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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
$221M
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
$390M
5
ACM
Ashe Capital Management
New Jersey
$115M

Top Sellers

1
SCM
Scopia Capital Management
New York
$25.4M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.87M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.23M
4
MA
Marshfield Associates
District of Columbia
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
276
Liberty Mutual Group Asset Management
Massachusetts
$325K +$12.2K +788 +4%
OMCS
277
Old Mutual Customised Solutions
South Africa
$298K – – –
GH
278
GAM Holding
Switzerland
$298K +$57.9K +3,725 +24%
RJFSA
279
Raymond James Financial Services Advisors
Florida
$296K -$291K -18,763 -50%
AB
280
Amalgamated Bank
New York
$291K +$66.1K +3,927 +29%
DnB Asset Management
281
DnB Asset Management
Norway
$287K – – –
AFG
282
American Financial Group
Ohio
$286K – – –
DC
283
Deere & Company
Illinois
$283K -$267K -17,192 -49%
TMAM
284
Tokio Marine Asset Management
Japan
$272K – – –
KeyBank National Association
285
KeyBank National Association
Ohio
$268K -$6.97K -449 -3%
ARMT
286
Amica Retiree Medical Trust
Rhode Island
$267K – – –
SF
287
Synovus Financial
Georgia
$263K +$570 +37 +0.2%
DCM
288
Dupont Capital Management
Delaware
$253K – – –
CCM
289
Check Capital Management
California
$253K +$9.55K +615 +4%
Creative Planning
290
Creative Planning
Kansas
$253K +$65.8K +4,253 +35%
ST
291
Smithfield Trust
Pennsylvania
$245K – – –
FMT
292
First Mercantile Trust
Tennessee
$244K -$5.34K -344 -2%
WTC
293
WhitTier Trust Company
Nevada
$239K -$77.4K -5,000 -24%
William Blair & Company
294
William Blair & Company
Illinois
$235K +$235K +15,158 New
KRSITF
295
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$233K -$28.1K -1,811 -11%
EWM
296
Evercore Wealth Management
New York
$224K -$7.17K -462 -3%
GS
297
GAM Systematic
United Kingdom
$222K +$222K +14,307 New
NMIMC
298
Northwestern Mutual Investment Management Company
Wisconsin
$220K -$139 -9 -0.1%
SB
299
Suntrust Banks
Georgia
$210K +$18K +1,169 +9%
FCI
300
Financial Counselors Inc
Kansas
$207K -$9.11K -586 -4%
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