Jefferies Financial Group
JEF
400 hedge funds and large institutions have $4.61B invested in Jefferies Financial Group in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 49 closing their positions.
53% more call options, than puts
Call options by funds: $8.08M | Put options by funds: $5.28M
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
12% more capital invested
Capital invested by funds: $4.13B → $4.61B (+$484M)
12% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 130
1.83% more ownership
Funds ownership: 80.28% → 82.11% (+1.8%)
3% less funds holding
Funds holding: 411 → 400 (-11)
14% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$115M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$84.4M |
| 3 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$30.1M |
| 4 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$27.6M |
| 5 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Scopia Capital Management
New York
|
-$87M |
| 2 |
Royal London Asset Management
United Kingdom
|
-$20.6M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$18.6M |
| 4 |
MA
Marshfield Associates
Washington,
District of Columbia
|
-$17.8M |
| 5 |
Morgan Stanley
New York
|
-$14.8M |
JEF Hedge Fund Activity: Q2 2016 in Review
400 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2016, worth a combined $4.61B — up 12% from $4.13B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of JEF and 42 opened new positions — a net loss of 7 holders — while 130 trimmed existing stakes and 145 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Scopia Capital Management, cutting an estimated $87M.
- 400 institutional investors held Jefferies Financial Group (JEF) as of Q2 2016, down from 411 in Q1 2016.
- Funds reported $4.61B of Jefferies Financial Group stock for Q2 2016, up 12% quarter-over-quarter.
- 42 funds opened new Jefferies Financial Group positions in Q2 2016 and 49 closed out, a net change of -7 holders.
- The largest Jefferies Financial Group buyer in Q2 2016 was T. Rowe Price Associates, an estimated $115M added.
- The largest Jefferies Financial Group seller in Q2 2016 was Scopia Capital Management, an estimated $87M sold.
Based on aggregated 13F filings for Q2 2016.