Jefferies Financial Group
463 hedge funds and large institutions have $5.51B invested in Jefferies Financial Group in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 131 increasing their positions, 184 reducing their positions, and 43 closing their positions.
42% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 43
3.45% more ownership
Funds ownership: 80.66% → 84.11% (+3.5%)
3% more funds holding
Funds holding: 449 → 463 (+14)
3% less capital invested
Capital invested by funds: $5.66B → $5.51B (-$145M)
25% less funds holding in top 10
Funds holding in top 10: 20 → 15 (-5)
29% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 184
64% less call options, than puts
Call options by funds: $3.35M | Put options by funds: $9.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$63.1M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$54M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$38.3M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$26.8M |
| 5 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$85.3M |
| 2 |
Millennium Management
New York
|
-$29.1M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$20.4M |
| 4 |
BlackRock
New York
|
-$18.2M |
| 5 |
BMO
Beck Mack & Oliver
New York
|
-$15.3M |
JEF Hedge Fund Activity: Q3 2018 in Review
463 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2018, worth a combined $5.51B — down 2.6% from $5.66B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new JEF positions and 43 closed out — a net gain of 18 holders — while 131 added to existing stakes and 184 trimmed.
The largest buyer was Thompson Siegel & Walmsley, adding an estimated $63.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $85.3M.
- 463 institutional investors held Jefferies Financial Group (JEF) as of Q3 2018, up from 449 in Q2 2018.
- Funds reported $5.51B of Jefferies Financial Group stock for Q3 2018, down 2.6% quarter-over-quarter.
- 61 funds opened new Jefferies Financial Group positions in Q3 2018 and 43 closed out, a net change of +18 holders.
- The largest Jefferies Financial Group buyer in Q3 2018 was Thompson Siegel & Walmsley, an estimated $63.1M added.
- The largest Jefferies Financial Group seller in Q3 2018 was T. Rowe Price Associates, an estimated $85.3M sold.
Based on aggregated 13F filings for Q3 2018.