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Jefferies Financial Group
JEF

Overview Fund Activity

409 hedge funds and large institutions have $5.25B invested in Jefferies Financial Group in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 164 increasing their positions, 134 reducing their positions, and 45 closing their positions.

Holders
409
Holders Change
-22
Holders Change %
-5.1%
% of All Funds
11.43%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.67%
New
28
Increased
164
Reduced
134
Closed
45
Calls
$7.64M
Puts
$25.1M
Net Calls
-$17.5M
Net Calls Change
-$12.3M

Top Buyers

1
FPA
1
First Pacific Advisors
California
$185M
2
BIP
2
Brandes Investment Partners
California
$78.7M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$47.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$532M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$339M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$129M
2
FCM
2
Fairholme Capital Management
Florida
$207M
3
WA
3
Wasatch Advisors
Utah
$0
4
APG Asset Management
4
APG Asset Management
Netherlands
$12.3M
5
HK
5
Horizon Kinetics
New York
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K – – –
WT
352
Whittier Trust
California
$47K – – –
PAIA
353
Park Avenue Institutional Advisers
New York
$45K +$2.33K +130 +5%
KCPG
354
Kavar Capital Partners Group
Kansas
$42K – – –
GLI
355
Guardian Life Insurance
New York
$40K +$12.1K +667 +43%
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$39K +$8.68K +475 +29%
BBHC
357
Brown Brothers Harriman & Co
New York
$36K – – –
IMS
358
Index Management Solutions
Pennsylvania
$32K +$2.49K +137 +8%
YL
359
YCG LLC
Texas
$30K -$30K -1,675 -50%
PAI
360
Pittenger & Anderson Inc
Nebraska
$30K – – –
CA
361
CapWealth Advisors
Tennessee
$29K – – –
IRS
362
Invictus RG (Singapore)
Singapore
$29K +$19.1K +1,060 +192%
CFA
363
Carroll Financial Associates
North Carolina
$27K – – –
SEI Investments
364
SEI Investments
Pennsylvania
$25K -$467 -25 -2%
MI
365
Markston International
New York
$25K – – –
CTC
366
Central Trust Company
Missouri
$24K – – –
SAMC
367
Shinko Asset Management Company
Japan
$22K – – –
BCM
368
Brookstone Capital Management
Illinois
$20K +$3.95K +223 +25%
MAM
369
Meeder Asset Management
Ohio
$19K -$544K -30,539 -97%
HNB
370
Huntington National Bank
Ohio
$19K – – –
MFS
371
MSI Financial Services
Massachusetts
$17K -$1.4K -78 -8%
JWA
372
JFS Wealth Advisors
Pennsylvania
$17K +$17K +961 New
MWP
373
MYCIO Wealth Partners
Pennsylvania
$15K – – –
HCM
374
Highlander Capital Management
New Jersey
$12K – – –
TIM
375
Tortoise Investment Management
New York
$12K – – –
13 14
15
16 17