Jefferies Financial Group
423 hedge funds and large institutions have $4.45B invested in Jefferies Financial Group in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 38 closing their positions.
45% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 38
3% more funds holding
Funds holding: 409 → 423 (+14)
3% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 146
1.17% less ownership
Funds ownership: 80.26% → 79.09% (-1.2%)
15% less capital invested
Capital invested by funds: $5.25B → $4.45B (-$800M)
21% less funds holding in top 10
Funds holding in top 10: 24 → 19 (-5)
79% less call options, than puts
Call options by funds: $3.73M | Put options by funds: $18.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$161M |
| 2 |
AVC
Arlington Value Capital
Salt Lake City,
Utah
|
+$32.1M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$28.7M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$27.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$112M |
| 2 |
FCM
Fairholme Capital Management
South Miami,
Florida
|
-$106M |
| 3 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$68.5M |
| 4 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
-$66.9M |
| 5 |
RL
Ruffer LLP
London,
United Kingdom
|
-$46.8M |
JEF Hedge Fund Activity: Q4 2015 in Review
423 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2015, worth a combined $4.45B — down 15% from $5.25B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new JEF positions and 38 closed out — a net gain of 17 holders — while 142 added to existing stakes and 146 trimmed.
The largest buyer was First Pacific Advisors, adding an estimated $161M. The largest seller was Putnam Investments, exiting entirely with an estimated $112M sold.
- 423 institutional investors held Jefferies Financial Group (JEF) as of Q4 2015, up from 409 in Q3 2015.
- Funds reported $4.45B of Jefferies Financial Group stock for Q4 2015, down 15% quarter-over-quarter.
- 55 funds opened new Jefferies Financial Group positions in Q4 2015 and 38 closed out, a net change of +17 holders.
- The largest Jefferies Financial Group buyer in Q4 2015 was First Pacific Advisors, an estimated $161M added.
- The largest Jefferies Financial Group seller in Q4 2015 was Putnam Investments, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2015.