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Winton Capital Management’s Jefferies Financial Group JEF Stock Holding History

Winton Capital Management’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$17.4M Buy
693,246
+480,095
+225% +$11.8M 0.12% 276
2013
Q4 		$5.41M Buy
+213,151
New +$5.39M 0.05% 369

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Winton Capital Management's JEF Position: Q1 2014 in Review

Winton Capital Management increased its Jefferies Financial Group (JEF) stake by 225% in Q1 2014, buying an estimated $11.8M and bringing the position to 693,246 shares worth $17.4M. The position accounts for 0.12% of the portfolio, ranked #276.

Winton Capital Management first reported a position in JEF in Q4 2013 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold JEF as of Q1 2014.

  • Winton Capital Management held 693,246 shares of Jefferies Financial Group worth $17.4M as of Q1 2014.
  • Winton Capital Management bought 480,095 Jefferies Financial Group shares in Q1 2014, an estimated $11.8M.
  • Jefferies Financial Group made up 0.12% of Winton Capital Management's portfolio in Q1 2014, its #276 holding.
  • Winton Capital Management first reported a position in Jefferies Financial Group in Q4 2013 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.