Jefferies Financial Group
415 hedge funds and large institutions have $5.64B invested in Jefferies Financial Group in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 158 increasing their positions, 146 reducing their positions, and 33 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
8% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 146
0.91% more ownership
Funds ownership: 70.86% → 71.76% (+0.91%)
2% less funds holding
Funds holding: 424 → 415 (-9)
8% less capital invested
Capital invested by funds: $6.13B → $5.64B (-$484M)
21% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 33
71% less call options, than puts
Call options by funds: $12.3M | Put options by funds: $42.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Marshfield Associates
Washington,
District of Columbia
|
+$53.3M |
| 2 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
|
+$41.5M |
| 3 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$37.3M |
| 4 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$18.9M |
| 5 |
AVC
Arlington Value Capital
Salt Lake City,
Utah
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$59.5M |
| 2 |
HK
Horizon Kinetics
New York
|
-$53.4M |
| 3 |
JP Morgan Chase
New York
|
-$25.7M |
| 4 |
FCM
Fairholme Capital Management
South Miami,
Florida
|
-$15.9M |
| 5 |
SC
Sculptor Capital
New York
|
-$14.7M |
JEF Hedge Fund Activity: Q3 2014 in Review
415 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2014, worth a combined $5.64B — down 7.9% from $6.13B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of JEF and 26 opened new positions — a net loss of 7 holders — while 146 trimmed existing stakes and 158 added.
The largest buyer was Marshfield Associates, opening a new position worth an estimated $53.3M. The largest seller was Norges Bank, cutting an estimated $59.5M.
- 415 institutional investors held Jefferies Financial Group (JEF) as of Q3 2014, down from 424 in Q2 2014.
- Funds reported $5.64B of Jefferies Financial Group stock for Q3 2014, down 7.9% quarter-over-quarter.
- 26 funds opened new Jefferies Financial Group positions in Q3 2014 and 33 closed out, a net change of -7 holders.
- The largest Jefferies Financial Group buyer in Q3 2014 was Marshfield Associates, an estimated $53.3M added.
- The largest Jefferies Financial Group seller in Q3 2014 was Norges Bank, an estimated $59.5M sold.
Based on aggregated 13F filings for Q3 2014.