Jefferies Financial Group
408 hedge funds and large institutions have $4.02B invested in Jefferies Financial Group in 2019 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 250 reducing their positions, and 59 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
3% less capital invested
Capital invested by funds: $4.15B → $4.02B (-$126M)
4% less funds holding
Funds holding: 426 → 408 (-18)
6.53% less ownership
Funds ownership: 82.86% → 76.32% (-6.5%)
27% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 59
55% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 250
83% less call options, than puts
Call options by funds: $293K | Put options by funds: $1.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$126M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$44.9M |
| 3 |
BMO
Beck Mack & Oliver
New York
|
+$32.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$19.9M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$84.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$76.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$65.8M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$34.9M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$26.9M |
JEF Hedge Fund Activity: Q3 2019 in Review
408 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2019, worth a combined $4.02B — down 3% from $4.15B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of JEF and 43 opened new positions — a net loss of 16 holders — while 250 trimmed existing stakes and 113 added.
The largest buyer was BlackRock, adding an estimated $126M. The largest seller was Vanguard Group, cutting an estimated $84.6M.
- 408 institutional investors held Jefferies Financial Group (JEF) as of Q3 2019, down from 426 in Q2 2019.
- Funds reported $4.02B of Jefferies Financial Group stock for Q3 2019, down 3% quarter-over-quarter.
- 43 funds opened new Jefferies Financial Group positions in Q3 2019 and 59 closed out, a net change of -16 holders.
- The largest Jefferies Financial Group buyer in Q3 2019 was BlackRock, an estimated $126M added.
- The largest Jefferies Financial Group seller in Q3 2019 was Vanguard Group, an estimated $84.6M sold.
Based on aggregated 13F filings for Q3 2019.