Jefferies Financial Group
417 hedge funds and large institutions have $5B invested in Jefferies Financial Group in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 120 increasing their positions, 148 reducing their positions, and 32 closing their positions.
193% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $3.7M
66% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 32
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
9% more capital invested
Capital invested by funds: $4.61B → $5B (+$392M)
4% more funds holding
Funds holding: 400 → 417 (+17)
0.6% less ownership
Funds ownership: 82.11% → 81.51% (-0.6%)
19% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$27.7M |
| 2 |
Morgan Stanley
New York
|
+$22.4M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$21.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$10.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$30.5M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$29.4M |
| 3 |
Bank of New York Mellon
New York
|
-$28M |
| 4 |
SCM
Scopia Capital Management
New York
|
-$25.4M |
| 5 |
First Manhattan
New York
|
-$19.2M |
JEF Hedge Fund Activity: Q3 2016 in Review
417 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q3 2016, worth a combined $5B — up 8.5% from $4.61B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new JEF positions and 32 closed out — a net gain of 21 holders — while 120 added to existing stakes and 148 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $27.7M. The largest seller was Lansdowne Partners (UK), exiting entirely with an estimated $30.5M sold.
- 417 institutional investors held Jefferies Financial Group (JEF) as of Q3 2016, up from 400 in Q2 2016.
- Funds reported $5B of Jefferies Financial Group stock for Q3 2016, up 8.5% quarter-over-quarter.
- 53 funds opened new Jefferies Financial Group positions in Q3 2016 and 32 closed out, a net change of +21 holders.
- The largest Jefferies Financial Group buyer in Q3 2016 was T. Rowe Price Associates, an estimated $27.7M added.
- The largest Jefferies Financial Group seller in Q3 2016 was Lansdowne Partners (UK), an estimated $30.5M sold.
Based on aggregated 13F filings for Q3 2016.