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Jefferies Financial Group
JEF

Overview Fund Activity

400 hedge funds and large institutions have $4.61B invested in Jefferies Financial Group in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-10
Holders Change %
-2.44%
% of All Funds
10.69%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
42
Increased
145
Reduced
130
Closed
48
Calls
$8.08M
Puts
$5.28M
Net Calls
+$2.8M
Net Calls Change
+$20M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$221M
2
Capital Research Global Investors
Capital Research Global Investors
California
$85.7M
3
LPU
Lansdowne Partners (UK)
United Kingdom
$30.5M
4
FPA
First Pacific Advisors
California
$390M
5
ACM
Ashe Capital Management
New Jersey
$115M

Top Sellers

1
SCM
Scopia Capital Management
New York
$25.4M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.87M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$2.23M
4
MA
Marshfield Associates
District of Columbia
$0
5
Morgan Stanley
Morgan Stanley
New York
$4.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
326
Roble Belko & Company
Pennsylvania
$85K +$85K +5,474 New
CG
327
Cutler Group
California
$83K -$75.4K -4,915 -48%
MAM
328
Mizuho Asset Management
Japan
$81K +$37.5K +2,429 +86%
Simplex Trading
329
Simplex Trading
Illinois
$78K +$78K +5,068 New
QI
330
QS Investors
New York
$77K -$232 -15 -0.3%
Victory Capital Management
331
Victory Capital Management
Texas
$74K -$2.07K -133 -3%
WP
332
WealthPLAN Partners
Nebraska
$72.9K +$72.9K +9,934 New
BAM
333
Brave Asset Management
New Jersey
$70K -$85.2K -5,474 -55%
CCA
334
Checchi Capital Advisers
California
$62K -$3.1K -199 -5%
CBOA
335
Commonwealth Bank of Australia
Australia
$61K +$8.72K +559 +17%
FANJ
336
Financial Architects (New Jersey)
New Jersey
$60K +$27.8K +1,787 +86%
MCM
337
Manchester Capital Management
Vermont
$53K – – –
IP
338
Isthmus Partners
Wisconsin
$52K – – –
TCM
339
Trafelet Capital Management
New York
$52K +$52K +3,351 New
EA
340
Euclid Advisors
Connecticut
$39K +$39K +2,536 New
PAIA
341
Park Avenue Institutional Advisers
New York
$36K – – –
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
Toronto Dominion Bank
343
Toronto Dominion Bank
Ontario, Canada
$31K -$81.6K -5,269 -72%
DADC
344
D.A. Davidson & Co
Montana
$30K -$481K -31,803 -94%
CF
345
CenterStar Fund
Illinois
$28K – – –
NSIM
346
North Star Investment Management
Illinois
$26K – – –
PAI
347
Pittenger & Anderson Inc
Nebraska
$26K – – –
YL
348
YCG LLC
Texas
$26K – – –
HIIFS
349
Harel Insurance Investments & Financial Services
Israel
$26K +$26K +1,676 New
FNBT
350
FineMark National Bank & Trust
Florida
$26K +$26K +1,682 New
12 13
14
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