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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
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$3.03M +$868K +49,158 +37%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$3.02M -$1.29M -72,820 -29%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$3M -$689K -39,030 -18%
Acadian Asset Management
129
Acadian Asset Management
Massachusetts
$2.77M +$2.9M +164,486 New
Baird Financial Group
130
Baird Financial Group
Wisconsin
$2.65M +$1.12M +63,491 +67%
PP
131
Paloma Partners
Connecticut
$2.62M +$1.44M +81,505 +110%
Asset Management One
132
Asset Management One
Japan
$2.62M -$7.2M -408,075 -72%
Citigroup
133
Citigroup
New York
$2.61M +$1.75M +98,963 +176%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$2.55M -$211K -11,970 -7%
AG
135
Aperio Group
California
$2.54M -$623K -35,306 -19%
Ameriprise
136
Ameriprise
Minnesota
$2.5M -$792K -44,875 -23%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$2.5M
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$2.49M -$126K -7,150 -5%
Brown Advisory
139
Brown Advisory
Maryland
$2.46M -$174K -9,831 -6%
IAS
140
IMA Advisory Services
Colorado
$2.44M +$1.25M +70,897 +95%
LWIC
141
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.4M +$2.52M +142,881 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$2.4M +$1.09M +61,563 +76%
KS
143
Karpas Strategies
Connecticut
$2.37M
Voloridge Investment Management
144
Voloridge Investment Management
Florida
$2.32M +$2.44M +138,131 New
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$2.3M -$222K -12,594 -8%
TD Asset Management
146
TD Asset Management
Ontario, Canada
$2.23M -$1.51M -85,571 -39%
GC
147
Guggenheim Capital
Illinois
$2.22M -$3.21M -181,888 -58%
VRS
148
Virginia Retirement Systems
Virginia
$2.18M -$1.56M -88,365 -41%
SSA
149
Schonfeld Strategic Advisors
New York
$2.11M +$1.87M +106,087 +548%
FAF
150
Fjarde Ap-fonden
Sweden
$2.04M +$366K +20,723 +21%

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.