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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
Aviva
151
Aviva
United Kingdom
$1.95M -$160K -9,047 -7%
SMH
152
Sanders Morris Harris
Texas
$1.94M -$93.7K -5,307 -4%
PCM
153
Poehling Capital Management
Wisconsin
$1.88M +$833K +47,182 +73%
WBC
154
Westpac Banking Corp
Australia
$1.85M +$209K +11,853 +12%
BCMNY
155
Buckingham Capital Management (New York)
New York
$1.82M -$28K -1,589 -1%
TG
156
TCW Group
California
$1.77M -$1.97M -111,712 -52%
GCMG
157
Gyroscope Capital Management Group
Florida
$1.73M
LCM
158
Laurion Capital Management
New York
$1.69M +$1.77M +100,452 New
QOP
159
Quinn Opportunity Partners
Virginia
$1.65M +$1.74M +98,307 New
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$1.65M -$45.1K -2,553 -3%
PAM
161
Paradigm Asset Management
New York
$1.63M -$94.6K -5,362 -5%
DI
162
Dalton Investments
Nevada
$1.6M
CGH
163
Crossmark Global Holdings
Texas
$1.59M +$3.74K +212 +0.2%
DG
164
Delek Group
Israel
$1.57M -$142K -8,040 -8%
EGM
165
Engineers Gate Manager
New York
$1.55M +$1.63M +92,183 New
LTI
166
Laffer Tengler Investments
Tennessee
$1.55M
WB
167
Wilks Brothers
Texas
$1.54M +$1.62M +91,604 New
ACI
168
AMP Capital Investors
Australia
$1.5M -$36.9K -2,090 -2%
TAM
169
Tocqueville Asset Management
New York
$1.49M -$2.84M -160,671 -64%
MIM
170
MetLife Investment Management
New Jersey
$1.46M -$111K -6,277 -7%
SOMRS
171
State of Michigan Retirement System
Michigan
$1.42M -$92.7K -5,250 -6%
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.4M -$515K -29,156 -26%
BAM
173
Barrett Asset Management
New York
$1.31M
KBC Group
174
KBC Group
Belgium
$1.31M -$28.2K -1,597 -2%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$1.3M +$8.31K +471 +0.6%

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.