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Jefferies Financial Group
JEF

429 hedge funds and large institutions have $6.03B invested in Jefferies Financial Group in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

6% more capital invested

Capital invested by funds: $5.69B → $6.03B (+$337M)

2% more funds holding

Funds holding: 421 → 429 (+8)

6% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 147

0.45% more ownership

Funds ownership: 66.7% → 67.15% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

54% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $38.7M

Holders
429
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
13.91%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
40
Increased
156
Reduced
147
Closed
30
Calls
$17.8M
Puts
$38.7M
Net Calls
-$20.9M
Net Calls Change
-$9.18M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
+$34.9M
2
JHIU
Janus Henderson Investors US
Colorado
+$26.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$22.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$21.8M
5
SI
Sentry Investments
Ontario, Canada
+$16.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$24.4M
2
AR
Advisory Research
Illinois
-$18.3M
3
HCM
Highbridge Capital Management
New York
-$17.5M
4
First Manhattan
First Manhattan
New York
-$16.5M
5
BA
BlackRock Advisors
Delaware
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
151
Arrowstreet Capital
Massachusetts
$3.06M +$3M +125,479 New
Korea Investment Corp
152
Korea Investment Corp
South Korea
$2.94M +$2.89M +120,650 New
TSU
153
TD Securities (USA)
New York
$2.92M +$179K +7,490 +7%
NFA
154
Nationwide Fund Advisors
Ohio
$2.92M -$122K -5,096 -4%
CA
155
Commerzbank Aktiengesellschaft
Germany
$2.89M -$228K -9,533 -7%
MLIM
156
Mountain Lake Investment Management
Florida
$2.87M – – –
Public Sector Pension Investment Board (PSP Investments)
157
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.85M +$80.2K +3,351 +3%
PG
158
PEAK6 Group
Illinois
$2.75M +$4.51M +188,400 +504%
US Bancorp
159
US Bancorp
Minnesota
$2.73M -$949K -39,635 -26%
Aviva
160
Aviva
United Kingdom
$2.72M +$708K +29,573 +36%
NCMW
161
Northern Capital Management (Wisconsin)
Wisconsin
$2.7M +$1.21M +50,399 +84%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.64M +$542K +22,616 +26%
IG
163
ING Group
Netherlands
$2.63M +$9.63K +402 +0.4%
Ninety One (UK)
164
Ninety One (UK)
United Kingdom
$2.63M – – –
VIM
165
Veritas Investment Management
United Kingdom
$2.52M -$837K -34,954 -25%
Nomura Holdings
166
Nomura Holdings
Japan
$2.52M +$1.52M +63,514 +160%
ASRS
167
Arizona State Retirement System
Arizona
$2.51M +$77.6K +3,239 +3%
HIMCH
168
Hartford Investment Management Co (HIMCO)
Connecticut
$2.5M +$3.14K +131 +0.1%
FAF
169
Fjarde Ap-fonden
Sweden
$2.48M -$278K -11,594 -10%
TCM
170
Twin Capital Management
Pennsylvania
$2.43M -$57.5K -2,402 -2%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$2.41M +$2.37M +98,788 New
RC
172
Roundview Capital
New Jersey
$2.34M +$9.36K +391 +0.4%
EIM
173
ExxonMobil Investment Management
Texas
$2.27M +$35.7K +1,493 +2%
USAA
174
United Services Automobile Association
Texas
$2.25M +$99.4K +4,152 +5%
GIA
175
Gargoyle Investment Advisor
New Jersey
$2.24M +$93.6K +3,910 +4%
5 6
7
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JEF Hedge Fund Activity: Q3 2013 in Review

429 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2013, worth a combined $6.03B — up 5.9% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JEF positions and 30 closed out — a net gain of 10 holders — while 156 added to existing stakes and 147 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $34.9M. The largest seller was Morgan Stanley, cutting an estimated $24.4M.

  • 429 institutional investors held Jefferies Financial Group (JEF) as of Q3 2013, up from 421 in Q2 2013.
  • Funds reported $6.03B of Jefferies Financial Group stock for Q3 2013, up 5.9% quarter-over-quarter.
  • 40 funds opened new Jefferies Financial Group positions in Q3 2013 and 30 closed out, a net change of +10 holders.
  • The largest Jefferies Financial Group buyer in Q3 2013 was Burgundy Asset Management, an estimated $34.9M added.
  • The largest Jefferies Financial Group seller in Q3 2013 was Morgan Stanley, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2013.