Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jefferies Financial Group In (JEF)

554 + Investors. Track Smart Money conviction in JEF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -36
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — JEF

Based on 557 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
557 funds currently hold this stock — 94% of the 3.0-year high of 593 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JEF is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

312 buying298 selling
Last quarter: 312 funds bought or added vs 298 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 76 → 87 → 112 → 90. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
351 out of 557 hedge funds have held JEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -45%

Value
-45%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -45%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

86 → 76 → 87 → 112 → 90 new funds/Q
New funds entering each quarter: 76 → 87 → 112 → 90. A growing number of institutions are discovering JEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 20% new
Entry-cohort mix of 588 holders: 410 (70%) are 2+ year veterans, 58 entered 1–2 years ago, and 120 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
54 of 550 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JEF

In 2026 Q1, 312 hedge funds were net buyers of JEF (90 opened a new position, 222 added to an existing one), while 298 reduced or exited (172 trimmed, 126 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 32% of total institutional value in JEF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -36 funds (more exits than new entries). Total institutional holders: 557.

Hedge Fund Ownership: JEF

How many hedge funds hold JEF — quarterly history vs. share price
Quarterly hedge fund ownership of JEF vs. share price

Market Analysis: JEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JEF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Jefferies Financial Group In (JEF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JEF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
JEF
+49.4%
XLF
+6.6%

JEF outperformed XLF by +42.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
JEF
+19.0%
XLF
+3.0%

Since the filing became public, JEF outperformed XLF by +16.0% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 4 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: JEF
554 + Investors

Track Smart Money conviction in JEF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 554 593 -6.58%
13F Shares 145M 152M -4.39%
Total Value $6.03B $11.01B -45.21%
New Positions 89 112 -23
Increased Positions 214 191 +23
Closed Positions 128 87 +41
Reduced Positions 162 197 -35
Total Calls 19 18 5.56%
Total Puts 19 25 -24.0%
PUT/CALL Ratio 1.0 1.39 Neutral

Statistics: JEF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

554 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JEF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JEF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Moerus Capital Management LLC 11.84% 777,068 $32.1M
2 Massachusetts Mutual Life Insurance Co 8.86% 4,654,362 $192.1M
3 Sumitomo Mitsui Financial Group, INC. 7.73% 9,247,081 $381.6M
4 GoodHaven Capital Management, LLC 6.40% 444,837 $18.4M
5 Merrion Investment Management Co, LLC 4.41% 198,695 $8.2M
6 Valueworks LLC 4.14% 368,019 $15.2M
7 Mraz, Amerine & Associates, Inc. 3.74% 614,323 $25.4M
8 Alessandra Capital Management, LLC 3.58% 64,960 $4.0M
9 Chou Associates Management Inc. 2.93% 149,237 $6.2M
10 Rock Point Advisors, LLC 2.63% 235,132 $9.7M
11 Ervin Investment Management, LLC 2.18% 90,308 $3.7M
12 Private Capital Management, LLC 2.11% 514,469 $21.2M
13 Robotti Robert 2.11% 327,969 $13.5M
14 1492 Capital Management LLC 1.69% 107,773 $4.4M
15 First Pacific Advisors, LP 1.50% 2,586,501 $106.7M
16 Lafayette Investments, Inc. 1.15% 137,608 $5.7M
17 Waterfront Wealth Inc. 1.11% 146,608 $6.1M
18 Poehling Capital Management, INC. 1.07% 122,632 $5.1M
19 Beck Mack & Oliver LLC 1.04% 1,223,102 $50.5M
20 Intrinsic Value Partners, LLC 1.01% 31,781 $1.3M
21 Private Management Group Inc 0.90% 756,059 $31.2M
22 Symmetry Peak Management LLC 0.83% 72,500 $3.0M
23 Endure Capital Management, LLC 0.82% 28,828 $1.2M
24 Check Capital Management Inc/Ca 0.82% 680,171 $28.1M
25 Hosking Partners LLP 0.76% 515,654 $21.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Jefferies Financial Group In (JEF)

What does the Smart Money Trend signal show for JEF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JEF?

Slight buying edge — 51% buying: Last quarter: 312 funds bought or added vs 298 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JEF holders?

Strong quality — 32% AUM from major funds: 54 of 550 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JEF?

63% of holders stayed for 2+ years: 351 out of 557 hedge funds have held JEF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Jefferies Financial Group In (JEF) following the 2026 Q1 hedge fund 13F filings?

As of today, JEF has moved +19.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of +16.0%. Since the quarter end (March 31, 2026), JEF has gained +49.4% vs +6.6% for XLF. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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