Jefferies Financial Group
423 hedge funds and large institutions have $5.73B invested in Jefferies Financial Group in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 162 increasing their positions, 152 reducing their positions, and 33 closing their positions.
1.12% more ownership
Funds ownership: 76.51% → 77.63% (+1.1%)
7% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 152
3% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 33
1% more capital invested
Capital invested by funds: $5.66B → $5.73B (+$65.4M)
1% less funds holding
Funds holding: 429 → 423 (-6)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
76% less call options, than puts
Call options by funds: $4.58M | Put options by funds: $19.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$104M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$66.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.3M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$15M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$42.7M |
| 2 |
D.E. Shaw & Co
New York
|
-$36.7M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$31.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$28.2M |
| 5 |
FCM
Fairholme Capital Management
South Miami,
Florida
|
-$15.8M |
JEF Hedge Fund Activity: Q1 2015 in Review
423 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2015, worth a combined $5.73B — up 1.2% from $5.66B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new JEF positions and 33 closed out — a net gain of 1 holder — while 162 added to existing stakes and 152 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $104M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $42.7M.
- 423 institutional investors held Jefferies Financial Group (JEF) as of Q1 2015, down from 429 in Q4 2014.
- Funds reported $5.73B of Jefferies Financial Group stock for Q1 2015, up 1.2% quarter-over-quarter.
- 34 funds opened new Jefferies Financial Group positions in Q1 2015 and 33 closed out, a net change of +1 holder.
- The largest Jefferies Financial Group buyer in Q1 2015 was Bank of New York Mellon, an estimated $104M added.
- The largest Jefferies Financial Group seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $42.7M sold.
Based on aggregated 13F filings for Q1 2015.