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Jefferies Financial Group
JEF

Overview Fund Activity

422 hedge funds and large institutions have $4.45B invested in Jefferies Financial Group in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 142 increasing their positions, 146 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+13
Holders Change %
+3.18%
% of All Funds
11.08%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.5%
New
54
Increased
142
Reduced
146
Closed
38
Calls
$3.73M
Puts
$18.1M
Net Calls
-$14.4M
Net Calls Change
+$3.05M

Top Buyers

1
FPA
First Pacific Advisors
California
$308M
2
AVC
Arlington Value Capital
Utah
$81.5M
3
SCM
Sterling Capital Management
North Carolina
$129M
4
WG
Winton Group
United Kingdom
$25.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$475M

Top Sellers

1
PI
Putnam Investments
Massachusetts
$0
2
FCM
Fairholme Capital Management
Florida
$79M
3
KCM
Kensico Capital Management
Connecticut
$0
4
RL
Ruffer LLP
United Kingdom
$80.2M
5
BMO
Beck Mack & Oliver
New York
$76.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
351
QS Investors
New York
$78K +$782 +50 +1%
Bessemer Group
352
Bessemer Group
New Jersey
$77K +$74.2K +4,734 +2,615%
Victory Capital Management
353
Victory Capital Management
Texas
$77K +$77K +4,957 New
SEC
354
Seven Eight Capital
New York
$76K +$76K +4,908 New
IA
355
IFP Advisors
Florida
$67K +$67K +4,309 New
GWM
356
Gupta Wealth Management
California
$54K – – –
MCM
357
Manchester Capital Management
Vermont
$53K – – –
CBOA
358
Commonwealth Bank of Australia
Australia
$52K – – –
IP
359
Isthmus Partners
Wisconsin
$52K – – –
MFS
360
MSI Financial Services
Massachusetts
$51K +$36.1K +2,304 +243%
LOAMS
361
Lombard Odier Asset Management (Switzerland)
Switzerland
$42K +$42K +2,649 New
PAM
362
PartnerRe Asset Management
Connecticut
$39K -$66.3K -4,294 -63%
PAIA
363
Park Avenue Institutional Advisers
New York
$38K -$1.48K -94 -4%
LWCFA
364
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
BBHC
365
Brown Brothers Harriman & Co
New York
$31K – – –
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$29K -$4.7K -298 -14%
GLI
367
Guardian Life Insurance
New York
$28K -$6.89K -435 -20%
NSIM
368
North Star Investment Management
Illinois
$26K -$99.9K -6,334 -79%
PAI
369
Pittenger & Anderson Inc
Nebraska
$26K – – –
YL
370
YCG LLC
Texas
$26K – – –
CA
371
CapWealth Advisors
Tennessee
$25K – – –
CFA
372
Carroll Financial Associates
North Carolina
$24K – – –
CTC
373
Central Trust Company
Missouri
$21K – – –
MI
374
Markston International
New York
$21K – – –
HNB
375
Huntington National Bank
Ohio
$20K +$4.04K +261 +25%
13 14
15
16 17