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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
SOADOR
176
State of Alaska Department of Revenue
Alaska
$1.29M -$26.3K -1,492 -2%
Kovitz Investment Group Partners
177
Kovitz Investment Group Partners
Illinois
$1.28M -$765K -43,317 -36%
Twin Tree Management
178
Twin Tree Management
Texas
$1.24M -$146K -8,277 -10%
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$1.24M -$139K -7,855 -10%
GIA
180
Gateway Investment Advisers
Ohio
$1.24M -$31.8K -1,802 -2%
CBOA
181
Commonwealth Bank of Australia
Australia
$1.23M +$98.2K +5,563 +8%
CI Investments Inc
182
CI Investments Inc
Ontario, Canada
$1.22M +$1.28M +72,613 New
GIBU
183
Gulf International Bank (UK)
United Kingdom
$1.19M
IP
184
Isthmus Partners
Wisconsin
$1.14M +$259K +14,685 New
SIA
185
SeaBridge Investment Advisors
New Jersey
$1.13M +$2.37K +134 +0.2%
Nomura Asset Management
186
Nomura Asset Management
Japan
$1.12M +$95.2K +5,395 +9%
ET
187
Equitable Trust
Tennessee
$1.12M +$86.8K +4,915 +8%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$1.08M
EMG
189
Ellington Management Group
Connecticut
$1.06M +$1.11M +63,006 New
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$1.05M +$89.4K +5,062 +9%
Rafferty Asset Management
191
Rafferty Asset Management
New York
$1.05M +$101K +5,723 +10%
BP
192
BBR Partners
New York
$1.03M
Comerica Bank
193
Comerica Bank
Texas
$1.03M -$91.2K -5,167 -8%
CC
194
Cipher Capital
New York
$1.03M +$450K +25,504 +72%
CIP
195
Chartwell Investment Partners
Pennsylvania
$1.02M -$13.1M -742,840 -92%
Wealthfront Advisers
196
Wealthfront Advisers
California
$1.01M +$1.29K +73 +0.1%
URS
197
Utah Retirement Systems
Utah
$976K -$70.8K -4,013 -6%
TPSF
198
Texas Permanent School Fund
Texas
$961K -$106K -5,998 -9%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$952K +$776K +43,945 +347%
ASRS
200
Arizona State Retirement System
Arizona
$949K -$143K -8,100 -13%

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.