investments, adding an estimated $20.5M. The largest seller was Burgundy Asset Management, cutting an estimated $54.1M.
- 423 institutional investors held Jefferies Financial Group (JEF) as of Q3 2022, down from 426 in Q2 2022.
- Funds reported $4.51B of Jefferies Financial Group stock for Q3 2022, up 3.7% quarter-over-quarter.
- 50 funds opened new Jefferies Financial Group positions in Q3 2022 and 49 closed out, a net change of +1 holder.
- The largest Jefferies Financial Group buyer in Q3 2022 was Two Sigma Investments, an estimated $20.5M added.
- The largest Jefferies Financial Group seller in Q3 2022 was Burgundy Asset Management, an estimated $54.1M sold.
Based on aggregated 13F filings for Q3 2022.