Jefferies Financial Group
469 hedge funds and large institutions have $5.06B invested in Jefferies Financial Group in 2022 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 135 increasing their positions, 169 reducing their positions, and 26 closing their positions.
215% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 26
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
12% more capital invested
Capital invested by funds: $4.51B → $5.06B (+$542M)
11% more funds holding
Funds holding: 423 → 469 (+46)
1.44% less ownership
Funds ownership: 68.82% → 67.38% (-1.4%)
20% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 169
30% less call options, than puts
Call options by funds: $14.1M | Put options by funds: $20.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$20.2M |
| 2 |
BlackRock
New York
|
+$16.1M |
| 3 |
Janus Henderson Group
London,
|
+$15.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$11.3M |
| 5 |
Morgan Stanley
New York
|
+$9.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$34M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.8M |
| 3 |
Millennium Management
New York
|
-$15.1M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$13.2M |
| 5 |
Two Sigma Investments
New York
|
-$12.8M |
JEF Hedge Fund Activity: Q4 2022 in Review
469 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2022, worth a combined $5.06B — up 12% from $4.51B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new JEF positions and 26 closed out — a net gain of 56 holders — while 135 added to existing stakes and 169 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $20.2M. The largest seller was Burgundy Asset Management, cutting an estimated $34M.
- 469 institutional investors held Jefferies Financial Group (JEF) as of Q4 2022, up from 423 in Q3 2022.
- Funds reported $5.06B of Jefferies Financial Group stock for Q4 2022, up 12% quarter-over-quarter.
- 82 funds opened new Jefferies Financial Group positions in Q4 2022 and 26 closed out, a net change of +56 holders.
- The largest Jefferies Financial Group buyer in Q4 2022 was AllianceBernstein, an estimated $20.2M added.
- The largest Jefferies Financial Group seller in Q4 2022 was Burgundy Asset Management, an estimated $34M sold.
Based on aggregated 13F filings for Q4 2022.