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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
BIM
76
Bogle Investment Management
Massachusetts
$13.1M +$11.7M +507,015 +1,158%
ESBC
77
E.S. Barr & Co
Kentucky
$12.9M -$619K -26,818 -5%
AAMU
78
Amundi Asset Management US
Massachusetts
$12.9M +$12.5M +543,230 New
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$12.8M
CSC
80
Cove Street Capital
California
$12.8M
TD Asset Management
81
TD Asset Management
Ontario, Canada
$12.4M -$776K -33,667 -6%
MAA
82
Mraz Amerine & Associates
California
$11.8M -$257K -11,133 -2%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$11.8M -$222K -9,607 -2%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$11.5M +$10.8M +469,724 +3,355%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$11.5M +$1.7M +73,825 +18%
TA
86
Teachers Advisors
New York
$11.5M -$215K -9,312 -2%
AIM
87
Artemis Investment Management
United Kingdom
$11.4M +$4.13M +179,158 +60%
PAM
88
Panagora Asset Management
Massachusetts
$10.8M -$8.78M -380,705 -46%
PP
89
Prospector Partners
Connecticut
$10.7M -$258K -11,171 -2%
UBS Group
90
UBS Group
Switzerland
$10.4M +$2.71M +117,399 +37%
Nomura Holdings
91
Nomura Holdings
Japan
$10.1M +$8.76M +379,666 +818%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.91M +$326K +14,138 +4%
PA
93
Pastel & Associes
France
$9.75M -$2.69M -116,656 -22%
HI
94
HBK Investments
Texas
$9.37M +$863K +37,424 +10%
Barclays
95
Barclays
United Kingdom
$9.19M +$6.19M +268,204 +224%
LI
96
Lafayette Investments
Maryland
$9.18M +$10.8K +467 +0.1%
HK
97
Horizon Kinetics
New York
$8.89M -$1.16M -50,121 -12%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$8.84M +$866K +37,536 +11%
SCA
99
Secor Capital Advisors
New York
$8.5M +$8.26M +358,302 New
Arrowstreet Capital
100
Arrowstreet Capital
Massachusetts
$8.45M +$1.38M +60,050 +20%

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.