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Jefferies Financial Group
JEF

Overview Fund Activity

429 hedge funds and large institutions have $6.03B invested in Jefferies Financial Group in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 147 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+8
Holders Change %
+1.9%
% of All Funds
13.92%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
40
Increased
156
Reduced
147
Closed
30
Calls
$17.8M
Puts
$38.7M
Net Calls
-$20.9M
Net Calls Change
-$9.18M

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$123M
2
JHIU
2
Janus Henderson Investors US
Colorado
$50.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$554M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$43.6M
5
SI
5
Sentry Investments
Ontario, Canada
$42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.5M
2
AR
2
Advisory Research
Illinois
$68.1M
3
HCM
3
Highbridge Capital Management
New York
$0
4
First Manhattan
4
First Manhattan
New York
$215M
5
BA
5
BlackRock Advisors
Delaware
$101K
Name Holding Trade Value Shares
Change 		Shares
Change %
V
251
Veritable
Delaware
$810K +$268K +10,972 +49%
GCP
252
GSA Capital Partners
United Kingdom
$804K -$1.36M -55,813 -63%
OA
253
OFI Advisors
Pennsylvania
$788K +$54.2K +2,222 +7%
MHC
254
Meyer Handelman Company
New York
$787K – – –
Jennison Associates
255
Jennison Associates
New York
$783K -$1.61M -65,977 -67%
SAM
256
Securian Asset Management
Minnesota
$773K +$56.2K +2,303 +8%
ISL
257
Ingalls & Snyder LLC
New York
$760K -$13.6K -559 -2%
FCBT
258
First Citizens Bank & Trust
North Carolina
$759K -$24.8K -1,017 -3%
OPERF
259
Oregon Public Employees Retirement Fund
Oregon
$750K +$3.46K +142 +0.5%
FA
260
FDx Advisors
Illinois
$747K +$20K +819 +3%
PI
261
Placemark Investments
Illinois
$721K -$15.6K -641 -2%
MCM
262
Manchester Capital Management
Vermont
$718K – – –
KRS
263
Kentucky Retirement Systems
Kentucky
$709K +$709K +29,081 New
ClearBridge Investments
264
ClearBridge Investments
New York
$708K – – –
DI
265
Dalton Investments
Nevada
$681K – – –
GS
266
Gagnon Securities
New York
$680K +$680K +27,907 New
WT
267
Wilmington Trust
Delaware
$675K -$269K -11,032 -29%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$665K +$68K +2,786 +11%
PGIM
269
Pacific Global Investment Management
California
$664K +$286K +11,735 +76%
CIBC World Market
270
CIBC World Market
Ontario, Canada
$654K +$654K +26,811 New
UR
271
USCA RIA
Texas
$640K +$54.4K +2,234 +9%
Millennium Management
272
Millennium Management
New York
$623K -$2.24M -92,060 -78%
ProShare Advisors
273
ProShare Advisors
Maryland
$623K -$835K -34,243 -57%
FDCC
274
Foster Dykema Cabot & Co
Massachusetts
$621K -$172K -7,037 -22%
CHA
275
Cedar Hill Associates
Illinois
$621K -$16.3K -670 -3%
9 10
11
12 13