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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 %
AFG
301
American Financial Group
Ohio
$449K – – –
RCG
302
Ruane, Cunniff & Goldfarb
New York
$449K – – –
Zurich Cantonal Bank
303
Zurich Cantonal Bank
Switzerland
$448K – – –
EP
304
Elkhorn Partners
Nebraska
$430K -$122K -5,027 -22%
ARTA
305
A.R.T. Advisors
New York
$422K -$58.3K -2,391 -12%
SIM
306
Sentry Investment Management
Wisconsin
$414K +$245K +10,054 +145%
JIC
307
Johnson Investment Counsel
Ohio
$411K +$53.8K +2,213 +15%
JPMPWA
308
J.P. Morgan Private Wealth Advisors
California
$409K -$93.5K -3,838 -19%
STC
309
SEI Trust Company
Pennsylvania
$406K +$180K +7,373 +80%
Schroder Investment Management Group
310
Schroder Investment Management Group
United Kingdom
$401K +$401K +16,453 New
STIA
311
Stone Toro Investment Advisers
New Jersey
$384K +$384K +15,752 New
ANTB
312
AMG National Trust Bank
Colorado
$375K +$375K +15,373 New
AIM
313
abrdn Investment Management
United Kingdom
$366K +$17.8K +729 +5%
MAM
314
Meeder Asset Management
Ohio
$365K +$1.37K +56 +0.4%
RC
315
RegentAtlantic Capital
New Jersey
$360K +$83.3K +3,414 +30%
TYCC
316
Texas Yale Capital Corp
Florida
$352K – – –
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$345K -$204K -8,378 -37%
FMT
318
First Mercantile Trust
Tennessee
$341K -$127K -5,228 -27%
PI
319
Putnam Investments
Massachusetts
$332K +$29.9K +1,227 +10%
EEG
320
E.E. Geduld
$331K – – –
CB
321
Chemical Bank
Michigan
$324K – – –
Tudor Investment Corp
322
Tudor Investment Corp
Connecticut
$313K -$983K -40,328 -76%
CIM
323
Confluence Investment Management
Missouri
$311K -$104K -4,263 -25%
CRC
324
Curi RMB Capital
Illinois
$307K -$25.3K -1,035 -8%
KRSITF
325
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$304K +$304K +12,474 New
11 12
13
14 15