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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 %
CA
351
CapWealth Advisors
Tennessee
$25K – – –
MFS
352
MSI Financial Services
Massachusetts
$23K -$15.6K -1,006 -40%
GLI
353
Guardian Life Insurance
New York
$22K +$284 +18 +1%
CTC
354
Central Trust Company
Missouri
$21K – – –
MI
355
Markston International
New York
$21K – – –
ADL
356
Asset Dedication LLC
California
$17K – – –
JWA
357
JFS Wealth Advisors
Pennsylvania
$17K – – –
BGIM
358
Brandywine Global Investment Management
Pennsylvania
$16K +$3.33K +213 +26%
FPFS
359
First Personal Financial Services
North Carolina
$16K +$16K +1,053 New
SAMC
360
Shinko Asset Management Company
Japan
$14K -$4.46K -297 -24%
AIS
361
Accurate Investment Solutions
Pennsylvania
$14K +$48 +3 +0.3%
TCM
362
Tradewinds Capital Management
Washington
$14K +$9.47K +606 +209%
MWP
363
MYCIO Wealth Partners
Pennsylvania
$13K – – –
BC
364
Barnett & Company
Tennessee
$12K – – –
PSC
365
Prentiss Smith & Co
Vermont
$12K +$61 +4 +0.5%
MRCM
366
M&R Capital Management
New Jersey
$12K +$12K +785 New
HNB
367
Huntington National Bank
Ohio
$11K -$5.64K -349 -34%
ARMC
368
American Research & Management Company
Massachusetts
$10K -$124K -8,043 -93%
HCM
369
Highlander Capital Management
New Jersey
$10K – – –
CFS
370
Commonwealth Financial Services
West Virginia
$10K – – –
TDC
371
Thompson Davis & Co
Virginia
$9K +$2.79K +178 +45%
ATC
372
Adirondack Trust Company
New York
$7K – – –
TWA
373
TCI Wealth Advisors
Arizona
$7K – – –
SCM
374
Southport Capital Management
Tennessee
$7K +$7K +464 New
CFA
375
CT Financial Advisors
Pennsylvania
$6.96K – – –
13 14
15
16 17