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Jefferies Financial Group
JEF

Overview Fund Activity

449 hedge funds and large institutions have $4.16B invested in Jefferies Financial Group in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 189 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
-14
Holders Change %
-3.02%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.2%
New
60
Increased
134
Reduced
189
Closed
69
Calls
$2.87M
Puts
$11.3M
Net Calls
-$8.41M
Net Calls Change
-$2.37M

Top Buyers

1
TSW
Thompson Siegel & Walmsley
Virginia
$88.8M
2
BAM
Burgundy Asset Management
Ontario, Canada
$79.8M
3
FPA
First Pacific Advisors
California
$359M
4
WCM
Wallace Capital Management
Texas
$21.1M
5
Lazard Asset Management
Lazard Asset Management
New York
$11M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$69.8M
2
AL
AJO LP
Pennsylvania
$3.55M
3
Citadel Advisors
Citadel Advisors
Florida
$12M
4
Goldman Sachs
Goldman Sachs
New York
$32.5M
5
MPAM
Monarch Partners Asset Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
301
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$266K -$147K -9,455 -36%
Mirae Asset Global Investments
302
Mirae Asset Global Investments
South Korea
$260K -$39.6K -2,543 -13%
HA
303
Harbor Advisors
Florida
$260K – – –
LSERS
304
Louisiana State Employees Retirement System
Louisiana
$255K -$39.9K -2,569 -14%
RC
305
Roundview Capital
New Jersey
$253K -$418K -26,946 -62%
FMT
306
First Mercantile Trust
Tennessee
$251K +$606 +39 +0.2%
Truist Financial
307
Truist Financial
North Carolina
$250K -$36.7K -2,361 -13%
MNG
308
Manning & Napier Group
New York
$249K -$16 -1 -0%
BTS
309
BB&T Securities
Virginia
$247K -$2.02M -130,073 -89%
BOH
310
Bank of Hawaii
Hawaii
$245K +$245K +15,756 New
QSS
311
Quantitative Systematic Strategies
Florida
$245K +$245K +15,769 New
BS
312
Boenning & Scattergood
Pennsylvania
$237K +$29.9K +1,928 +14%
HIIFS
313
Harel Insurance Investments & Financial Services
Israel
$237K +$237K +15,262 New
NA
314
Neuburgh Advisers
California
$231K -$5.82K -375 -2%
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
$230K -$9.94M -639,630 -98%
LPL Financial
316
LPL Financial
California
$230K -$53.1K -3,423 -19%
SF
317
Synovus Financial
Georgia
$226K -$3.86K -249 -2%
LP
318
LMR Partners
United Kingdom
$226K – – –
Nordea Investment Management
319
Nordea Investment Management
Sweden
$220K – – –
KRS
320
Kentucky Retirement Systems
Kentucky
$212K -$2.16K -139 -1%
Envestnet Asset Management
321
Envestnet Asset Management
Illinois
$212K +$212K +13,623 New
VFA
322
Voya Financial Advisors
Connecticut
$209K +$29.5K +1,892 +16%
BHC
323
Bowen Hanes & Co
Florida
$208K – – –
SS
324
Sunbelt Securities
Texas
$207K -$14.5K -931 -7%
SCM
325
Sterneck Capital Management
Missouri
$205K -$12.2K -782 -6%
11 12
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