Jefferies Financial Group
412 hedge funds and large institutions have $4.52B invested in Jefferies Financial Group in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 147 reducing their positions, and 43 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 12 → 20 (+8)
28% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 43
12% more capital invested
Capital invested by funds: $4.02B → $4.52B (+$498M)
1% more funds holding
Funds holding: 408 → 412 (+4)
2.53% less ownership
Funds ownership: 76.32% → 73.79% (-2.5%)
12% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 147
66% less call options, than puts
Call options by funds: $4.45M | Put options by funds: $13.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$62.8M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$21.2M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$12.9M |
| 4 |
Man Group
London,
United Kingdom
|
+$8.73M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$7.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$65.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$10.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.1M |
| 4 |
Goldman Sachs
New York
|
-$9.93M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$8.46M |
JEF Hedge Fund Activity: Q4 2019 in Review
412 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2019, worth a combined $4.52B — up 12% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new JEF positions and 43 closed out — a net gain of 12 holders — while 129 added to existing stakes and 147 trimmed.
The largest buyer was Truist Financial, adding an estimated $62.8M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $65.5M.
- 412 institutional investors held Jefferies Financial Group (JEF) as of Q4 2019, up from 408 in Q3 2019.
- Funds reported $4.52B of Jefferies Financial Group stock for Q4 2019, up 12% quarter-over-quarter.
- 55 funds opened new Jefferies Financial Group positions in Q4 2019 and 43 closed out, a net change of +12 holders.
- The largest Jefferies Financial Group buyer in Q4 2019 was Truist Financial, an estimated $62.8M added.
- The largest Jefferies Financial Group seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $65.5M sold.
Based on aggregated 13F filings for Q4 2019.