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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$14.8M +$1.52M +85,901 +11%
Allianz Asset Management
52
Allianz Asset Management
Germany
$14.3M +$77.8K +4,407 +0.5%
FCM
53
Frontier Capital Management
Massachusetts
$14.1M -$984K -55,758 -6%
Barclays
54
Barclays
United Kingdom
$13.8M +$3.8M +215,101 +35%
TCIM
55
TIAA CREF Investment Management
New York
$13.5M -$987K -55,941 -7%
Boston Partners
56
Boston Partners
Massachusetts
$13.1M +$57.8K +3,274 +0.4%
AllianceBernstein
57
AllianceBernstein
Tennessee
$13.1M +$4.13M +234,030 +43%
Lazard Asset Management
58
Lazard Asset Management
New York
$12.1M +$208K +11,783 +2%
EBSAM
59
Eubel Brady & Suttman Asset Management
Ohio
$11.5M +$477K +27,047 +4%
SCA
60
Stieven Capital Advisors
Missouri
$11.4M +$2.98M +169,021 +33%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$11.3M -$122K -6,904 -1%
MAA
62
Mraz Amerine & Associates
California
$10.9M +$371K +21,040 +3%
GCM
63
GoodHaven Capital Management
New Jersey
$10.5M -$493K -27,928 -4%
IR
64
IAT Reinsurance
New York
$9.6M
ESBC
65
E.S. Barr & Co
Kentucky
$9.58M -$479K -27,144 -5%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$9.57M -$89.2K -5,051 -0.9%
Wells Fargo
67
Wells Fargo
California
$9.37M -$10.3M -582,640 -51%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$8.67M -$424K -24,048 -4%
CS
69
Credit Suisse
Switzerland
$8.66M -$1.73M -98,039 -16%
MFP
70
Michael F. Price
$8.46M
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$8.37M -$683K -38,678 -7%
WI
72
Wafra Inc
New York
$8.21M -$5.15M -291,876 -37%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$7.88M -$1.37M -77,544 -14%
RJA
74
Raymond James & Associates
Florida
$7.67M +$1.15M +65,361 +17%
TA
75
Teachers Advisors
New York
$7.55M -$98.1K -5,557 -1%

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.