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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
NMERB
251
New Mexico Educational Retirement Board
New Mexico
$783K -$68.7K -3,017 -8%
UR
252
USCA RIA
Texas
$755K
OI
253
Oakbrook Investments
Illinois
$754K -$35.4K -1,553 -5%
AG
254
Advisor Group
Arizona
$727K -$20.8K -913 -3%
William Blair & Company
255
William Blair & Company
Illinois
$676K +$381K +16,728 +138%
SRC
256
Shufro Rose & Co
New York
$663K +$645K +28,297 New
XK
257
Xact Kapitalforvaltning
Sweden
$655K -$50.3K -2,208 -7%
BF
258
BOK Financial
Oklahoma
$649K -$5.35K -235 -0.8%
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$636K -$88.1K -3,869 -12%
WCM
260
Weik Capital Management
Pennsylvania
$633K -$8.91K -391 -1%
N
261
Natixis
France
$630K +$140K +6,142 +30%
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$629K +$957 +42 +0.2%
SIM
263
Sentry Investment Management
Wisconsin
$614K +$5.47K +240 +0.9%
ERSOT
264
Employees Retirement System of Texas
Texas
$602K -$738K -32,397 -56%
AQR Capital Management
265
AQR Capital Management
Connecticut
$598K +$581K +25,516 New
MHS
266
M Holdings Securities
Oregon
$574K
Cerity Partners
267
Cerity Partners
New York
$570K -$52.9K -2,320 -16%
I2I
268
Insight 2811 Inc
Illinois
$569K -$101K -4,416 -15%
PP
269
Paloma Partners
Connecticut
$567K -$617K -27,099 -53%
DekaBank Deutsche Girozentrale
270
DekaBank Deutsche Girozentrale
Germany
$561K -$72.5K -3,183 -12%
BSW
271
Buckingham Strategic Wealth
Missouri
$559K +$16K +702 +3%
EGM
272
Engineers Gate Manager
New York
$549K -$3.82M -167,778 -88%
SAM
273
Shell Asset Management
Netherlands
$549K
KRS
274
Kentucky Retirement Systems
Kentucky
$543K -$68 -3 -0%
EP
275
Elkhorn Partners
Nebraska
$536K -$35.4K -1,556 -6%

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.