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Jefferies Financial Group

444 hedge funds and large institutions have $7.06B invested in Jefferies Financial Group in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,724% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $1.19M

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

1% more capital invested

Capital invested by funds: $7.01B → $7.06B (+$56.1M)

0.14% more ownership

Funds ownership: 83.68%83.83% (+0.14%)

1% less funds holding

Funds holding: 447444 (-3)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
444
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
11.07%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
49
Increased
144
Reduced
169
Closed
48
Calls
$45.4M
Puts
$1.19M
Net Calls
+$44.2M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
226
LPL Financial
California
$1.05M -$17.4K -766 -2%
CAM
227
Cubic Asset Management
Massachusetts
$1.04M -$4.19K -184 -0.4%
ONB
228
Old National Bancorp
Indiana
$1.04M -$39.1K -1,717 -4%
MOACM
229
Mutual of America Capital Management
New York
$1.02M +$44.1K +1,935 +5%
FI
230
FormulaFolio Investments
Michigan
$1.02M +$662K +29,070 +201%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$1.01M -$640K -28,079 -39%
WBC
232
Westpac Banking Corp
Australia
$1.01M -$761K -33,402 -44%
AB
233
Amalgamated Bank
New York
$964K +$353K +15,499 +60%
Public Sector Pension Investment Board (PSP Investments)
234
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$925K -$972K -42,674 -52%
KBC Group
235
KBC Group
Belgium
$919K
OPERF
236
Oregon Public Employees Retirement Fund
Oregon
$894K
MERSOM
237
Municipal Employees' Retirement System of Michigan
Michigan
$892K +$603K +26,487 +228%
BCM
238
BlueCrest Capital Management
Jersey
$888K +$864K +37,914 New
TRSOTSOK
239
Teachers Retirement System of the State of Kentucky
Kentucky
$884K -$127K -5,586 -13%
FIM
240
Fernwood Investment Management
Massachusetts
$870K -$30.5K -1,340 -3%
TG
241
TCW Group
California
$866K
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$862K +$48.2K +2,114 +6%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$857K +$2.3K +101 +0.3%
SAM
244
Securian Asset Management
Minnesota
$852K +$2.51K +110 +0.3%
ClearBridge Investments
245
ClearBridge Investments
New York
$837K
BFA
246
Bragg Financial Advisors
North Carolina
$810K
US Bancorp
247
US Bancorp
Minnesota
$807K +$2.48K +109 +0.3%
DnB Asset Management
248
DnB Asset Management
Norway
$804K -$140K -6,144 -15%
GAM
249
Gotham Asset Management
New York
$796K +$774K +33,979 New
WAM
250
World Asset Management
Michigan
$784K -$95.9K -4,208 -11%

JEF Hedge Fund Activity: Q2 2017 in Review

444 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2017, worth a combined $7.06B — up 0.8% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JEF positions and 48 closed out — a net gain of 1 holder — while 144 added to existing stakes and 169 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $83.3M. The largest seller was Citadel Advisors, cutting an estimated $38.6M.

  • 444 institutional investors held Jefferies Financial Group (JEF) as of Q2 2017, down from 447 in Q1 2017.
  • Funds reported $7.06B of Jefferies Financial Group stock for Q2 2017, up 0.8% quarter-over-quarter.
  • 49 funds opened new Jefferies Financial Group positions in Q2 2017 and 48 closed out, a net change of +1 holder.
  • The largest Jefferies Financial Group buyer in Q2 2017 was Janus Henderson Group, an estimated $83.3M added.
  • The largest Jefferies Financial Group seller in Q2 2017 was Citadel Advisors, an estimated $38.6M sold.

Based on aggregated 13F filings for Q2 2017.