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Jefferies Financial Group
JEF

Overview Fund Activity

428 hedge funds and large institutions have $6.18B invested in Jefferies Financial Group in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 129 increasing their positions, 173 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
+13
Holders Change %
+3.13%
% of All Funds
10.72%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.63%
New
60
Increased
129
Reduced
173
Closed
38
Calls
$10.6M
Puts
$3.61M
Net Calls
+$7.02M
Net Calls Change
-$123K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$95.5M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$80.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36.2M
4
TSW
Thompson Siegel & Walmsley
Virginia
+$28.5M
5
State Street
State Street
Massachusetts
+$27.2M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
-$93.7M
2
ACM
Ashe Capital Management
New Jersey
-$78.5M
3
AVC
Arlington Value Capital
Utah
-$41.5M
4
SCM
Sterling Capital Management
North Carolina
-$25.2M
5
Canada Life
Canada Life
Manitoba, Canada
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
251
Fernwood Investment Management
Massachusetts
$685K +$685K +32,899 New
UR
252
USCA RIA
Texas
$674K -$18.6K -894 -3%
Capital Fund Management (CFM)
253
Capital Fund Management (CFM)
France
$664K +$664K +31,881 New
Neuberger Berman Group
254
Neuberger Berman Group
New York
$638K -$157K -7,523 -20%
QT
255
Quantbot Technologies
New York
$629K +$101K +4,879 +19%
US Bancorp
256
US Bancorp
Minnesota
$626K -$458K -22,028 -42%
UFF
257
USA Financial Formulas
Michigan
$618K +$618K +29,675 New
IRF
258
IBM Retirement Fund
New York
$611K -$111K -5,350 -15%
AIM
259
Assured Investment Management
New York
$611K +$611K +29,378 New
I2I
260
Insight 2811 Inc
Illinois
$606K -$51.2K -2,458 -8%
ClearBridge Investments
261
ClearBridge Investments
New York
$605K -$140K -6,703 -19%
NCIM
262
New Century Investment Management
Michigan
$605K +$605K +29,074 New
AG
263
Advisor Group
Arizona
$598K +$479K +23,006 +403%
N
264
Natixis
France
$590K +$590K +28,342 New
WCM
265
Weik Capital Management
Pennsylvania
$589K -$27.9K -1,341 -5%
Tudor Investment Corp
266
Tudor Investment Corp
Connecticut
$584K +$584K +28,040 New
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$575K +$83 +4 +0%
Wellington Management Group
268
Wellington Management Group
Massachusetts
$572K -$685K -32,950 -55%
SIM
269
Sentry Investment Management
Wisconsin
$567K – – –
Teacher Retirement System of Texas
270
Teacher Retirement System of Texas
Texas
$565K -$215K -10,332 -28%
TCOV
271
Trust Company of Vermont
Vermont
$556K +$271K +13,015 +95%
XK
272
Xact Kapitalforvaltning
Sweden
$554K +$112K +5,398 +25%
KRS
273
Kentucky Retirement Systems
Kentucky
$547K -$93.8K -4,504 -15%
CIM
274
Calvert Investment Management
Maryland
$545K -$74.1K -3,556 -12%
Voloridge Investment Management
275
Voloridge Investment Management
Florida
$541K +$541K +26,011 New
9 10
11
12 13