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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
LKIM
276
Lawson Kroeker Investment Management
Nebraska
$379K
LCS
277
Levin Capital Strategies
New York
$376K +$394K +22,343 New
GHCM
278
Glen Harbor Capital Management
California
$375K +$32.5K +1,844 +9%
PHK
279
Point72 Hong Kong
Hong Kong
$375K +$394K +22,305 New
CANY
280
Caxton Associates (New York)
New York
$367K +$385K +21,796 New
Mirae Asset Global Investments
281
Mirae Asset Global Investments
South Korea
$352K +$74.3K +4,212 +25%
WAM
282
World Asset Management
Michigan
$347K +$21.8K +1,234 +6%
BC
283
Brinker Capital
Pennsylvania
$341K +$4.36K +247 +1%
ERSOT
284
Employees Retirement System of Texas
Texas
$338K
SCM
285
Stevens Capital Management
Pennsylvania
$337K -$2.32M -131,457 -87%
Skandinaviska Enskilda Banken (SEB)
286
Skandinaviska Enskilda Banken (SEB)
Sweden
$337K +$3.94K +223 +1%
LCM
287
Landscape Capital Management
New Jersey
$332K -$18.3K -1,038 -5%
SIM
288
Sentry Investment Management
Wisconsin
$327K -$68.9K -3,905 -17%
Verition Fund Management
289
Verition Fund Management
Connecticut
$320K -$245K -13,853 -42%
ECM
290
Everence Capital Management
Indiana
$315K
HI
291
Horizon Investments
North Carolina
$315K +$132K +7,488 +67%
AFG
292
American Financial Group
Ohio
$309K
CAM
293
Claret Asset Management
Quebec, Canada
$305K -$4.04K -229 -1%
Creative Planning
294
Creative Planning
Kansas
$301K -$84.2K -4,769 -21%
EWM
295
Evercore Wealth Management
New York
$300K -$6.9K -391 -2%
BSW
296
Buckingham Strategic Wealth
Missouri
$297K
SF
297
Synovus Financial
Georgia
$293K +$49.2K +2,785 +19%
COPPSERS
298
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$289K +$812 +46 +0.3%
HA
299
Harbor Advisors
Florida
$282K
LSPW
300
Lake Street Private Wealth
Illinois
$280K +$294K +16,645 New

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.