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Jefferies Financial Group

446 hedge funds and large institutions have $4.33B invested in Jefferies Financial Group in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 135 increasing their positions, 172 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $6.36M

1.59% more ownership

Funds ownership: 82.98%84.57% (+1.6%)

4% more capital invested

Capital invested by funds: $4.16B → $4.33B (+$172M)

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 449446 (-3)

22% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 172

Holders
446
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
9.65%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
47
Increased
135
Reduced
172
Closed
46
Calls
$8.17M
Puts
$6.36M
Net Calls
+$1.82M
Net Calls Change
+$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
226
Amalgamated Bank
New York
$709K +$19.9K +1,125 +3%
MSA
227
Mason Street Advisors
Wisconsin
$705K -$41.6K -2,354 -5%
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$705K -$70.3K -3,985 -9%
PAM
229
Panagora Asset Management
Massachusetts
$692K -$63.1K -3,576 -8%
DnB Asset Management
230
DnB Asset Management
Norway
$691K -$812 -46 -0.1%
LIA
231
LS Investment Advisors
Michigan
$671K +$28.5K +1,613 +4%
MOACM
232
Mutual of America Capital Management
New York
$661K -$37.3K -2,112 -5%
QIM
233
Quantitative Investment Management
Virginia
$655K +$688K +38,988 New
CWM
234
CIBC World Markets
New York
$654K -$87.1K -4,933 -11%
HighTower Advisors
235
HighTower Advisors
Illinois
$645K +$28.6K +1,620 +4%
APG Asset Management
236
APG Asset Management
Netherlands
$643K
RIG
237
Roosevelt Investment Group
New York
$643K +$21.9K +1,240 +3%
Jane Street
238
Jane Street
New York
$642K +$203K +11,486 +43%
ProShare Advisors
239
ProShare Advisors
Maryland
$629K -$61.7K -3,495 -9%
CAM
240
Cubic Asset Management
Massachusetts
$625K -$6.42K -364 -1%
William Blair & Company
241
William Blair & Company
Illinois
$602K -$21.7K -1,231 -4%
MCIM
242
Meadow Creek Investment Management
Georgia
$580K +$50.3K +2,849 +9%
SM
243
Sciencast Management
New Jersey
$580K +$572K +32,405 New
CCT
244
Country Club Trust
Missouri
$578K +$9.21K +522 +2%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$577K +$5.97K +338 +1%
Stifel Financial
246
Stifel Financial
Missouri
$569K -$17.6K -997 -3%
BCA
247
Berman Capital Advisors
Georgia
$548K -$41.4K -2,345 -7%
HIMCH
248
Hartford Investment Management Co (HIMCO)
Connecticut
$542K -$48.2K -2,730 -8%
BFA
249
Bragg Financial Advisors
North Carolina
$541K -$10.2K -576 -2%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$532K

JEF Hedge Fund Activity: Q1 2019 in Review

446 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2019, worth a combined $4.33B — up 4.1% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new JEF positions and 46 closed out — a net gain of 1 holder — while 135 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $22.9M. The largest seller was Vanguard Group, cutting an estimated $77.6M.

  • 446 institutional investors held Jefferies Financial Group (JEF) as of Q1 2019, down from 449 in Q4 2018.
  • Funds reported $4.33B of Jefferies Financial Group stock for Q1 2019, up 4.1% quarter-over-quarter.
  • 47 funds opened new Jefferies Financial Group positions in Q1 2019 and 46 closed out, a net change of +1 holder.
  • The largest Jefferies Financial Group buyer in Q1 2019 was Fidelity Investments, an estimated $22.9M added.
  • The largest Jefferies Financial Group seller in Q1 2019 was Vanguard Group, an estimated $77.6M sold.

Based on aggregated 13F filings for Q1 2019.