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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
CFGS
401
Concourse Financial Group Securities
Alabama
$8K +$3.53K +200 +72%
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$8K +$4.73K +268 +160%
POIA
403
Pin Oak Investment Advisors
Texas
$8K +$8.3K +470 New
WCM
404
Whitener Capital Management
North Carolina
$7K
BFEC
405
Benjamin F. Edwards & Company
Missouri
$7K +$988 +56 +17%
CFB
406
Cullen/Frost Bankers
Texas
$7K +$7.17K +406 New
OIA
407
OneDigital Investment Advisors
Kansas
$6K -$4.24K -240 -39%
BL
408
Balentine LLC
Georgia
$6K
PCM
409
Peregrine Capital Management
Minnesota
$6K
TWA
410
TCI Wealth Advisors
Arizona
$5K -$318 -18 -6%
AIA
411
Alera Investment Advisors
Illinois
$5K
CFD
412
Creative Financial Designs
Indiana
$5K
VFA
413
Valeo Financial Advisors
Indiana
$5K
Parallax Volatility Advisers
414
Parallax Volatility Advisers
California
$4K -$29.7K -1,682 -88%
TFO
415
Tarbox Family Office
California
$4K
TFGT
416
TS Financial Group (TSFG)
Illinois
$4K +$4.04K +229 New
QCG
417
Quadrant Capital Group
Ohio
$3K -$830 -47 -13%
AWM
418
Aevitas Wealth Management
Massachusetts
$3K
CIAS
419
Capital Investment Advisory Services
North Carolina
$3K
EARNEST Partners
420
EARNEST Partners
Georgia
$3K
NC
421
NewSquare Capital
Pennsylvania
$3K
PFBT
422
Parkside Financial Bank & Trust
Missouri
$3K
PFGIA
423
Patriot Financial Group Insurance Agency
Massachusetts
$3K
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$3K +$194 +11 +7%
FCA
425
FinTrust Capital Advisors
South Carolina
$3K +$2.68K +152 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.