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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
FRM
51
Foundation Resource Management
Arkansas
$21.6M -$2.01M -87,127 -9%
PCI
52
Pacifica Capital Investments
Texas
$21M -$201K -8,720 -1%
Millennium Management
53
Millennium Management
New York
$19.9M +$5.4M +234,118 +39%
PI
54
PineBridge Investments
New York
$19.3M -$1.36M -58,824 -7%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$19.3M -$5.18M -224,674 -22%
Boston Partners
56
Boston Partners
Massachusetts
$19.1M +$3.1M +134,618 +20%
PPA
57
Parametric Portfolio Associates
Washington
$18.6M +$121K +5,234 +0.7%
Bank of America
58
Bank of America
North Carolina
$18.5M -$3.6M -155,916 -17%
Renaissance Technologies
59
Renaissance Technologies
New York
$18M +$8.07M +350,091 +85%
ICM
60
Intrepid Capital Management
Florida
$18M +$539K +23,376 +3%
SBCM
61
Schwerin Boyle Capital Management
Massachusetts
$16.8M -$103K -4,468 -0.6%
AllianceBernstein
62
AllianceBernstein
Tennessee
$16.4M +$1.76M +76,521 +12%
PI
63
PGGM Investments
Netherlands
$15.8M -$5.07M -219,740 -25%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$15.4M -$105K -4,573 -0.7%
EBSAM
65
Eubel Brady & Suttman Asset Management
Ohio
$15.4M -$484K -20,995 -3%
RR
66
Robotti Robert
$15.3M -$265K -11,469 -2%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$15.2M -$4.16M -180,499 -22%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$14.7M +$6.61M +286,632 +86%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$14.7M +$148K +6,399 +1%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$14.4M +$96.1K +4,165 +0.7%
CS
71
Credit Suisse
Switzerland
$14.3M +$1.48M +64,252 +12%
GCM
72
GoodHaven Capital Management
New Jersey
$13.9M -$25.3K -1,098 -0.2%
IR
73
IAT Reinsurance
New York
$13.5M
Asset Management One
74
Asset Management One
Japan
$13.3M -$1.43M -61,829 -10%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$13.3M -$73.7K -3,195 -0.6%

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.