Jefferies Financial Group
391 hedge funds and large institutions have $2.68B invested in Jefferies Financial Group in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 183 reducing their positions, and 60 closing their positions.
0.54% less ownership
Funds ownership: 73.79% → 73.25% (-0.54%)
5% less funds holding
Funds holding: 412 → 391 (-21)
28% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 60
41% less capital invested
Capital invested by funds: $4.52B → $2.68B (-$1.85B)
45% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 183
47% less call options, than puts
Call options by funds: $3.65M | Put options by funds: $6.82M
55% less funds holding in top 10
Funds holding in top 10: 20 → 9 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$18.5M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$13.3M |
| 3 |
DSC
Donald Smith & Co
New York
|
+$11.9M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$11.2M |
| 5 |
MSL
Mackay Shields LLC
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$53.3M |
| 2 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$37.8M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$28.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$22.5M |
| 5 |
RL
Ruffer LLP
London,
United Kingdom
|
-$20.9M |
JEF Hedge Fund Activity: Q1 2020 in Review
391 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2020, worth a combined $2.68B — down 41% from $4.52B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of JEF and 43 opened new positions — a net loss of 17 holders — while 183 trimmed existing stakes and 101 added.
The largest buyer was PGGM Investments, opening a new position worth an estimated $18.5M. The largest seller was Prudential Financial, cutting an estimated $53.3M.
- 391 institutional investors held Jefferies Financial Group (JEF) as of Q1 2020, down from 412 in Q4 2019.
- Funds reported $2.68B of Jefferies Financial Group stock for Q1 2020, down 41% quarter-over-quarter.
- 43 funds opened new Jefferies Financial Group positions in Q1 2020 and 60 closed out, a net change of -17 holders.
- The largest Jefferies Financial Group buyer in Q1 2020 was PGGM Investments, an estimated $18.5M added.
- The largest Jefferies Financial Group seller in Q1 2020 was Prudential Financial, an estimated $53.3M sold.
Based on aggregated 13F filings for Q1 2020.