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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
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$8.09M -$115K -4,970 -1%
RRAM
102
River Road Asset Management
Kentucky
$8.04M +$596K +25,861 +8%
CCMH
103
Cornerstone Capital Management Holdings
New York
$7.96M +$2.12M +91,929 +38%
Citadel Advisors
104
Citadel Advisors
Florida
$7.63M +$5.76M +249,924 +347%
RAM
105
RK Asset Management
Michigan
$7.58M +$172K +7,478 +2%
AQR Capital Management
106
AQR Capital Management
Connecticut
$7.31M +$6.21M +269,040 +684%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$7.2M -$118K -5,102 -2%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$7.05M -$254K -11,034 -4%
Two Sigma Investments
109
Two Sigma Investments
New York
$6.76M +$2.8M +121,577 +74%
Squarepoint
110
Squarepoint
New York
$6.38M +$864K +37,482 +16%
AP
111
AHL Partners
United Kingdom
$6.36M +$5.86M +254,125 +1,783%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$6.35M -$222K -9,633 -3%
GLA
113
Great Lakes Advisors
Illinois
$6.32M -$87.1K -3,778 -1%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$6.27M +$576K +24,976 +10%
ARTA
115
A.R.T. Advisors
New York
$6.26M +$6.09M +264,201 New
TAM
116
Tocqueville Asset Management
New York
$6.19M -$15.4K -667 -0.3%
AIG
117
American International Group
New York
$6.14M +$156K +6,749 +3%
LDB
118
Lee, Danner & Bass
Tennessee
$6.07M
AIM
119
Assured Investment Management
New York
$6.01M +$4.07M +176,647 +230%
BCM
120
Bridgeway Capital Management
Texas
$5.76M +$2.79M +120,873 +99%
First Eagle Investment Management
121
First Eagle Investment Management
New York
$5.59M
CS
122
Candriam SCA
Luxembourg
$5.53M +$5.38M +233,394 New
RJA
123
Raymond James & Associates
Florida
$5.43M -$60.3K -2,614 -1%
RA
124
Royce & Associates
New York
$5.33M -$115K -5,002 -2%
ACI
125
AMP Capital Investors
Australia
$5.19M -$417K -18,088 -8%

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.