Jefferies Financial Group
367 hedge funds and large institutions have $2.98B invested in Jefferies Financial Group in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 96 increasing their positions, 153 reducing their positions, and 78 closing their positions.
55% more call options, than puts
Call options by funds: $5.8M | Put options by funds: $3.75M
11% more capital invested
Capital invested by funds: $2.68B → $2.98B (+$304M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1.34% more ownership
Funds ownership: 73.25% → 74.59% (+1.3%)
6% less funds holding
Funds holding: 391 → 367 (-24)
27% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 78
37% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mason Capital Management
New York
|
+$79.3M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$58.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$36.2M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$24.9M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$68.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$50.4M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$39.7M |
| 4 |
State Street
Boston,
Massachusetts
|
-$39.5M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$24.3M |
JEF Hedge Fund Activity: Q2 2020 in Review
367 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2020, worth a combined $2.98B — up 11% from $2.68B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of JEF and 57 opened new positions — a net loss of 21 holders — while 153 trimmed existing stakes and 96 added.
The largest buyer was Mason Capital Management, opening a new position worth an estimated $79.3M. The largest seller was BlackRock, cutting an estimated $68.2M.
- 367 institutional investors held Jefferies Financial Group (JEF) as of Q2 2020, down from 391 in Q1 2020.
- Funds reported $2.98B of Jefferies Financial Group stock for Q2 2020, up 11% quarter-over-quarter.
- 57 funds opened new Jefferies Financial Group positions in Q2 2020 and 78 closed out, a net change of -21 holders.
- The largest Jefferies Financial Group buyer in Q2 2020 was Mason Capital Management, an estimated $79.3M added.
- The largest Jefferies Financial Group seller in Q2 2020 was BlackRock, an estimated $68.2M sold.
Based on aggregated 13F filings for Q2 2020.