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Jefferies Financial Group
JEF

Overview Fund Activity

400 hedge funds and large institutions have $4.61B invested in Jefferies Financial Group in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
10.69%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
42
Increased
145
Reduced
130
Closed
48
Calls
$8.08M
Puts
$5.28M
Net Calls
+$2.8M
Net Calls Change
+$20M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$85.7M
3
LPU
Lansdowne Partners (UK)
United Kingdom
+$30.5M
4
FPA
First Pacific Advisors
California
+$28M
5
ACM
Ashe Capital Management
New Jersey
+$17.2M

Top Sellers

1
SCM
Scopia Capital Management
New York
-$88.3M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$20.9M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$18.9M
4
MA
Marshfield Associates
District of Columbia
-$17.8M
5
Morgan Stanley
Morgan Stanley
New York
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
226
Mutual of America Capital Management
New York
$681K +$36.3K +2,341 +6%
Citigroup
227
Citigroup
New York
$677K -$282K -18,190 -29%
Squarepoint
228
Squarepoint
New York
$663K -$543K -34,968 -45%
NMERB
229
New Mexico Educational Retirement Board
New Mexico
$657K – – –
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$653K +$545K +35,139 +506%
EP
231
Elkhorn Partners
Nebraska
$652K – – –
Skandinaviska Enskilda Banken (SEB)
232
Skandinaviska Enskilda Banken (SEB)
Sweden
$637K – – –
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$622K +$12.5K +804 +2%
Rafferty Asset Management
234
Rafferty Asset Management
New York
$614K -$137K -8,846 -18%
I2I
235
Insight 2811 Inc
Illinois
$606K -$31.2K -2,010 -5%
LS
236
Livforsakringsbolaget Skandia
Sweden
$579K – – –
IRF
237
IBM Retirement Fund
New York
$576K +$699 +45 +0.1%
CTI
238
Community Trust & Investment
Kentucky
$572K – – –
WAM
239
World Asset Management
Michigan
$572K +$8.14K +525 +1%
SAM
240
Securian Asset Management
Minnesota
$561K +$6.15K +396 +1%
ClearBridge Investments
241
ClearBridge Investments
New York
$555K – – –
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
$551K +$32.1K +2,067 +6%
BFA
243
Bragg Financial Advisors
North Carolina
$540K -$39.1K -2,522 -7%
RC
244
Roundview Capital
New Jersey
$529K -$463K -29,828 -47%
UR
245
USCA RIA
Texas
$526K +$16.3K +1,050 +3%
Truist Financial
246
Truist Financial
North Carolina
$521K -$219K -14,107 -30%
Zurich Cantonal Bank
247
Zurich Cantonal Bank
Switzerland
$519K -$24.9K -1,605 -5%
PP
248
Paloma Partners
Connecticut
$514K +$514K +33,160 New
SS
249
Sunbelt Securities
Texas
$506K +$5.91K +381 +1%
KRS
250
Kentucky Retirement Systems
Kentucky
$491K -$39.3K -2,536 -7%
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