Jefferies Financial Group
429 hedge funds and large institutions have $6.03B invested in Jefferies Financial Group in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 30 closing their positions.
33% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 30
6% more capital invested
Capital invested by funds: $5.69B → $6.03B (+$337M)
2% more funds holding
Funds holding: 421 → 429 (+8)
6% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 147
0.45% more ownership
Funds ownership: 66.7% → 67.15% (+0.45%)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
54% less call options, than puts
Call options by funds: $17.8M | Put options by funds: $38.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$34.9M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$26.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.1M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21.8M |
| 5 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$24.4M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$18.3M |
| 3 |
HCM
Highbridge Capital Management
New York
|
-$17.5M |
| 4 |
First Manhattan
New York
|
-$16.5M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$10.1M |
JEF Hedge Fund Activity: Q3 2013 in Review
429 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2013, worth a combined $6.03B — up 5.9% from $5.69B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new JEF positions and 30 closed out — a net gain of 10 holders — while 156 added to existing stakes and 147 trimmed.
The largest buyer was Burgundy Asset Management, adding an estimated $34.9M. The largest seller was Morgan Stanley, cutting an estimated $24.4M.
- 429 institutional investors held Jefferies Financial Group (JEF) as of Q3 2013, up from 421 in Q2 2013.
- Funds reported $6.03B of Jefferies Financial Group stock for Q3 2013, up 5.9% quarter-over-quarter.
- 40 funds opened new Jefferies Financial Group positions in Q3 2013 and 30 closed out, a net change of +10 holders.
- The largest Jefferies Financial Group buyer in Q3 2013 was Burgundy Asset Management, an estimated $34.9M added.
- The largest Jefferies Financial Group seller in Q3 2013 was Morgan Stanley, an estimated $24.4M sold.
Based on aggregated 13F filings for Q3 2013.