Jefferies Financial Group
424 hedge funds and large institutions have $6.13B invested in Jefferies Financial Group in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 183 increasing their positions, 121 reducing their positions, and 39 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 121
15% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 39
0.57% more ownership
Funds ownership: 70.28% → 70.86% (+0.57%)
0% more funds holding
Funds holding: 422 → 424 (+2)
4% less capital invested
Capital invested by funds: $6.41B → $6.13B (-$284M)
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
76% less call options, than puts
Call options by funds: $10.1M | Put options by funds: $42.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$68.7M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$61.9M |
| 3 |
D.E. Shaw & Co
New York
|
+$21.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.7M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$64.8M |
| 2 |
MA
Marshfield Associates
Washington,
District of Columbia
|
-$62.2M |
| 3 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$48.5M |
| 4 |
HK
Horizon Kinetics
New York
|
-$42.3M |
| 5 |
JP
Jana Partners
New York
|
-$13.6M |
JEF Hedge Fund Activity: Q2 2014 in Review
424 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2014, worth a combined $6.13B — down 4.4% from $6.41B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new JEF positions and 39 closed out — a net gain of 6 holders — while 183 added to existing stakes and 121 trimmed.
The largest buyer was Sculptor Capital, opening a new position worth an estimated $68.7M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $64.8M sold.
- 424 institutional investors held Jefferies Financial Group (JEF) as of Q2 2014, up from 422 in Q1 2014.
- Funds reported $6.13B of Jefferies Financial Group stock for Q2 2014, down 4.4% quarter-over-quarter.
- 45 funds opened new Jefferies Financial Group positions in Q2 2014 and 39 closed out, a net change of +6 holders.
- The largest Jefferies Financial Group buyer in Q2 2014 was Sculptor Capital, an estimated $68.7M added.
- The largest Jefferies Financial Group seller in Q2 2014 was Capital Research Global Investors, an estimated $64.8M sold.
Based on aggregated 13F filings for Q2 2014.