Jefferies Financial Group
JEF
438 hedge funds and large institutions have $6.79B invested in Jefferies Financial Group in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 175 reducing their positions, and 37 closing their positions.
161% more call options, than puts
Call options by funds: $16M | Put options by funds: $6.14M
11% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 37
0.01% less ownership
Funds ownership: 83.83% → 83.81% (-0.01%)
4% less capital invested
Capital invested by funds: $7.06B → $6.79B (-$270M)
1% less funds holding
Funds holding: 444 → 438 (-6)
13% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 175
21% less funds holding in top 10
Funds holding in top 10: 24 → 19 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$34M |
| 2 |
Goldman Sachs
New York
|
+$30.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$22M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$21.4M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
-$59.3M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$45.5M |
| 3 |
Bank of New York Mellon
New York
|
-$25.9M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$24.5M |
| 5 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$21.9M |
JEF Hedge Fund Activity: Q3 2017 in Review
438 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2017, worth a combined $6.79B — down 3.8% from $7.06B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new JEF positions and 37 closed out — a net gain of 4 holders — while 152 added to existing stakes and 175 trimmed.
The largest buyer was AJO LP, adding an estimated $34M. The largest seller was Ashe Capital Management, cutting an estimated $59.3M.
- 438 institutional investors held Jefferies Financial Group (JEF) as of Q3 2017, down from 444 in Q2 2017.
- Funds reported $6.79B of Jefferies Financial Group stock for Q3 2017, down 3.8% quarter-over-quarter.
- 41 funds opened new Jefferies Financial Group positions in Q3 2017 and 37 closed out, a net change of +4 holders.
- The largest Jefferies Financial Group buyer in Q3 2017 was AJO LP, an estimated $34M added.
- The largest Jefferies Financial Group seller in Q3 2017 was Ashe Capital Management, an estimated $59.3M sold.
Based on aggregated 13F filings for Q3 2017.