Jefferies Financial Group
474 hedge funds and large institutions have $6.22B invested in Jefferies Financial Group in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 159 increasing their positions, 192 reducing their positions, and 50 closing their positions.
1.51% more ownership
Funds ownership: 84.35% → 85.87% (+1.5%)
2% less funds holding
Funds holding: 486 → 474 (-12)
12% less capital invested
Capital invested by funds: $7.1B → $6.22B (-$875M)
14% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 50
17% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 192
21% less funds holding in top 10
Funds holding in top 10: 19 → 15 (-4)
43% less call options, than puts
Call options by funds: $9.39M | Put options by funds: $16.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$90.7M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$80.7M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$51.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$41.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$47.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$37.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$20M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$16.4M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$15.9M |
JEF Hedge Fund Activity: Q1 2018 in Review
474 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2018, worth a combined $6.22B — down 12% from $7.1B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of JEF and 43 opened new positions — a net loss of 7 holders — while 192 trimmed existing stakes and 159 added.
The largest buyer was Millennium Management, adding an estimated $90.7M. The largest seller was Principal Financial Group, cutting an estimated $47.3M.
- 474 institutional investors held Jefferies Financial Group (JEF) as of Q1 2018, down from 486 in Q4 2017.
- Funds reported $6.22B of Jefferies Financial Group stock for Q1 2018, down 12% quarter-over-quarter.
- 43 funds opened new Jefferies Financial Group positions in Q1 2018 and 50 closed out, a net change of -7 holders.
- The largest Jefferies Financial Group buyer in Q1 2018 was Millennium Management, an estimated $90.7M added.
- The largest Jefferies Financial Group seller in Q1 2018 was Principal Financial Group, an estimated $47.3M sold.
Based on aggregated 13F filings for Q1 2018.