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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
JMPWA
201
JP Morgan Private Wealth Advisors
California
$1.57M -$1.71M -75,133 -53%
URS
202
Utah Retirement Systems
Utah
$1.55M -$22.9K -1,005 -1%
CG
203
Clinton Group
New York
$1.51M +$146K +6,415 +11%
HI
204
HBK Investments
Texas
$1.49M +$795K +34,907 +122%
Pacer Advisors
205
Pacer Advisors
Pennsylvania
$1.48M +$148K +6,496 +11%
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$1.47M -$249K -10,945 -15%
MAM
207
Meeder Asset Management
Ohio
$1.4M -$12.7K -557 -0.9%
MSV
208
MN Services Vermogensbeheer
Netherlands
$1.38M +$1.12M +49,082 +508%
LP
209
LMR Partners
United Kingdom
$1.32M +$1.28M +56,175 New
Rafferty Asset Management
210
Rafferty Asset Management
New York
$1.25M -$296K -13,008 -20%
EVC
211
Eidelman Virant Capital
Missouri
$1.25M +$1.22M +53,510 New
Nomura Holdings
212
Nomura Holdings
Japan
$1.24M +$303K +13,299 +33%
PCM
213
Parsons Capital Management
Rhode Island
$1.24M
Wellington Management Group
214
Wellington Management Group
Massachusetts
$1.23M +$236K +10,374 +25%
Mitsubishi UFJ Asset Management
215
Mitsubishi UFJ Asset Management
Japan
$1.22M -$145K -6,357 -11%
CWM
216
CIBC World Markets
New York
$1.2M +$304K +13,342 +35%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$1.14M +50,083 New
MSA
218
Mason Street Advisors
Wisconsin
$1.18M +$4.97K +218 +0.4%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$1.17M +$408K +17,919 +56%
Nomura Asset Management
220
Nomura Asset Management
Japan
$1.14M
SLAM
221
Swiss Life Asset Management
$1.12M +$135K +5,924 +14%
HighTower Advisors
222
HighTower Advisors
Illinois
$1.1M +$154K +6,744 +17%
CIM
223
Cambria Investment Management
California
$1.09M -$163K -7,154 -13%
WS
224
Wedbush Securities
California
$1.07M
Massachusetts Financial Services
225
Massachusetts Financial Services
Massachusetts
$1.05M +$4.49K +197 +0.4%

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.