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Jefferies Financial Group
JEF

Overview Fund Activity

399 hedge funds and large institutions have $4.18B invested in Jefferies Financial Group in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 99 increasing their positions, 153 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+39
Holders Change %
+10.83%
% of All Funds
7.08%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
74
Increased
99
Reduced
153
Closed
32
Calls
$8.5M
Puts
$5.34M
Net Calls
+$3.16M
Net Calls Change
+$4.02M

Top Buyers

1
CVA
Ceredex Value Advisors
Florida
$38.9M
2
Millennium Management
Millennium Management
New York
$42.2M
3
Goldman Sachs
Goldman Sachs
New York
$68.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$23.3M
5
AIM
Artemis Investment Management
United Kingdom
$13.7M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$111M
2
AL
AJO LP
Pennsylvania
$7.93M
3
FPA
First Pacific Advisors
California
$347M
4
MCM
Mason Capital Management
New York
$0
5
Canada Life
Canada Life
Manitoba, Canada
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
326
Private Capital Group
Connecticut
$50K – – –
LWCFA
327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K – – –
CCM
328
Covington Capital Management
California
$48K – – –
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$45K -$231K -9,939 -84%
GWS
330
Glassman Wealth Services
Virginia
$45K – – –
GRP
331
Global Retirement Partners
California
$41K +$41K +1,758 New
HNB
332
Huntington National Bank
Ohio
$38K -$402 -17 -1%
PAI
333
Pittenger & Anderson Inc
Nebraska
$37K – – –
SPIA
334
Steward Partners Investment Advisory
New York
$37K – – –
MAM
335
Meeder Asset Management
Ohio
$37K +$5.27K +226 +17%
APA
336
American Portfolios Advisors
New York
$33.4K -$1.27K -54 -4%
IAS
337
IMA Advisory Services
Colorado
$32K -$1.46K -63 -4%
AFG
338
Albion Financial Group
Utah
$31K +$31K +1,318 New
CPWM
339
Cypress Point Wealth Management
Texas
$26K +$26K +1,114 New
AIM
340
Anchor Investment Management
South Carolina
$24.6K +$24.6K +1,046 New
Bank Julius Baer & Co
341
Bank Julius Baer & Co
Switzerland
$22K -$24 -1 -0.1%
POIA
342
Pin Oak Investment Advisors
Texas
$22K – – –
MCM
343
Manchester Capital Management
Vermont
$20K – – –
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$20K +$2.3K +100 +13%
PFO
345
Pathstone Family Office
New Jersey
$19K +$19K +804 New
ASN
346
Advisory Services Network
Georgia
$18K -$11.2K -489 -38%
CFA
347
Carroll Financial Associates
North Carolina
$15K -$6.46K -284 -30%
HCM
348
Highlander Capital Management
New Jersey
$15K – – –
PA
349
Parallel Advisors
California
$14K – – –
TCM
350
Tradewinds Capital Management
Washington
$13K – – –
12 13
14
15 16