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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
MSV
201
MN Services Vermogensbeheer
Netherlands
$947K
O
202
OppenheimerFunds
New York
$930K -$191K -10,801 -16%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$907K -$209K -11,862 -18%
First Trust Advisors
204
First Trust Advisors
Illinois
$906K -$394K -22,305 -29%
IRC
205
Investors Research Corp
Georgia
$901K -$7.89K -447 -0.8%
JMPWA
206
JP Morgan Private Wealth Advisors
California
$896K -$120K -6,813 -11%
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$882K +$926K +52,436 New
SEI Investments
208
SEI Investments
Pennsylvania
$880K +$794K +44,993 +612%
LSV Asset Management
209
LSV Asset Management
Illinois
$869K
PCM
210
Parsons Capital Management
Rhode Island
$864K
HKAM
211
Horizon Kinetics Asset Management
New York
$841K +$883K +50,004 New
DTL
212
Dynamic Technology Lab
Singapore
$839K +$540K +30,603 +159%
ONB
213
Old National Bancorp
Indiana
$823K -$89.5K -5,073 -9%
EDRH
214
Edmond de Rothschild Holding
Switzerland
$819K -$227K -12,847 -21%
Bank of Nova Scotia
215
Bank of Nova Scotia
Ontario, Canada
$805K -$198K -11,216 -19%
BCM
216
BlueCrest Capital Management
Jersey
$764K +$312K +17,667 +64%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$759K +$7.89K +447 +1%
Mitsubishi UFJ Asset Management
218
Mitsubishi UFJ Asset Management
Japan
$755K +$29K +1,641 +4%
NMIMC
219
Northwestern Mutual Investment Management Company
Wisconsin
$751K -$54.1K -3,066 -6%
GLA
220
Great Lakes Advisors
Illinois
$742K -$828K -46,920 -52%
IG
221
ING Group
Netherlands
$736K +$772K +43,758 New
WSCM
222
Wellington Shields Capital Management
New York
$733K -$521K -29,492 -40%
MSL
223
Mackay Shields LLC
New York
$732K -$57.8K -3,275 -7%
VI
224
Versor Investments
New York
$729K +$765K +43,322 New
OC
225
Oppenheimer & Close
New York
$725K +$86.8K +4,915 +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.