JEF icon

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 %
Asset Management One
251
Asset Management One
Japan
$467K – – –
WCM
252
Weik Capital Management
Pennsylvania
$464K -$23K -1,480 -5%
COPPSERS
253
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$463K +$34K +2,188 +8%
CIM
254
Calvert Investment Management
Maryland
$458K +$8.71K +562 +2%
GC
255
Gratus Capital
Georgia
$442K +$442K +28,492 New
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$428K +$4.49K +290 +1%
SEI Investments
257
SEI Investments
Pennsylvania
$427K +$413K +26,594 +3,005%
SIM
258
Sentry Investment Management
Wisconsin
$423K – – –
SIA
259
SeaBridge Investment Advisors
New Jersey
$421K +$10K +646 +2%
ERSOT
260
Employees Retirement System of Texas
Texas
$416K – – –
HighTower Advisors
261
HighTower Advisors
Illinois
$412K -$112K -7,278 -21%
DL
262
Delta Lloyd
Netherlands
$394K – – –
AFWA
263
Ancora Family Wealth Advisors
Ohio
$388K -$341K -22,008 -47%
KBC Group
264
KBC Group
Belgium
$388K – – –
LIA
265
LS Investment Advisors
Michigan
$387K -$19.5K -1,258 -5%
BSW
266
Buckingham Strategic Wealth
Missouri
$387K +$171 +11 +0%
OI
267
Oakbrook Investments
Illinois
$384K +$56.3K +3,630 +17%
LSERS
268
Louisiana State Employees Retirement System
Louisiana
$380K -$6.94K -447 -2%
MHS
269
M Holdings Securities
Oregon
$380K +$54.9K +3,542 +17%
EGM
270
Engineers Gate Manager
New York
$374K +$374K +24,123 New
Nuveen Asset Management
271
Nuveen Asset Management
Illinois
$362K – – –
CC
272
Capital Counsel
New York
$355K – – –
JC
273
JBF Capital
Colorado
$354K – – –
BFM
274
Boothbay Fund Management
New York
$354K +$354K +22,823 New
SAM
275
Shell Asset Management
Netherlands
$333K +$16.1K +1,037 +5%
9 10
11
12 13