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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
Morgan Stanley
76
Morgan Stanley
New York
$7.43M -$5.7M -322,933 -42%
Principal Financial Group
77
Principal Financial Group
Iowa
$7.42M -$566K -32,074 -7%
RR
78
Robotti Robert
$7.14M -$195K -11,061 -3%
LI
79
Lafayette Investments
Maryland
$6.93M +$410K +23,226 +6%
PTC
80
Philadelphia Trust Company
Pennsylvania
$6.71M -$1.05M -59,716 -13%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$6.68M +$2.07M +117,187 +42%
Prudential Financial
82
Prudential Financial
New Jersey
$6.5M -$29.2M -1,651,850 -81%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$6.2M -$917K -51,947 -12%
RRAM
84
River Road Asset Management
Kentucky
$6.04M -$598K -33,872 -9%
RPA
85
Rock Point Advisors
Vermont
$5.97M -$100K -5,675 -2%
AAF
86
Andra AP-fonden
Sweden
$5.95M +$6.24M +353,683 New
RAM
87
RK Asset Management
Michigan
$5.89M +$291K +16,466 +5%
SG Americas Securities
88
SG Americas Securities
New York
$5.84M +$4.93M +279,442 +414%
AAMU
89
Amundi Asset Management US
Massachusetts
$5.57M +$2.92M +165,279 +100%
UBS Group
90
UBS Group
Switzerland
$5.57M +$1.82M +103,347 +45%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$5.49M +$2.66M +150,673 +86%
BGIM
92
Brandywine Global Investment Management
Pennsylvania
$5.47M -$158K -8,943 -3%
ICM
93
Intrepid Capital Management
Florida
$5.45M -$364K -20,628 -6%
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$5.22M +$1.37M +77,361 +33%
Marshall Wace
95
Marshall Wace
United Kingdom
$5.21M +$85.5K +4,844 +2%
Squarepoint
96
Squarepoint
New York
$5.12M +$3.93M +222,377 +271%
BCIM
97
British Columbia Investment Management
British Columbia, Canada
$4.91M +$3.67M +207,726 +246%
LDB
98
Lee, Danner & Bass
Tennessee
$4.84M -$66.4K -3,759 -1%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.7M -$658K -37,281 -12%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$4.61M -$760K -43,056 -14%

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.