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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
BOH
301
Bank of Hawaii
Hawaii
$277K +$12.7K +719 +5%
NA
302
Neuburgh Advisers
California
$273K +$23.7K +1,341 +9%
PC
303
Pecaut & Co
Iowa
$269K -$230K -13,048 -45%
MNG
304
Manning & Napier Group
New York
$269K
RC
305
Roundview Capital
New Jersey
$266K -$8.28K -469 -3%
LSERS
306
Louisiana State Employees Retirement System
Louisiana
$261K -$15.8K -894 -5%
OI
307
Oakbrook Investments
Illinois
$258K -$319K -18,053 -54%
Truist Financial
308
Truist Financial
North Carolina
$258K -$12.6K -715 -4%
BS
309
Boenning & Scattergood
Pennsylvania
$257K
HIIFS
310
Harel Insurance Investments & Financial Services
Israel
$257K
UR
311
USCA RIA
Texas
$254K -$149K -8,435 -36%
Thrivent Financial for Lutherans
312
Thrivent Financial for Lutherans
Minnesota
$249K
FMT
313
First Mercantile Trust
Tennessee
$248K -$25.7K -1,454 -9%
LP
314
LMR Partners
United Kingdom
$244K
VFA
315
Voya Financial Advisors
Connecticut
$238K +$12.6K +712 +5%
Nordea Investment Management
316
Nordea Investment Management
Sweden
$237K
SCM
317
Sterneck Capital Management
Missouri
$235K +$13.8K +782 +6%
Arrowstreet Capital
318
Arrowstreet Capital
Massachusetts
$231K -$676K -38,317 -74%
Envestnet Asset Management
319
Envestnet Asset Management
Illinois
$229K -$229 -13 -0.1%
MME
320
Meag Munich Ergo
Germany
$228K -$903K -51,167 -79%
FA
321
FDx Advisors
Illinois
$226K +$237K +13,454 New
BHC
322
Bowen Hanes & Co
Florida
$225K
SS
323
Sunbelt Securities
Texas
$224K
Daiwa Securities Group
324
Daiwa Securities Group
Japan
$221K +$14.8K +838 +7%
BTS
325
BB&T Securities
Virginia
$220K -$50.3K -2,850 -18%

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.