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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
ESB
376
Essex Savings Bank
Connecticut
$27K
Group One Trading
377
Group One Trading
Illinois
$25K +$26.3K +1,488 New
WAM
378
Wealthspire Advisors (Maryland)
Maryland
$24K +$1.85K +105 +8%
MA
379
MCF Advisors
Kentucky
$23K
LB
380
Legacy Bridge
Iowa
$21K +$21.9K +1,240 New
BBHC
381
Brown Brothers Harriman & Co
New York
$19K +$19.7K +1,117 New
JWA
382
JFS Wealth Advisors
Pennsylvania
$17K
FANJ
383
Financial Architects (New Jersey)
New Jersey
$16K
AIS
384
Accurate Investment Solutions
Pennsylvania
$15K +$88 +5 +0.5%
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$15K +$15.8K +894 New
GLI
386
Guardian Life Insurance
New York
$14K -$1.22K -69 -8%
FHB
387
First Hawaiian Bank
Hawaii
$13K -$388 -22 -3%
LC
388
Lindbrook Capital
California
$12K
PW
389
Price Wealth
Texas
$12K
CTC
390
Central Trust Company
Missouri
$11K
HCM
391
Highlander Capital Management
New Jersey
$11K
MI
392
Markston International
New York
$11K
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$11K +$6.53K +370 New
CAM
394
Cresset Asset Management
Illinois
$11K +$7.41K +420 +174%
HNB
395
Huntington National Bank
Ohio
$10K
TCM
396
Tradewinds Capital Management
Washington
$10K
TA
397
Thor Advisors
New York
$10K +$10K +568 New
SLF
398
Sun Life Financial
Ontario, Canada
$8K -$6.99K -396 -44%
PB
399
Pinnacle Bancorp
Nebraska
$8K
LF
400
Lee Financial
Texas
$8K +$53 +3 +0.6%

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.