We are live on ! Find out more
JEF icon

Jefferies Financial Group

486 hedge funds and large institutions have $7.1B invested in Jefferies Financial Group in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 157 increasing their positions, 166 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 29

57% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.96M

11% more funds holding

Funds holding: 438486 (+48)

4% more capital invested

Capital invested by funds: $6.79B → $7.1B (+$305M)

0.54% more ownership

Funds ownership: 83.81%84.35% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

5% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 166

Holders
486
Holders Change
+48
Holders Change %
+10.96%
% of All Funds
11.02%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
77
Increased
157
Reduced
166
Closed
29
Calls
$15.6M
Puts
$9.96M
Net Calls
+$5.67M
Net Calls Change
-$4.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$865M -$9.33M -404,551 -1%
BlackRock
2
BlackRock
New York
$561M +$10.1M +438,194 +2%
FPA
3
First Pacific Advisors
California
$511M +$451K +19,542 +0.1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$402M +$5.19M +225,003 +1%
State Street
5
State Street
Massachusetts
$394M +$8.34M +361,507 +2%
Baillie Gifford & Co
6
Baillie Gifford & Co
United Kingdom
$369M -$2.7M -117,006 -0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$266M -$36.1M -1,566,663 -12%
AL
8
AJO LP
Pennsylvania
$175M +$103M +4,446,894 +151%
Canada Life
9
Canada Life
Manitoba, Canada
$150M +$6.1M +264,551 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$124M +$3.29M +142,675 +3%
SCM
11
Sterling Capital Management
North Carolina
$120M -$201K -8,713 -0.2%
Capital Research Global Investors
12
Capital Research Global Investors
California
$115M -$89M -3,857,769 -44%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$95.5M +$2.07M +89,903 +2%
Northern Trust
14
Northern Trust
Illinois
$95.4M -$2.1M -90,948 -2%
AVC
15
Arlington Value Capital
Utah
$95.1M -$1.67M -72,289 -2%
Goldman Sachs
16
Goldman Sachs
New York
$85.1M +$1.42M +61,370 +2%
BMO
17
Beck Mack & Oliver
New York
$83.7M -$5.84M -253,294 -7%
RL
18
Ruffer LLP
United Kingdom
$79.2M +$2.52M +109,354 +3%
BAM
19
Burgundy Asset Management
Ontario, Canada
$78.9M +$627K +27,166 +0.8%
BIP
20
Brandes Investment Partners
California
$74.3M -$2.1M -91,227 -3%
Principal Financial Group
21
Principal Financial Group
Iowa
$70.4M -$12M -521,158 -15%
First Manhattan
22
First Manhattan
New York
$65.8M -$2.64M -114,562 -4%
GC
23
Guggenheim Capital
Illinois
$56.7M +$1.01M +43,697 +2%
Norges Bank
24
Norges Bank
Norway
$56.5M
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$53M +$165K +7,156 +0.3%

JEF Hedge Fund Activity: Q4 2017 in Review

486 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Jefferies Financial Group (JEF) for Q4 2017, worth a combined $7.1B — up 4.5% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JEF positions and 29 closed out — a net gain of 48 holders — while 157 added to existing stakes and 166 trimmed.

The largest buyer was AJO LP, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $89M.

  • 486 institutional investors held Jefferies Financial Group (JEF) as of Q4 2017, up from 438 in Q3 2017.
  • Funds reported $7.1B of Jefferies Financial Group stock for Q4 2017, up 4.5% quarter-over-quarter.
  • 77 funds opened new Jefferies Financial Group positions in Q4 2017 and 29 closed out, a net change of +48 holders.
  • The largest Jefferies Financial Group buyer in Q4 2017 was AJO LP, an estimated $103M added.
  • The largest Jefferies Financial Group seller in Q4 2017 was Capital Research Global Investors, an estimated $89M sold.

Based on aggregated 13F filings for Q4 2017.