Jefferies Financial Group
428 hedge funds and large institutions have $4.5B invested in Jefferies Financial Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 133 increasing their positions, 161 reducing their positions, and 70 closing their positions.
4% less capital invested
Capital invested by funds: $4.69B → $4.5B (-$192M)
7.1% less ownership
Funds ownership: 65.7% → 58.6% (-7.1%)
8% less funds holding
Funds holding: 463 → 428 (-35)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
17% less call options, than puts
Call options by funds: $8.8M | Put options by funds: $10.6M
17% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 161
46% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$31.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$29.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.3M |
| 4 |
Millennium Management
New York
|
+$19.8M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$333M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$27.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.1M |
| 4 |
E
Ergoteles
New York
|
-$25.8M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$16.7M |
JEF Hedge Fund Activity: Q2 2023 in Review
428 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2023, worth a combined $4.5B — down 4.1% from $4.69B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of JEF and 38 opened new positions — a net loss of 32 holders — while 161 trimmed existing stakes and 133 added.
The largest buyer was Point72 Asset Management, adding an estimated $31.3M. The largest seller was Sumitomo Mitsui Financial Group, exiting entirely with an estimated $333M sold.
- 428 institutional investors held Jefferies Financial Group (JEF) as of Q2 2023, down from 463 in Q1 2023.
- Funds reported $4.5B of Jefferies Financial Group stock for Q2 2023, down 4.1% quarter-over-quarter.
- 38 funds opened new Jefferies Financial Group positions in Q2 2023 and 70 closed out, a net change of -32 holders.
- The largest Jefferies Financial Group buyer in Q2 2023 was Point72 Asset Management, an estimated $31.3M added.
- The largest Jefferies Financial Group seller in Q2 2023 was Sumitomo Mitsui Financial Group, an estimated $333M sold.
Based on aggregated 13F filings for Q2 2023.