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.
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: 9 → 9 (0)
1% less funds holding
Funds holding: 449 → 446 (-3)
22% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.7M |
| 4 |
JP Morgan Chase
New York
|
+$7.91M |
| 5 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$77.6M |
| 2 |
Bank of New York Mellon
New York
|
-$63.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$32.2M |
| 4 |
BlackRock
New York
|
-$31.7M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$29.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
476
M&T Bank
Buffalo,
New York
| – | -$181K | -11,629 | Closed |
|
|
APFBOT
477
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| – | -$163K | -10,469 | Closed |
|
|
QT
478
Quantamental Technologies
White Plains,
New York
| – | -$137K | -8,817 | Closed |
|
|
DWM
479
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$63K | -4,083 | Closed |
|
|
MOS
480
MGO One Seven
Beachwood,
Ohio
| – | -$37K | -2,398 | Closed |
|
|
JA
481
JOYN Advisors
Atlanta,
Georgia
| – | -$28K | -1,819 | Closed |
|
482
Bessemer Group
Woodbridge,
New Jersey
| – | -$28K | -1,780 | Closed |
|
|
PRC
483
Pearl River Capital
Niles,
Michigan
| – | -$4K | -277 | Closed |
|
|
WANY
484
Wealthspire Advisors (New York)
New York
| – | -$2K | -124 | Closed |
|
|
PWMG
485
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$2K | -113 | Closed |
|
|
RWA
486
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$1K | -45 | Closed |
|
|
MSA
487
Marino Stram & Associates
Braintree,
Massachusetts
| – | +$18 | +1 | New |
|
|
PA
488
Parallel Advisors
San Francisco,
California
| – | +$318 | +18 | New |
|
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.