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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
CFG
426
Citizens Financial Group
Rhode Island
$3K +$2.75K +156 New
EFSCE
427
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$2.31K -131 -55%
KL
428
KWMG LLC
Kansas
$2K
W
429
WealthStone
Ohio
$2K +$2.08K +118 New
GSWM
430
Golden State Wealth Management
California
$2K +$2.38K +135 New
AIM
431
Anchor Investment Management
South Carolina
$1.9K
SWA
432
Sutton Wealth Advisors
Florida
$1.33K +$1.17K +66 +508%
PCP
433
Proficio Capital Partners
Massachusetts
$1K -$3.94K -223 -86%
VCM
434
Versant Capital Management
Arizona
$1K -$618 -35 -27%
AC
435
Avestar Capital
New York
$1K
FRA
436
Front Row Advisors
California
$1K
LFG
437
LifePlan Financial Group
Ohio
$1K
OFW
438
Omnia Family Wealth
Florida
$1K
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$1K
PCG
440
Private Capital Group
Connecticut
$1K
GT
441
Glenmede Trust
Pennsylvania
$20 -$114K -6,478 -84%
MCP
442
Moab Capital Partners
New York
-$6.03M -387,705 Closed
CS
443
Candriam SCA
Luxembourg
-$5.93M -381,897 Closed
SBCM
444
Schwerin Boyle Capital Management
Massachusetts
-$4.68M -301,122 Closed
1832 Asset Management
445
1832 Asset Management
Ontario, Canada
-$4.34M -279,282 Closed
FIM
446
FourPoints Investment Managers
France
-$3.89M -250,194 Closed
AL
447
AJO LP
Pennsylvania
-$3.55M -228,587 Closed
ECM
448
Element Capital Management
New York
-$2.97M -191,236 Closed
GIA
449
Gargoyle Investment Advisor
New Jersey
-$1.88M -120,786 Closed
AQR Capital Management
450
AQR Capital Management
Connecticut
-$1.72M -110,761 Closed

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.