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Jefferies Financial Group

429 hedge funds and large institutions have $5.66B invested in Jefferies Financial Group in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 171 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

23% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 139

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4.75% more ownership

Funds ownership: 71.76%76.51% (+4.7%)

3% more funds holding

Funds holding: 415429 (+14)

0% less capital invested

Capital invested by funds: $5.69B → $5.66B (-$20.6M)

78% less call options, than puts

Call options by funds: $9.52M | Put options by funds: $42.8M

Holders
429
Holders Change
+14
Holders Change %
+3.37%
% of All Funds
11.44%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.61%
New
52
Increased
171
Reduced
139
Closed
35
Calls
$9.52M
Puts
$42.8M
Net Calls
-$33.3M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$6.58M -$302K -14,643 -4%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$6.45M +$378K +18,321 +6%
SBCM
103
Schwerin Boyle Capital Management
Massachusetts
$6.43M +$1.05M +50,941 +19%
WA
104
Whitebox Advisors
Minnesota
$6.36M -$188K -9,127 -3%
BCM
105
Boyle Capital Management
Iowa
$6.13M -$32.9K -1,596 -0.5%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$5.84M +$1.09M +53,003 +22%
Ameriprise
107
Ameriprise
Minnesota
$5.65M -$10.8K -524 -0.2%
DCM
108
Dupont Capital Management
Delaware
$5.61M +$603K +29,233 +12%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$5.35M -$53.1K -2,575 -1%
PPA
110
Parametric Portfolio Associates
Washington
$5.34M -$278K -13,487 -5%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$5.09M -$424K -20,534 -7%
HC
112
Hosking & Co
Ireland
$4.83M +$4.97M +240,912 New
LKIM
113
Lawson Kroeker Investment Management
Nebraska
$4.81M -$473K -22,906 -9%
Group One Trading
114
Group One Trading
Illinois
$4.49M +$980K +47,511 +27%
Retirement Systems of Alabama
115
Retirement Systems of Alabama
Alabama
$4.41M -$8.21K -398 -0.2%
APG Asset Management
116
APG Asset Management
Netherlands
$4.39M -$4.01M -194,365 -47%
PC
117
Pecaut & Co
Iowa
$4.26M +$46.1K +2,234 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
118
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.25M +$2.27M +109,925 +108%
SG Americas Securities
119
SG Americas Securities
New York
$4.21M +$2.91M +141,026 +206%
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$4.2M +$19.7K +953 +0.5%
M&T Bank
121
M&T Bank
New York
$3.91M -$369K -17,862 -8%
PAMU
122
Pictet Asset Management (UK)
United Kingdom
$3.82M +$125K +6,073 +3%
RA
123
Royce & Associates
New York
$3.71M
Comerica Bank
124
Comerica Bank
Texas
$3.57M +$1.32M +64,205 +56%
MA
125
Menlo Advisors
California
$3.56M -$104K -5,040 -3%