Jefferies Financial Group
429 hedge funds and large institutions have $5.66B invested in Jefferies Financial Group in 2014 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 171 increasing their positions, 139 reducing their positions, and 35 closing their positions.
49% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 35
23% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 139
10% more funds holding in top 10
Funds holding in top 10: 21 → 23 (+2)
4.75% more ownership
Funds ownership: 71.76% → 76.51% (+4.7%)
3% more funds holding
Funds holding: 415 → 429 (+14)
0% more capital invested
Capital invested by funds: $5.64B → $5.66B (+$14.3M)
78% less call options, than puts
Call options by funds: $9.52M | Put options by funds: $42.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$205M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$153M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$39.1M |
| 4 |
AVC
Arlington Value Capital
Salt Lake City,
Utah
|
+$35.8M |
| 5 |
BCM
Becker Capital Management
Portland,
Oregon
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
-$171M |
| 2 |
SFM
Soros Fund Management
New York
|
-$102M |
| 3 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$89.1M |
| 4 |
SC
Sculptor Capital
New York
|
-$49.2M |
| 5 |
HK
Horizon Kinetics
New York
|
-$43.5M |
JEF Hedge Fund Activity: Q4 2014 in Review
429 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2014, worth a combined $5.66B — up 0.25% from $5.64B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new JEF positions and 35 closed out — a net gain of 17 holders — while 171 added to existing stakes and 139 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $205M. The largest seller was Jana Partners, exiting entirely with an estimated $171M sold.
- 429 institutional investors held Jefferies Financial Group (JEF) as of Q4 2014, up from 415 in Q3 2014.
- Funds reported $5.66B of Jefferies Financial Group stock for Q4 2014, up 0.25% quarter-over-quarter.
- 52 funds opened new Jefferies Financial Group positions in Q4 2014 and 35 closed out, a net change of +17 holders.
- The largest Jefferies Financial Group buyer in Q4 2014 was Bank of New York Mellon, an estimated $205M added.
- The largest Jefferies Financial Group seller in Q4 2014 was Jana Partners, an estimated $171M sold.
Based on aggregated 13F filings for Q4 2014.