We are live on ! Find out more
JEF icon

Jefferies Financial Group

424 hedge funds and large institutions have $6.19B invested in Jefferies Financial Group in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 183 increasing their positions, 121 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 121

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

0.57% more ownership

Funds ownership: 70.28%70.86% (+0.57%)

0% more funds holding

Funds holding: 422424 (+2)

4% less capital invested

Capital invested by funds: $6.47B → $6.19B (-$277M)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

77% less call options, than puts

Call options by funds: $9.89M | Put options by funds: $42.4M

Holders
424
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
12.19%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.52%
New
45
Increased
183
Reduced
121
Closed
39
Calls
$9.89M
Puts
$42.4M
Net Calls
-$32.5M
Net Calls Change
-$706K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$61.7M +$672K +28,924 +1%
LPU
27
Lansdowne Partners (UK)
United Kingdom
$59.1M +$58.4M +2,517,357 New
BG
28
BlackRock Group
United Kingdom
$56.2M -$978K -42,136 -2%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$55.4M +$21.4M +921,199 +64%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$49.6M -$504K -21,708 -1%
Bank of America
31
Bank of America
North Carolina
$47.3M -$11.9M -514,589 -20%
Deutsche Bank
32
Deutsche Bank
Germany
$44.3M +$3.98M +171,485 +10%
KIG
33
Kovitz Investment Group
Illinois
$39.1M +$6.81M +293,211 +21%
JP Morgan Chase
34
JP Morgan Chase
New York
$39.1M +$4.66M +200,844 +14%
PMG
35
Private Management Group
California
$37.8M +$3.7M +159,398 +11%
Invesco
36
Invesco
Georgia
$37M +$4.82M +207,764 +15%
Legal & General Group
37
Legal & General Group
United Kingdom
$33.5M +$650K +27,990 +2%
Wells Fargo
38
Wells Fargo
California
$30.9M +$1.07M +46,178 +4%
GCM
39
GoodHaven Capital Management
New Jersey
$30.4M -$38.3K -1,650 -0.1%
Morgan Stanley
40
Morgan Stanley
New York
$28.6M -$10.1M -435,825 -26%
WA
41
Wasatch Advisors
Utah
$27.2M +$2.81M +121,165 +12%
UBS AM
42
UBS AM
Illinois
$26.9M +$670K +28,846 +3%
KCM
43
Kensico Capital Management
Connecticut
$26.2M +$6.48M +279,282 +33%
ESBC
44
E.S. Barr & Co
Kentucky
$26.1M +$591K +25,471 +2%
FRM
45
Foundation Resource Management
Arkansas
$24.9M -$2.04K -88 -0%
TCIM
46
TIAA CREF Investment Management
New York
$24.3M +$1.95M +83,862 +9%
Goldman Sachs
47
Goldman Sachs
New York
$23.3M +$730K +31,432 +3%
WOC
48
West Oak Capital
California
$23.1M
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$22M -$2.46M -106,127 -10%
AQR Capital Management
50
AQR Capital Management
Connecticut
$20.7M +$5.43M +233,692 +36%