Jefferies Financial Group
426 hedge funds and large institutions have $4.15B invested in Jefferies Financial Group in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 126 increasing their positions, 170 reducing their positions, and 53 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
4% less capital invested
Capital invested by funds: $4.33B → $4.15B (-$184M)
1.83% less ownership
Funds ownership: 84.62% → 82.8% (-1.8%)
4% less funds holding
Funds holding: 446 → 426 (-20)
18% less call options, than puts
Call options by funds: $2.2M | Put options by funds: $2.69M
26% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 170
26% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$35.2M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$20.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.1M |
| 4 |
Janus Henderson Group
London,
|
+$9.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$95.5M |
| 2 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$31.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$23.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$22.8M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$20.6M |
JEF Hedge Fund Activity: Q2 2019 in Review
426 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2019, worth a combined $4.15B — down 4.2% from $4.33B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of JEF and 39 opened new positions — a net loss of 14 holders — while 170 trimmed existing stakes and 126 added.
The largest buyer was Prudential Financial, adding an estimated $35.2M. The largest seller was Bank of New York Mellon, cutting an estimated $95.5M.
- 426 institutional investors held Jefferies Financial Group (JEF) as of Q2 2019, down from 446 in Q1 2019.
- Funds reported $4.15B of Jefferies Financial Group stock for Q2 2019, down 4.2% quarter-over-quarter.
- 39 funds opened new Jefferies Financial Group positions in Q2 2019 and 53 closed out, a net change of -14 holders.
- The largest Jefferies Financial Group buyer in Q2 2019 was Prudential Financial, an estimated $35.2M added.
- The largest Jefferies Financial Group seller in Q2 2019 was Bank of New York Mellon, an estimated $95.5M sold.
Based on aggregated 13F filings for Q2 2019.