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.
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: 438 → 486 (+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: 19 → 19 (0)
5% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$103M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$32.2M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$12.5M |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$11.7M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$89M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$40.7M |
| 3 |
Bank of New York Mellon
New York
|
-$36.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$30.1M |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$25M |
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.