What smart money is saying about Jeffries Group
JEF
No fund has written a full thesis on Jeffries Group in our archive, but 2 fund letters report a position in it — most recently Royal London AM Fixed Income Funds in July 2026.
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2
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Jeffries Group — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- July 2026
“Despite a slowdown in primary markets in July, following typical seasonal effects, the fund remained active. Of interest, the fund took part in a new senior secured issue from automobile services provider the AA, with the issuer also redeeming its shorter dated bonds at a premium to market pricing. In the secondary market, we added to existing holdings in ICSL, backed by UK student loans. Within financials, we added a new issue euro senior bond from US investment bank Jeffries Group, while also adding subordinated bonds from UK mortgage bank Paragon.”
Jeffries Group - June 2026
Listed in Baron Focused Growth Fund’s reported holdings.
Jeffries Group
Also mentioned · 1
These funds discuss Jeffries Group — as a competitor, benchmark or comparable — without disclosing a position in it.
- September 2025
“• 10% David Zervos, Jefferies Chief Marketing Strategist”
Jeffries Group
Read the letters behind these Jeffries Group positions
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