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Jefferies Financial Group

486 hedge funds and large institutions have $7.1B invested in Jefferies Financial Group in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 157 increasing their positions, 166 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

57% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.96M

11% more funds holding

Funds holding: 438486 (+48)

4% more capital invested

Capital invested by funds: $6.79B → $7.1B (+$305M)

0.54% more ownership

Funds ownership: 83.81%84.35% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

5% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 166

Holders
486
Holders Change
+48
Holders Change %
+10.96%
% of All Funds
11.02%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
77
Increased
157
Reduced
166
Closed
29
Calls
$15.6M
Puts
$9.96M
Net Calls
+$5.67M
Net Calls Change
-$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$47.8M +$6.85M +297,061 +17%
JP Morgan Chase
27
JP Morgan Chase
New York
$45.4M +$2M +86,664 +5%
Legal & General Group
28
Legal & General Group
United Kingdom
$44.5M -$1.42M -61,365 -3%
Charles Schwab
29
Charles Schwab
California
$44.5M +$1.06M +46,024 +3%
PMG
30
Private Management Group
California
$44.5M -$119K -5,139 -0.3%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$40.4M -$40.7M -1,766,738 -51%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$37.3M -$744K -32,279 -2%
Deutsche Bank
33
Deutsche Bank
Germany
$36.5M +$1.84M +79,656 +5%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$36.4M +$978K +42,395 +3%
American Century Companies
35
American Century Companies
Missouri
$36.1M -$30.1M -1,307,026 -46%
NI
36
Numeric Investors
Massachusetts
$34.1M +$32.2M +1,397,192 +3,344%
Invesco
37
Invesco
Georgia
$33.7M -$2.05M -88,979 -6%
Prudential Financial
38
Prudential Financial
New Jersey
$33.6M +$4.71M +204,222 +17%
TCIM
39
TIAA CREF Investment Management
New York
$31.8M +$3.86M +167,264 +14%
TSW
40
Thompson Siegel & Walmsley
Virginia
$27.3M +$3.75M +162,594 +16%
UBS AM
41
UBS AM
Illinois
$26.7M -$1.68M -72,881 -6%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$25.8M +$11.2M +485,309 +80%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$25.4M -$1.8M -77,942 -7%
First Trust Advisors
44
First Trust Advisors
Illinois
$25.1M +$976K +42,308 +4%
Morgan Stanley
45
Morgan Stanley
New York
$24.8M -$2.9M -125,566 -11%
Ninety One (UK)
46
Ninety One (UK)
United Kingdom
$24.4M -$16.6M -719,416 -41%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$24.3M -$1.78M -77,227 -7%
Wells Fargo
48
Wells Fargo
California
$23.5M -$3.2M -138,548 -12%
WOC
49
West Oak Capital
California
$23.3M
FCM
50
Frontier Capital Management
Massachusetts
$22.8M -$451K -19,575 -2%

JEF Hedge Fund Activity: Q4 2017 in Review

486 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2017, worth a combined $7.1B — up 4.5% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JEF positions and 29 closed out — a net gain of 48 holders — while 157 added to existing stakes and 166 trimmed.

The largest buyer was AJO LP, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $89M.

  • 486 institutional investors held Jefferies Financial Group (JEF) as of Q4 2017, up from 438 in Q3 2017.
  • Funds reported $7.1B of Jefferies Financial Group stock for Q4 2017, up 4.5% quarter-over-quarter.
  • 77 funds opened new Jefferies Financial Group positions in Q4 2017 and 29 closed out, a net change of +48 holders.
  • The largest Jefferies Financial Group buyer in Q4 2017 was AJO LP, an estimated $103M added.
  • The largest Jefferies Financial Group seller in Q4 2017 was Capital Research Global Investors, an estimated $89M sold.

Based on aggregated 13F filings for Q4 2017.