Jefferies Financial Group
447 hedge funds and large institutions have $7.01B invested in Jefferies Financial Group in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 132 increasing their positions, 181 reducing their positions, and 34 closing their positions.
592% more call options, than puts
Call options by funds: $18.4M | Put options by funds: $2.66M
79% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 34
13% more capital invested
Capital invested by funds: $6.18B → $7.01B (+$825M)
4% more funds holding
Funds holding: 429 → 447 (+18)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
1.17% more ownership
Funds ownership: 82.51% → 83.68% (+1.2%)
27% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 181
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$473M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$187M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$38.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.7M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$80.8M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$36.5M |
| 3 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$24.8M |
| 4 |
RL
Ruffer LLP
London,
United Kingdom
|
-$24.2M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.7M |
JEF Hedge Fund Activity: Q1 2017 in Review
447 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q1 2017, worth a combined $7.01B — up 13% from $6.18B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new JEF positions and 34 closed out — a net gain of 27 holders — while 132 added to existing stakes and 181 trimmed.
The largest buyer was BlackRock, adding an estimated $473M. The largest seller was Bank of New York Mellon, cutting an estimated $80.8M.
- 447 institutional investors held Jefferies Financial Group (JEF) as of Q1 2017, up from 429 in Q4 2016.
- Funds reported $7.01B of Jefferies Financial Group stock for Q1 2017, up 13% quarter-over-quarter.
- 61 funds opened new Jefferies Financial Group positions in Q1 2017 and 34 closed out, a net change of +27 holders.
- The largest Jefferies Financial Group buyer in Q1 2017 was BlackRock, an estimated $473M added.
- The largest Jefferies Financial Group seller in Q1 2017 was Bank of New York Mellon, an estimated $80.8M sold.
Based on aggregated 13F filings for Q1 2017.