Jefferies Financial Group
449 hedge funds and large institutions have $4.16B invested in Jefferies Financial Group in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 189 reducing their positions, and 69 closing their positions.
1.13% less ownership
Funds ownership: 84.11% → 82.98% (-1.1%)
3% less funds holding
Funds holding: 463 → 449 (-14)
13% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 69
25% less capital invested
Capital invested by funds: $5.51B → $4.16B (-$1.35B)
29% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 189
40% less funds holding in top 10
Funds holding in top 10: 15 → 9 (-6)
75% less call options, than puts
Call options by funds: $2.87M | Put options by funds: $11.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$27.8M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$26.2M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$25.1M |
| 4 |
WCM
Wallace Capital Management
Dallas,
Texas
|
+$16.1M |
| 5 |
Lazard Asset Management
New York
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$89.1M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$53.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$23.9M |
| 4 |
Goldman Sachs
New York
|
-$21.7M |
| 5 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$19.5M |
JEF Hedge Fund Activity: Q4 2018 in Review
449 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2018, worth a combined $4.16B — down 25% from $5.51B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of JEF and 60 opened new positions — a net loss of 9 holders — while 189 trimmed existing stakes and 134 added.
The largest buyer was Thompson Siegel & Walmsley, adding an estimated $27.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $89.1M.
- 449 institutional investors held Jefferies Financial Group (JEF) as of Q4 2018, down from 463 in Q3 2018.
- Funds reported $4.16B of Jefferies Financial Group stock for Q4 2018, down 25% quarter-over-quarter.
- 60 funds opened new Jefferies Financial Group positions in Q4 2018 and 69 closed out, a net change of -9 holders.
- The largest Jefferies Financial Group buyer in Q4 2018 was Thompson Siegel & Walmsley, an estimated $27.8M added.
- The largest Jefferies Financial Group seller in Q4 2018 was T. Rowe Price Associates, an estimated $89.1M sold.
Based on aggregated 13F filings for Q4 2018.