Jefferies Financial Group
431 hedge funds and large institutions have $6.18B invested in Jefferies Financial Group in 2015 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 153 reducing their positions, and 35 closing their positions.
31% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 35
29% more funds holding in top 10
Funds holding in top 10: 21 → 27 (+6)
2% more funds holding
Funds holding: 423 → 431 (+8)
1% more capital inflows, than outflows
Capital inflows: $270M | Capital outflows: $268M
0.02% less ownership
Funds ownership: 69.49% → 69.47% (-0.02%)
3% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 153
37% less call options, than puts
Call options by funds: $8.59M | Put options by funds: $13.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Putnam Investments
Boston,
Massachusetts
|
+$24.9M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$21.2M |
| 3 |
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$20M |
| 4 |
River Road Asset Management
Louisville,
Kentucky
|
+$18.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Fairholme Capital Management
South Miami,
Florida
|
-$35.4M |
| 2 |
Bank of New York Mellon
New York
|
-$22.8M |
| 3 |
RRC
Red Rocks Capital
Denver,
Colorado
|
-$19.8M |
| 4 |
D.E. Shaw & Co
New York
|
-$14.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$13.5M |
JEF Hedge Fund Activity: Q2 2015 in Review
431 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q2 2015, worth a combined $6.18B — up 8.8% from $5.68B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new JEF positions and 35 closed out — a net gain of 11 holders — while 148 added to existing stakes and 153 trimmed.
The largest buyer was Putnam Investments, adding an estimated $24.9M. The largest seller was Fairholme Capital Management, cutting an estimated $35.4M.
- 431 institutional investors held Jefferies Financial Group (JEF) as of Q2 2015, up from 423 in Q1 2015.
- Funds reported $6.18B of Jefferies Financial Group stock for Q2 2015, up 8.8% quarter-over-quarter.
- 46 funds opened new Jefferies Financial Group positions in Q2 2015 and 35 closed out, a net change of +11 holders.
- The largest Jefferies Financial Group buyer in Q2 2015 was Putnam Investments, an estimated $24.9M added.
- The largest Jefferies Financial Group seller in Q2 2015 was Fairholme Capital Management, an estimated $35.4M sold.
Based on aggregated 13F filings for Q2 2015.