We are live on ! Find out more
JEF icon

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
Goldman Sachs
26
Goldman Sachs
New York
$30.8M -$4.67M -264,463 -13%
RL
27
Ruffer LLP
United Kingdom
$30.3M -$1.89M -107,156 -6%
STMM
28
South Texas Money Management
Texas
$28M +$3.67M +207,781 +14%
First Manhattan
29
First Manhattan
New York
$24M -$11.4M -644,498 -31%
Citadel Advisors
30
Citadel Advisors
Florida
$23.9M +$11.5M +650,632 +84%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$23.3M +$22.9M +1,298,739 +1,500%
WCM
32
Wallace Capital Management
Texas
$22.9M +$36.8K +2,087 +0.2%
PCMF
33
Private Capital Management (Florida)
Florida
$22.3M +$753K +42,669 +3%
Deutsche Bank
34
Deutsche Bank
Germany
$21.9M +$10.7M +607,657 +87%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$21.9M -$917K -51,946 -4%
USAA
36
United Services Automobile Association
Texas
$21.4M -$10.2K -577 -0%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$21.3M -$184K -10,447 -0.8%
BCM
38
Becker Capital Management
Oregon
$21.3M -$382K -21,661 -2%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$20.7M +$572K +32,394 +3%
BMO
40
Beck Mack & Oliver
New York
$20.7M -$822K -46,552 -4%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$20.6M +$1.79M +101,222 +9%
PCI
42
Pacifica Capital Investments
Texas
$19.6M +$10.9K +620 +0.1%
HP
43
Hosking Partners
United Kingdom
$18.9M -$102K -5,753 -0.5%
Bank of America
44
Bank of America
North Carolina
$18.7M +$5.3M +300,433 +37%
UBS AM
45
UBS AM
Illinois
$18M -$4.5M -255,091 -19%
DSC
46
Donald Smith & Co
New York
$17.7M +$1.13M +63,821 +6%
FRM
47
Foundation Resource Management
Arkansas
$16.9M -$233K -13,211 -1%
PCM
48
Prana Capital Management
Connecticut
$16.8M +$7.49M +424,164 +74%
PPA
49
Parametric Portfolio Associates
Washington
$15.8M +$1.42M +80,176 +9%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$15M -$904K -51,186 -5%

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.