Jefferies Financial Group
449 hedge funds and large institutions have $5.66B invested in Jefferies Financial Group in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 109 increasing their positions, 201 reducing their positions, and 85 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 15 → 20 (+5)
5.2% less ownership
Funds ownership: 85.87% → 80.66% (-5.2%)
5% less funds holding
Funds holding: 474 → 449 (-25)
9% less capital invested
Capital invested by funds: $6.22B → $5.66B (-$566M)
27% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 85
46% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 201
64% less call options, than puts
Call options by funds: $7.71M | Put options by funds: $21.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$180M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$50.4M |
| 3 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$30.6M |
| 4 |
Bank of New York Mellon
New York
|
+$24.4M |
| 5 |
HP
Hosking Partners
London,
United Kingdom
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$191M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$112M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$90.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$68.8M |
| 5 |
Millennium Management
New York
|
-$60.6M |
JEF Hedge Fund Activity: Q2 2018 in Review
449 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2018, worth a combined $5.66B — down 9.1% from $6.22B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of JEF and 62 opened new positions — a net loss of 23 holders — while 201 trimmed existing stakes and 109 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $180M. The largest seller was AJO LP, cutting an estimated $191M.
- 449 institutional investors held Jefferies Financial Group (JEF) as of Q2 2018, down from 474 in Q1 2018.
- Funds reported $5.66B of Jefferies Financial Group stock for Q2 2018, down 9.1% quarter-over-quarter.
- 62 funds opened new Jefferies Financial Group positions in Q2 2018 and 85 closed out, a net change of -23 holders.
- The largest Jefferies Financial Group buyer in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $180M added.
- The largest Jefferies Financial Group seller in Q2 2018 was AJO LP, an estimated $191M sold.
Based on aggregated 13F filings for Q2 2018.