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Jefferies Financial Group
JEF

421 hedge funds and large institutions have $5.69B invested in Jefferies Financial Group in 2013 Q2 according to their latest regulatory filings, with 421 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

66.7% more ownership

Funds ownership: 0% → 66.7% (+67%)

40% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $29.3M

Holders
421
Holders Change
+421
Holders Change %
–
% of All Funds
13.74%
Holding in Top 10
20
Holding in Top 10 Change
+20
Holding in Top 10 Change %
% of All Funds
0.65%
New
421
Increased
–
Reduced
–
Closed
–
Calls
$17.5M
Puts
$29.3M
Net Calls
-$11.8M
Net Calls Change
-$11.8M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$512M +$573M +21,802,851 New
FCM
2
Fairholme Capital Management
Florida
$489M +$548M +20,851,193 New
State Street
3
State Street
Massachusetts
$326M +$365M +13,888,823 New
HK
4
Horizon Kinetics
New York
$261M +$292M +11,119,818 New
Capital World Investors
5
Capital World Investors
California
$256M +$287M +10,913,640 New
First Manhattan
6
First Manhattan
New York
$225M +$250M +9,508,126 New
BIT
7
BlackRock Institutional Trust
California
$206M +$231M +8,782,778 New
BMO
8
Beck Mack & Oliver
New York
$198M +$221M +8,418,804 New
Principal Financial Group
9
Principal Financial Group
Iowa
$152M +$170M +6,481,016 New
TAM
10
Third Avenue Management
New York
$152M +$170M +6,479,909 New
Northern Trust
11
Northern Trust
Illinois
$103M +$116M +4,396,992 New
SCM
12
Sterling Capital Management
North Carolina
$101M +$113M +4,311,912 New
BFA
13
BlackRock Fund Advisors
California
$87.4M +$97.8M +3,722,062 New
CWAM
14
Columbia Wanger Asset Management
Illinois
$85.2M +$95.4M +3,630,107 New
BAM
15
Burgundy Asset Management
Ontario, Canada
$84.1M +$94.2M +3,585,143 New
AR
16
Advisory Research
Illinois
$83.6M +$93.6M +3,560,051 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$82.6M +$92.5M +3,521,273 New
Norges Bank
18
Norges Bank
Norway
$70.9M +$79.4M +3,019,579 New
Bank of America
19
Bank of America
North Carolina
$69.6M +$77.9M +2,963,976 New
Canada Life
20
Canada Life
Manitoba, Canada
$62.3M +$69.6M +2,648,941 New
MA
21
Marshfield Associates
District of Columbia
$61.2M +$68.5M +2,606,016 New
Capital Research Global Investors
22
Capital Research Global Investors
California
$60.3M +$67.5M +2,568,616 New
Morgan Stanley
23
Morgan Stanley
New York
$53.3M +$59.6M +2,269,143 New
BG
24
BlackRock Group
United Kingdom
$52.6M +$58.9M +2,240,562 New
ACM
25
AKRE Capital Management
Virginia
$52.4M +$58.7M +2,234,256 New
1
2 3 4 5

JEF Hedge Fund Activity: Q2 2013 in Review

421 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2013, worth a combined $5.69B.

Buyers outnumbered sellers: 421 funds opened new JEF positions and 0 closed out — a net gain of 421 holders — while 0 added to existing stakes and 0 trimmed.

  • 421 institutional investors held Jefferies Financial Group (JEF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $5.69B of Jefferies Financial Group stock for Q2 2013.
  • 421 funds opened new Jefferies Financial Group positions in Q2 2013 and 0 closed out, a net change of +421 holders.

Based on aggregated 13F filings for Q2 2013.