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Jefferies Financial Group
JEF

Overview Fund Activity

366 hedge funds and large institutions have $2.98B invested in Jefferies Financial Group in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 153 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
-23
Holders Change %
-5.91%
% of All Funds
7.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.21%
New
57
Increased
95
Reduced
153
Closed
77
Calls
$5.8M
Puts
$3.75M
Net Calls
+$2.05M
Net Calls Change
+$5.23M

Top Buyers

1
MCM
Mason Capital Management
New York
$88M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$151M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$41.5M
4
First Trust Advisors
First Trust Advisors
Illinois
$35.1M
5
AL
AJO LP
Pennsylvania
$19.8M

Top Sellers

1
BlackRock
BlackRock
New York
$316M
2
Vanguard Group
Vanguard Group
Pennsylvania
$302M
3
TSW
Thompson Siegel & Walmsley
Virginia
$1.08M
4
State Street
State Street
Massachusetts
$85.8M
5
Prudential Financial
Prudential Financial
New Jersey
$2.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$78K – – –
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$62K +$10.3K +691 +20%
CAN
303
Cetera Advisor Networks
California
$60K +$60K +4,031 New
SIAP
304
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K – – –
PA
305
Procyon Advisors
Connecticut
$54K – – –
SF
306
Synovus Financial
Georgia
$48K – – –
IA
307
IFP Advisors
Florida
$47K -$2.25K -156 -5%
ZB
308
Zions Bancorporation
Utah
$32K +$161 +11 +0.5%
AC
309
AlphaCore Capital
California
$31K -$1.94K -131 -6%
LWCFA
310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K – – –
S
311
SignatureFD
Georgia
$30K -$37.3K -2,488 -55%
CCM
312
Covington Capital Management
California
$30K – – –
PAG
313
Private Advisor Group
New Jersey
$30K +$30K +2,023 New
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$29K -$4.29K -292 -13%
GWS
315
Glassman Wealth Services
Virginia
$29K +$166 +11 +0.6%
APA
316
American Portfolios Advisors
New York
$26.8K -$6.62K -445 -20%
PAI
317
Pittenger & Anderson Inc
Nebraska
$23K – – –
OPS
318
Orion Portfolio Solutions
Nebraska
$23K +$11.8K +788 +105%
MCM
319
Manchester Capital Management
Vermont
$22K – – –
CIA
320
CSat Investment Advisory
Michigan
$22K +$11.2K +742 +104%
MAM
321
Meeder Asset Management
Ohio
$21K +$9.71K +644 +86%
CFA
322
Carroll Financial Associates
North Carolina
$18K – – –
1W
323
1776 Wealth
Georgia
$15K -$15K -1,046 -50%
POIA
324
Pin Oak Investment Advisors
Texas
$14K – – –
Bank Julius Baer & Co
325
Bank Julius Baer & Co
Switzerland
$14K +$269 +18 +2%
11 12
13
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