Question 1

Which hedge funds and institutional investors hold JEF?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for JEF shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for JEF whale holdings?

Accepted Answer

Conviction level reflects how significant JEF is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to JEF, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for JEF?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about JEF?

Accepted Answer

QoQ changes for JEF show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	4.9M	$201.9M	0.0%	$2896.4B
Two Sigma	2.8M	$116.6M	0.1%	$123.9B
Millennium	1.6M	$66.0M	0.0%	$240.3B
Millennium	1.0M	$42.0M	0.0%	$240.3B
Geode Capital	619.1K	$25.6M	0.0%	$1607.5B
Balyasny	528.6K	$21.8M	0.0%	$77.1B
Citadel	456.9K	$18.9M	0.0%	$618.5B
Berkshire Hathaway	433.6K	$17.9M	0.0%	$263.1B
Citadel	370.4K	$15.3M	0.0%	$618.5B
Citadel	317.7K	$13.1M	0.0%	$618.5B
Tudor	315.3K	$13.0M	0.0%	$53.9B
Schonfeld	284.1K	$11.7M	0.1%	$14.2B
Point72	252.6K	$10.4M	0.0%	$78.1B
American Century	235.3K	$9.7M	0.0%	$194.3B
Invesco	230.6K	$9.5M	0.0%	$653.3B
Point72	208.5K	$8.6M	0.0%	$78.1B
DE Shaw	205.0K	$8.5M	0.0%	$166.3B
DFA	179.8K	$7.4M	0.0%	$481.4B
DE Shaw	140.3K	$5.8M	0.0%	$166.3B
Marshall Wace	127.3K	$5.3M	0.0%	$100.4B
Gabelli	122.2K	$5.0M	0.0%	$14.8B
ExodusPoint	86.4K	$3.6M	0.0%	$12.4B
WorldQuant	83.1K	$3.4M	0.0%	$25.9B
Arrowstreet	72.3K	$3.0M	0.0%	$184.8B
Point72	59.3K	$2.4M	0.0%	$78.1B
DE Shaw	54.3K	$2.2M	0.0%	$166.3B
Caxton	42.8K	$1.8M	0.0%	$4.4B
Balyasny	40.0K	$1.7M	0.0%	$77.1B
Tudor	36.8K	$1.5M	0.0%	$53.9B
Bridgewater	35.8K	$1.5M	0.0%	$22.4B
Brevan Howard	32.3K	$1.3M	0.0%	$11.3B
Segall Bryant	29.1K	$1.2M	0.0%	$7.0B
Man Group	26.9K	$1.1M	0.0%	$55.1B
Winton	26.7K	$1.1M	0.0%	$2.9B
Neuberger Berman (Eisman)	21.8K	$901K	0.0%	$131.4B
Gotham Asset	21.4K	$882K	0.0%	$32.7B
Franklin Templeton	20.2K	$835K	0.0%	$408.3B
Fisher Investments	14.8K	$611K	0.0%	$294.9B
Tudor	11.1K	$458K	0.0%	$53.9B
William Blair	8.8K	$365K	0.0%	$30.3B
Fidelity (FMR)	4.0K	$164K	—	$1898.4B
AQR Capital	853	$35K	—	$218.4B
Northern Trust	307	$13K	—	$756.6B
BlackRock	270	$11K	—	$5723.5B
Acadian	236.3K	$10K	0.0%	$70.5M

JEF

Who Holds JEF

Changes This Quarter