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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
CSC
101
Cove Street Capital
California
$4.59M -$2.24M -127,013 -32%
PP
102
Prospector Partners
Connecticut
$4.53M +$19.7K +1,117 +0.4%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$4.47M +$835K +47,281 +22%
AACR
104
ACR Alpine Capital Research
Missouri
$4.43M +$121K +6,860 +3%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$4.4M -$339K -19,217 -7%
AL
106
Arnhold LLC
New York
$4.26M
CSS
107
Cubist Systematic Strategies
Connecticut
$4.23M +$3.3M +186,961 +290%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$4.19M -$972K -55,080 -18%
BRCA
109
Birch Run Capital Advisors
Texas
$4.13M +$4.34M +245,768 New
FWSM
110
First Wilshire Securities Management
California
$4.1M +$4.3M +243,537 New
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$3.93M +$2.63M +149,240 +177%
Millennium Management
112
Millennium Management
New York
$3.92M +$2.54M +143,871 +162%
RGI
113
River Global Investors
United Kingdom
$3.89M +$472K +26,744 +13%
Credit Agricole
114
Credit Agricole
France
$3.57M -$584K -33,060 -13%
AIG
115
American International Group
New York
$3.52M +$1.34M +75,683 +57%
OC
116
Oppenheimer & Co
New York
$3.48M +$455K +25,771 +14%
RA
117
Royce & Associates
New York
$3.46M -$251K -14,243 -6%
ECM
118
Elgethun Capital Management
South Dakota
$3.46M +$107K +6,068 +3%
MCMT
119
Moon Capital Management (Tennessee)
Tennessee
$3.43M +$635K +35,976 +21%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M -$20.7K -1,173 -0.6%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$3.31M +$269K +15,248 +8%
WIM
122
Wittenberg Investment Management
Massachusetts
$3.19M +$2.08M +117,972 +165%
N
123
Natixis
France
$3.15M +$2.99M +169,383 +964%
GF
124
Gabelli Funds
New York
$3.1M +$53.2K +3,016 +2%
Aberdeen Group
125
Aberdeen Group
United Kingdom
$3.1M +$732K +41,449 +29%

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.