Jefferies Financial Group
429 hedge funds and large institutions have $6.18B invested in Jefferies Financial Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 38 closing their positions.
194% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $3.61M
58% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 38
25% more funds holding in top 10
Funds holding in top 10: 20 → 25 (+5)
23% more capital invested
Capital invested by funds: $5.01B → $6.18B (+$1.17B)
3% more funds holding
Funds holding: 416 → 429 (+13)
0.99% more ownership
Funds ownership: 81.51% → 82.51% (+0.99%)
26% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$85.7M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$72.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$32.5M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$25.6M |
| 5 |
State Street
Boston,
Massachusetts
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$84.1M |
| 2 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
-$70.5M |
| 3 |
AVC
Arlington Value Capital
Salt Lake City,
Utah
|
-$37.3M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$22.6M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$17M |
JEF Hedge Fund Activity: Q4 2016 in Review
429 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2016, worth a combined $6.18B — up 23% from $5.01B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new JEF positions and 38 closed out — a net gain of 22 holders — while 129 added to existing stakes and 174 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $85.7M. The largest seller was Burgundy Asset Management, cutting an estimated $84.1M.
- 429 institutional investors held Jefferies Financial Group (JEF) as of Q4 2016, up from 416 in Q3 2016.
- Funds reported $6.18B of Jefferies Financial Group stock for Q4 2016, up 23% quarter-over-quarter.
- 60 funds opened new Jefferies Financial Group positions in Q4 2016 and 38 closed out, a net change of +22 holders.
- The largest Jefferies Financial Group buyer in Q4 2016 was Bank of New York Mellon, an estimated $85.7M added.
- The largest Jefferies Financial Group seller in Q4 2016 was Burgundy Asset Management, an estimated $84.1M sold.
Based on aggregated 13F filings for Q4 2016.