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Jefferies Financial Group
JEF

444 hedge funds and large institutions have $6.34B invested in Jefferies Financial Group in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 135 increasing their positions, 169 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 37

20% more funds holding in top 10

Funds holding in top 10: 20 → 24 (+4)

5% more capital invested

Capital invested by funds: $6.03B → $6.34B (+$313M)

3% more funds holding

Funds holding: 429 → 444 (+15)

0.7% more ownership

Funds ownership: 67.15% → 67.85% (+0.7%)

20% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 169

55% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $38.5M

Holders
444
Holders Change
+15
Holders Change %
+3.5%
% of All Funds
12.89%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.7%
New
53
Increased
135
Reduced
169
Closed
37
Calls
$17.4M
Puts
$38.5M
Net Calls
-$21M
Net Calls Change
-$109K

Top Buyers

1
SFM
Soros Fund Management
New York
+$121M
2
BAM
Burgundy Asset Management
Ontario, Canada
+$34.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$26.3M
4
Deutsche Bank
Deutsche Bank
Germany
+$24.1M
5
SI
Sentry Investments
Ontario, Canada
+$15M

Top Sellers

1
First Manhattan
First Manhattan
New York
-$43M
2
JHIU
Janus Henderson Investors US
Colorado
-$39.4M
3
AR
Advisory Research
Illinois
-$39.3M
4
HK
Horizon Kinetics
New York
-$24.2M
5
FCM
Fairholme Capital Management
Florida
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$588M +$11.3M +446,119 +2%
FCM
2
Fairholme Capital Management
Florida
$509M -$18.3M -722,602 -3%
State Street
3
State Street
Massachusetts
$379M +$14.7M +579,202 +4%
Capital World Investors
4
Capital World Investors
California
$277M – – –
HK
5
Horizon Kinetics
New York
$255M -$24.2M -955,187 -9%
BIT
6
BlackRock Institutional Trust
California
$225M -$3.88M -153,414 -2%
BMO
7
Beck Mack & Oliver
New York
$214M -$629K -24,857 -0.3%
Principal Financial Group
8
Principal Financial Group
Iowa
$183M +$5.43M +214,453 +3%
First Manhattan
9
First Manhattan
New York
$181M -$43M -1,699,592 -19%
TAM
10
Third Avenue Management
New York
$167M +$7.48M +295,780 +5%
BAM
11
Burgundy Asset Management
Ontario, Canada
$162M +$34.4M +1,360,101 +27%
SCM
12
Sterling Capital Management
North Carolina
$127M +$13.8M +544,783 +12%
SFM
13
Soros Fund Management
New York
$121M +$121M +4,783,925 New
Northern Trust
14
Northern Trust
Illinois
$109M +$273K +10,796 +0.3%
BFA
15
BlackRock Fund Advisors
California
$102M +$4.57M +180,545 +5%
CWAM
16
Columbia Wanger Asset Management
Illinois
$87.9M -$4.18M -165,335 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$86.8M -$6.16M -243,663 -7%
BTS
18
BB&T Securities
Virginia
$85.8M -$124K -4,888 -1%
Bank of America
19
Bank of America
North Carolina
$76.6M +$2.62M +103,455 +4%
Canada Life
20
Canada Life
Manitoba, Canada
$72.7M +$414K +16,350 +0.6%
Norges Bank
21
Norges Bank
Norway
$66.5M -$9.84M -388,945 -13%
Capital Research Global Investors
22
Capital Research Global Investors
California
$65.6M -$3.18M -125,566 -5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$65.6M +$3.84M +151,642 +6%
MA
24
Marshfield Associates
District of Columbia
$64M -$1.58M -62,586 -2%
BG
25
BlackRock Group
United Kingdom
$58.6M -$1.87M -73,959 -3%
1
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JEF Hedge Fund Activity: Q4 2013 in Review

444 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2013, worth a combined $6.34B — up 5.2% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JEF positions and 37 closed out — a net gain of 16 holders — while 135 added to existing stakes and 169 trimmed.

The largest buyer was Soros Fund Management, opening a new position worth an estimated $121M. The largest seller was First Manhattan, cutting an estimated $43M.

  • 444 institutional investors held Jefferies Financial Group (JEF) as of Q4 2013, up from 429 in Q3 2013.
  • Funds reported $6.34B of Jefferies Financial Group stock for Q4 2013, up 5.2% quarter-over-quarter.
  • 53 funds opened new Jefferies Financial Group positions in Q4 2013 and 37 closed out, a net change of +16 holders.
  • The largest Jefferies Financial Group buyer in Q4 2013 was Soros Fund Management, an estimated $121M added.
  • The largest Jefferies Financial Group seller in Q4 2013 was First Manhattan, an estimated $43M sold.

Based on aggregated 13F filings for Q4 2013.