Jefferies Financial Group
400 hedge funds and large institutions have $4.18B invested in Jefferies Financial Group in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 99 increasing their positions, 153 reducing their positions, and 32 closing their positions.
131% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 32
59% more call options, than puts
Call options by funds: $8.49M | Put options by funds: $5.34M
27% more capital invested
Capital invested by funds: $3.3B → $4.18B (+$880M)
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
11% more funds holding
Funds holding: 361 → 400 (+39)
4.48% less ownership
Funds ownership: 74.17% → 69.69% (-4.5%)
35% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$34.7M |
| 2 |
Millennium Management
New York
|
+$32.5M |
| 3 |
Goldman Sachs
New York
|
+$19.6M |
| 4 |
D.E. Shaw & Co
New York
|
+$12.4M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$113M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$73.2M |
| 3 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$68.5M |
| 4 |
MCM
Mason Capital Management
New York
|
-$64.6M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$29M |
JEF Hedge Fund Activity: Q4 2020 in Review
400 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2020, worth a combined $4.18B — up 27% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new JEF positions and 32 closed out — a net gain of 42 holders — while 99 added to existing stakes and 153 trimmed.
The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $34.7M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $113M.
- 400 institutional investors held Jefferies Financial Group (JEF) as of Q4 2020, up from 361 in Q3 2020.
- Funds reported $4.18B of Jefferies Financial Group stock for Q4 2020, up 27% quarter-over-quarter.
- 74 funds opened new Jefferies Financial Group positions in Q4 2020 and 32 closed out, a net change of +42 holders.
- The largest Jefferies Financial Group buyer in Q4 2020 was Ceredex Value Advisors, an estimated $34.7M added.
- The largest Jefferies Financial Group seller in Q4 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2020.