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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
BF
251
BOK Financial
Oklahoma
$531K -$358K -20,292 -39%
EP
252
Elkhorn Partners
Nebraska
$528K -$37.5K -2,123 -6%
Wellington Management Group
253
Wellington Management Group
Massachusetts
$516K +$160K +9,081 +42%
NAM
254
Nissay Asset Management
Japan
$511K +$5.67K +321 +1%
MHS
255
M Holdings Securities
Oregon
$508K
SAM
256
Securian Asset Management
Minnesota
$502K -$32.5K -1,844 -6%
EP
257
Elkfork Partners
Oregon
$478K +$41.4K +2,346 +9%
SRC
258
Shufro Rose & Co
New York
$476K
BAM
259
Blueshift Asset Management
New Jersey
$464K +$487K +27,609 New
SAM
260
Shell Asset Management
Netherlands
$462K +$152K +8,635 +46%
SO
261
STRS Ohio
Ohio
$440K -$13.3K -753 -3%
XK
262
Xact Kapitalforvaltning
Sweden
$428K -$139K -7,853 -24%
RCM
263
Riverhead Capital Management
Delaware
$428K +$37.5K +2,123 +9%
OWP
264
Obermeyer Wealth Partners
Colorado
$421K
US Bancorp
265
US Bancorp
Minnesota
$420K +$4.39K +249 +1%
TRCT
266
Tower Research Capital (TRC)
New York
$418K +$380K +21,543 +650%
NMERB
267
New Mexico Educational Retirement Board
New Mexico
$417K -$49.3K -2,793 -10%
Pacer Advisors
268
Pacer Advisors
Pennsylvania
$415K +$436K +24,680 New
Public Sector Pension Investment Board (PSP Investments)
269
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$413K +$110K +6,256 +34%
AIL
270
AGF Investments LLC
Ontario, Canada
$402K +$49.7K +2,817 +13%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$393K -$147K -8,338 -26%
ECM
272
ExodusPoint Capital Management
New York
$393K +$412K +23,349 New
NB
273
Norinchukin Bank
Japan
$390K -$24.3K -1,374 -6%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$388K +$16.5K +932 +4%
II
275
IFM Investors
Australia
$380K -$16.6K -942 -4%

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.