Jefferies Financial Group
361 hedge funds and large institutions have $3.3B invested in Jefferies Financial Group in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 165 reducing their positions, and 49 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
11% more capital invested
Capital invested by funds: $2.98B → $3.3B (+$325M)
0.43% less ownership
Funds ownership: 74.59% → 74.17% (-0.43%)
6% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 49
2% less funds holding
Funds holding: 367 → 361 (-6)
29% less call options, than puts
Call options by funds: $2.07M | Put options by funds: $2.93M
51% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 165
Top Buyers
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$40.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$20M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.2M |
| 4 |
Goldman Sachs
New York
|
+$14.8M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$13.4M |
Top Sellers
| 1 |
BlackRock
New York
|
-$35.7M |
| 2 |
MCM
Mason Capital Management
New York
|
-$35.4M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$14.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$13.6M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$13.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
401
Ovata Capital Management
Hong Kong
| – | -$11K | -744 | Closed |
|
|
MA
402
MCF Advisors
Covington,
Kentucky
| – | -$8K | -523 | Closed |
|
|
ARMC
403
American Research & Management Company
Marion,
Massachusetts
| – | -$5K | -314 | Closed |
|
|
SFS
404
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$3K | -188 | Closed |
|
|
EW
405
Evoke Wealth
Los Angeles,
California
| – | -$1K | -66 | Closed |
|
|
CFG
406
Citizens Financial Group
Providence,
Rhode Island
| – | -$1K | -65 | Closed |
|
407
Fidelity International
Hamilton,
Bermuda
| – | +$344 | +21 | New |
|
JEF Hedge Fund Activity: Q3 2020 in Review
361 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2020, worth a combined $3.3B — up 11% from $2.98B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of JEF and 46 opened new positions — a net loss of 3 holders — while 165 trimmed existing stakes and 81 added.
The largest buyer was AJO LP, adding an estimated $40.8M. The largest seller was BlackRock, cutting an estimated $35.7M.
- 361 institutional investors held Jefferies Financial Group (JEF) as of Q3 2020, down from 367 in Q2 2020.
- Funds reported $3.3B of Jefferies Financial Group stock for Q3 2020, up 11% quarter-over-quarter.
- 46 funds opened new Jefferies Financial Group positions in Q3 2020 and 49 closed out, a net change of -3 holders.
- The largest Jefferies Financial Group buyer in Q3 2020 was AJO LP, an estimated $40.8M added.
- The largest Jefferies Financial Group seller in Q3 2020 was BlackRock, an estimated $35.7M sold.
Based on aggregated 13F filings for Q3 2020.