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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
$389M
2
Capital Research Global Investors
Capital Research Global Investors
California
$195M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$368M
4
TSW
Thompson Siegel & Walmsley
Virginia
$28.5M
5
State Street
State Street
Massachusetts
$338M

Top Sellers

1
BAM
Burgundy Asset Management
Ontario, Canada
$73.3M
2
ACM
Ashe Capital Management
New Jersey
$72.2M
3
AVC
Arlington Value Capital
Utah
$94.2M
4
SCM
Sterling Capital Management
North Carolina
$132M
5
Canada Life
Canada Life
Manitoba, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMT
301
Amica Retiree Medical Trust
Rhode Island
$358K – – –
First Trust Advisors
302
First Trust Advisors
Illinois
$358K +$358K +17,186 New
HA
303
Harbor Advisors
Florida
$349K +$349K +16,757 New
FAAS
304
First Allied Advisory Services
California
$339K +$339K +16,268 New
HCM
305
Highbridge Capital Management
New York
$328K +$328K +15,740 New
Squarepoint
306
Squarepoint
New York
$319K -$1.1M -52,627 -77%
BNP Paribas Asset Management
307
BNP Paribas Asset Management
France
$312K -$1.37M -65,703 -81%
Truist Financial
308
Truist Financial
North Carolina
$303K -$157K -7,570 -34%
SS
309
Sunbelt Securities
Texas
$296K -$385K -18,507 -57%
WTC
310
WhitTier Trust Company
Nevada
$294K -$27.2K -1,309 -8%
FI
311
FormulaFolio Investments
Michigan
$293K +$293K +14,074 New
CCB
312
Cutter & Co Brokerage
Missouri
$292K +$29.1K +1,396 +11%
KeyBank National Association
313
KeyBank National Association
Ohio
$285K +$32.6K +1,567 +13%
Skandinaviska Enskilda Banken (SEB)
314
Skandinaviska Enskilda Banken (SEB)
Sweden
$282K -$572K -27,493 -67%
ST
315
Smithfield Trust
Pennsylvania
$282K -$46.4K -2,234 -14%
RJFSA
316
Raymond James Financial Services Advisors
Florida
$282K -$6.44K -309 -2%
FMT
317
First Mercantile Trust
Tennessee
$279K -$26.4K -1,268 -9%
Creative Planning
318
Creative Planning
Kansas
$276K -$70.7K -3,396 -20%
CI
319
Cigna Investments
Connecticut
$271K +$271K +13,027 New
TRCT
320
Tower Research Capital (TRC)
New York
$266K +$134K +6,445 +101%
WI
321
Wintrust Investments
Illinois
$263K – – –
Thrivent Financial for Lutherans
322
Thrivent Financial for Lutherans
Minnesota
$263K +$16.8K +804 +7%
KFA
323
Kelleher Financial Advisors
New York
$262K +$4.83K +232 +2%
SB
324
Suntrust Banks
Georgia
$261K +$42 +2 +0%
OMCS
325
Old Mutual Customised Solutions
South Africa
$251K +$69.7K +3,351 +38%
11 12
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