Jefferies Financial Group
444 hedge funds and large institutions have $6.34B invested in Jefferies Financial Group in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 135 increasing their positions, 169 reducing their positions, and 37 closing their positions.
43% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 37
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
5% more capital invested
Capital invested by funds: $6.03B → $6.34B (+$313M)
3% more funds holding
Funds holding: 429 → 444 (+15)
0.7% more ownership
Funds ownership: 67.15% → 67.85% (+0.7%)
20% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 169
55% less call options, than puts
Call options by funds: $17.4M | Put options by funds: $38.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
+$121M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$34.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$26.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$24.1M |
| 5 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
-$43M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$39.4M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$39.3M |
| 4 |
HK
Horizon Kinetics
New York
|
-$24.2M |
| 5 |
FCM
Fairholme Capital Management
South Miami,
Florida
|
-$18.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
M
476
MOTCO
San Antonio,
Texas
| – | -$19K | -776 | Closed |
|
|
MCM
477
Mazama Capital Management
Portland,
Oregon
| – | -$12K | -509 | Closed |
|
478
Victory Capital Management
San Antonio,
Texas
| – | -$9K | -370 | Closed |
|
|
MA
479
MUFG Americas
New York
| – | -$7K | -268 | Closed |
|
|
FNBT
480
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$4K | -159 | Closed |
|
|
WA
481
WealthTrust-Arizona
Scottsdale,
Arizona
| – | -$2K | -69 | Closed |
|
JEF Hedge Fund Activity: Q4 2013 in Review
444 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2013, worth a combined $6.34B — up 5.2% from $6.03B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new JEF positions and 37 closed out — a net gain of 16 holders — while 135 added to existing stakes and 169 trimmed.
The largest buyer was Soros Fund Management, opening a new position worth an estimated $121M. The largest seller was First Manhattan, cutting an estimated $43M.
- 444 institutional investors held Jefferies Financial Group (JEF) as of Q4 2013, up from 429 in Q3 2013.
- Funds reported $6.34B of Jefferies Financial Group stock for Q4 2013, up 5.2% quarter-over-quarter.
- 53 funds opened new Jefferies Financial Group positions in Q4 2013 and 37 closed out, a net change of +16 holders.
- The largest Jefferies Financial Group buyer in Q4 2013 was Soros Fund Management, an estimated $121M added.
- The largest Jefferies Financial Group seller in Q4 2013 was First Manhattan, an estimated $43M sold.
Based on aggregated 13F filings for Q4 2013.