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Jefferies Financial Group
JEF

Overview Fund Activity

410 hedge funds and large institutions have $4.13B invested in Jefferies Financial Group in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
10.94%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.4%
New
48
Increased
150
Reduced
135
Closed
57
Calls
$4.45M
Puts
$21.7M
Net Calls
-$17.2M
Net Calls Change
-$2.82M

Top Buyers

1
SCM
1
Scopia Capital Management
New York
$106M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$97.9M
3
FPA
3
First Pacific Advisors
California
$338M
4
AVC
4
Arlington Value Capital
Utah
$104M
5
ACM
5
Ashe Capital Management
New Jersey
$91.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
FCM
2
Fairholme Capital Management
Florida
$1.07M
3
CWAM
3
Columbia Wanger Asset Management
Illinois
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$228M
5
MA
5
Marshfield Associates
District of Columbia
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
351
Lombard Odier Asset Management (Switzerland)
Switzerland
$38K – – –
PAM
352
PartnerRe Asset Management
Connecticut
$37K – – –
MFS
353
MSI Financial Services
Massachusetts
$36K -$11.1K -767 -24%
PAIA
354
Park Avenue Institutional Advisers
New York
$34K -$957 -66 -3%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$32K – – –
FANJ
356
Financial Architects (New Jersey)
New Jersey
$30K +$30K +2,067 New
NSIM
357
North Star Investment Management
Illinois
$24K – – –
PAI
358
Pittenger & Anderson Inc
Nebraska
$24K – – –
YL
359
YCG LLC
Texas
$24K – – –
CA
360
CapWealth Advisors
Tennessee
$23K – – –
HNB
361
Huntington National Bank
Ohio
$21K -$5.32K -261 -20%
GLI
362
Guardian Life Insurance
New York
$20K -$5.68K -391 -22%
MI
363
Markston International
New York
$20K – – –
CTC
364
Central Trust Company
Missouri
$19K – – –
SAMC
365
Shinko Asset Management Company
Japan
$18K – – –
JWA
366
JFS Wealth Advisors
Pennsylvania
$16K – – –
ADL
367
Asset Dedication LLC
California
$16K +$16K +1,117 New
BBHC
368
Brown Brothers Harriman & Co
New York
$15K -$15K -1,006 -50%
AIS
369
Accurate Investment Solutions
Pennsylvania
$13K +$59 +4 +0.5%
CGT
370
Capital Guardian Trust
California
$13K +$13K +885 New
BGIM
371
Brandywine Global Investment Management
Pennsylvania
$12K -$5.29M -357,269 -100%
MWP
372
MYCIO Wealth Partners
Pennsylvania
$12K – – –
SEI Investments
373
SEI Investments
Pennsylvania
$12K +$1.44K +106 +14%
BC
374
Barnett & Company
Tennessee
$11K +$11K +782 New
PSC
375
Prentiss Smith & Co
Vermont
$11K +$11K +785 New
13 14
15
16 17