We are live on ! Find out more
JEF icon

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
MERSOM
351
Municipal Employees' Retirement System of Michigan
Michigan
$71K -$86.8K -4,915 -54%
SIAP
352
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$71K
S
353
SignatureFD
Georgia
$70K +$5.95K +337 +9%
ClearBridge Investments
354
ClearBridge Investments
New York
$65K
QI
355
QS Investors
New York
$62K -$706 -40 -1%
CCM
356
Covington Capital Management
California
$60K -$64.1K -3,631 -50%
ZB
357
Zions Bancorporation
Utah
$58K -$1.06K -60 -2%
CIA
358
CSat Investment Advisory
Michigan
$57K +$4.13K +234 +7%
FHA
359
First Horizon Advisors
Tennessee
$56K +$388 +22 +0.7%
LS
360
Livforsakringsbolaget Skandia
Sweden
$51K
YWP
361
YorkBridge Wealth Partners
New York
$51K
LWCFA
362
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K
IAS
363
INR Advisory Services
Pennsylvania
$37K -$14.2K -804 -27%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$37K
Macquarie Group
365
Macquarie Group
Australia
$36K
GWS
366
Glassman Wealth Services
Virginia
$34K -$23.4K -1,325 -39%
TCOV
367
Trust Company of Vermont
Vermont
$33K -$14.7K -835 -30%
OAM
368
Oppenheimer Asset Management
New York
$33K -$477 -27 -1%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$30K -$15.2K -859 -32%
M
370
MOTCO
Texas
$29K +$30.7K +1,742 New
ARMT
371
Amica Retiree Medical Trust
Rhode Island
$28K
NSIM
372
North Star Investment Management
Illinois
$28K
PAI
373
Pittenger & Anderson Inc
Nebraska
$28K
MCM
374
Manchester Capital Management
Vermont
$27K -$16.5K -933 -37%
AF
375
Advisornet Financial
Minnesota
$27K

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.