JEF icon

Jefferies Financial Group
JEF

Overview Fund Activity

410 hedge funds and large institutions have $4.13B invested in Jefferies Financial Group in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
10.94%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.4%
New
48
Increased
150
Reduced
135
Closed
57
Calls
$4.45M
Puts
$21.7M
Net Calls
-$17.2M
Net Calls Change
-$2.82M

Top Buyers

1
SCM
1
Scopia Capital Management
New York
$106M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$97.9M
3
FPA
3
First Pacific Advisors
California
$338M
4
AVC
4
Arlington Value Capital
Utah
$104M
5
ACM
5
Ashe Capital Management
New Jersey
$91.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
FCM
2
Fairholme Capital Management
Florida
$1.07M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$228M
5
MA
5
Marshfield Associates
District of Columbia
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$229K +$8.08K +558 +4%
CCM
302
Check Capital Management
California
$227K +$42.1K +2,904 +23%
GH
303
GAM Holding
Switzerland
$224K +$7.74K +534 +4%
PGIM
304
Pacific Global Investment Management
California
$219K -$28K -1,935 -11%
PG
305
PEAK6 Group
Illinois
$216K -$601K -41,578 -74%
EWM
306
Evercore Wealth Management
New York
$216K – – –
IPC
307
Independent Portfolio Consultants
Florida
$207K +$25.6K +1,770 +14%
NMIMC
308
Northwestern Mutual Investment Management Company
Wisconsin
$206K -$83.2K -5,739 -29%
TCOV
309
Trust Company of Vermont
Vermont
$204K +$1.13K +78 +0.6%
Balyasny Asset Management
310
Balyasny Asset Management
Illinois
$204K +$204K +14,120 New
KFA
311
Kelleher Financial Advisors
New York
$202K +$202K +14,014 New
FCI
312
Financial Counselors Inc
Kansas
$201K – – –
AB
313
Amalgamated Bank
New York
$193K +$193K +13,362 New
CA
314
Commerzbank Aktiengesellschaft
Germany
$180K -$239K -16,460 -57%
SB
315
Suntrust Banks
Georgia
$180K -$30.7K -2,120 -15%
AAM
316
Advisors Asset Management
Colorado
$179K -$3.82K -263 -2%
Janney Montgomery Scott
317
Janney Montgomery Scott
Pennsylvania
$178K +$178K +12,272 New
VFA
318
Voya Financial Advisors
Connecticut
$178K +$178K +12,496 New
PA
319
Profund Advisors
Maryland
$177K +$177K +12,253 New
Creative Planning
320
Creative Planning
Kansas
$175K -$50K -3,456 -22%
BRWA
321
B. Riley Wealth Advisors
Florida
$175K +$1.78K +123 +1%
DCM
322
Dynamic Capital Management
Jersey
$172K -$642K -44,470 -79%
FAAS
323
First Allied Advisory Services
California
$160K +$160K +11,378 New
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$155K – – –
CG
325
Cutler Group
California
$149K +$1.26K +87 +0.8%
11 12
13
14 15