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Jefferies Financial Group

444 hedge funds and large institutions have $7.06B invested in Jefferies Financial Group in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,724% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $1.19M

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

1% more capital invested

Capital invested by funds: $7.01B → $7.06B (+$56.1M)

0.14% more ownership

Funds ownership: 83.68%83.83% (+0.14%)

1% less funds holding

Funds holding: 447444 (-3)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
444
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
11.07%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.6%
New
49
Increased
144
Reduced
169
Closed
48
Calls
$45.4M
Puts
$1.19M
Net Calls
+$44.2M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
176
Northwestern Mutual Investment Management Company
Wisconsin
$1.94M +$225K +9,889 +14%
GIA
177
Gateway Investment Advisers
Ohio
$1.94M +$866 +38 +0%
First Trust Advisors
178
First Trust Advisors
Illinois
$1.92M -$1.21M -53,242 -39%
SG Americas Securities
179
SG Americas Securities
New York
$1.9M -$1.02M -44,927 -36%
WIM
180
Wittenberg Investment Management
Massachusetts
$1.88M
RC
181
Roundview Capital
New Jersey
$1.85M -$46.5K -2,039 -3%
TBC
182
Tweedy, Browne Co
Connecticut
$1.85M -$102K -4,468 -5%
HIMCH
183
Hartford Investment Management Co (HIMCO)
Connecticut
$1.84M -$85.3K -3,743 -5%
SEI Investments
184
SEI Investments
Pennsylvania
$1.84M +$190K +8,349 +12%
BAM
185
Barrett Asset Management
New York
$1.83M
WSCM
186
Wellington Shields Capital Management
New York
$1.82M -$28K -1,229 -2%
LTI
187
Laffer Tengler Investments
Tennessee
$1.81M
O
188
OppenheimerFunds
New York
$1.8M +$236K +10,343 +16%
GA
189
Geneva Advisors
Illinois
$1.77M +$4.03K +177 +0.2%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$1.77M -$6.38K -280 -0.4%
CAM
191
Capstone Asset Management
Texas
$1.76M -$21.5K -942 -1%
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$1.76M +$22.9K +1,006 +1%
LKIM
193
Lawson Kroeker Investment Management
Nebraska
$1.76M -$400K -17,539 -19%
Allianz Asset Management
194
Allianz Asset Management
Germany
$1.73M +$1.68M +73,961 New
FCM
195
Fairholme Capital Management
Florida
$1.73M
Bank of Nova Scotia
196
Bank of Nova Scotia
Ontario, Canada
$1.71M -$36.8K -1,615 -2%
FA
197
FDx Advisors
Illinois
$1.7M +$172K +7,550 +12%
EIM
198
ExxonMobil Investment Management
Texas
$1.63M -$248K -10,875 -14%
AL
199
Airain Ltd
Guernsey
$1.62M +$1.58M +69,365 New
IAS
200
IMA Advisory Services
Colorado
$1.58M -$49.4K -2,167 -3%

JEF Hedge Fund Activity: Q2 2017 in Review

444 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2017, worth a combined $7.06B — up 0.8% from $7.01B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new JEF positions and 48 closed out — a net gain of 1 holder — while 144 added to existing stakes and 169 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $83.3M. The largest seller was Citadel Advisors, cutting an estimated $38.6M.

  • 444 institutional investors held Jefferies Financial Group (JEF) as of Q2 2017, down from 447 in Q1 2017.
  • Funds reported $7.06B of Jefferies Financial Group stock for Q2 2017, up 0.8% quarter-over-quarter.
  • 49 funds opened new Jefferies Financial Group positions in Q2 2017 and 48 closed out, a net change of +1 holder.
  • The largest Jefferies Financial Group buyer in Q2 2017 was Janus Henderson Group, an estimated $83.3M added.
  • The largest Jefferies Financial Group seller in Q2 2017 was Citadel Advisors, an estimated $38.6M sold.

Based on aggregated 13F filings for Q2 2017.