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Jefferies Financial Group
JEF

Overview Fund Activity

415 hedge funds and large institutions have $5.01B invested in Jefferies Financial Group in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 149 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
11.09%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.53%
New
51
Increased
120
Reduced
149
Closed
32
Calls
$10.8M
Puts
$3.7M
Net Calls
+$7.14M
Net Calls Change
+$4.34M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$272M
2
Morgan Stanley
Morgan Stanley
New York
$28.4M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$30.5M
4
Citadel Advisors
Citadel Advisors
Florida
$10.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$557M

Top Sellers

1
LPU
Lansdowne Partners (UK)
United Kingdom
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$118M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$241M
4
SCM
Scopia Capital Management
New York
$0
5
First Manhattan
First Manhattan
New York
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
351
Mizuho Asset Management
Japan
$47K -$42.5K -2,491 -47%
BAM
352
Brave Asset Management
New Jersey
$44K -$33K -1,927 -43%
LAM
353
Lebenthal Asset Management
New York
$42K +$42K +2,458 New
Nomura Holdings
354
Nomura Holdings
Japan
$39K -$91.2K -5,400 -70%
IP
355
Isthmus Partners
Wisconsin
$39K -$19.5K -1,117 -33%
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38K – – –
SIG
357
Stanford Investment Group
California
$36K +$36K +2,111 New
CGT
358
Capital Guardian Trust
California
$33K +$33K +1,955 New
PAI
359
Pittenger & Anderson Inc
Nebraska
$29K – – –
NSIM
360
North Star Investment Management
Illinois
$28K – – –
CA
361
CapWealth Advisors
Tennessee
$27K – – –
MFS
362
MSI Financial Services
Massachusetts
$26K +$583 +34 +2%
GLI
363
Guardian Life Insurance
New York
$24K – – –
TCIM
364
TIAA CREF Investment Management
New York
$22.2K +$4.73K +277,791 +27%
ADL
365
Asset Dedication LLC
California
$19K – – –
CTC
366
Central Trust Company
Missouri
$18K -$4.75K -280 -21%
JWA
367
JFS Wealth Advisors
Pennsylvania
$18K – – –
FPFS
368
First Personal Financial Services
North Carolina
$18K – – –
SAMC
369
Shinko Asset Management Company
Japan
$16K – – –
TCM
370
Tradewinds Capital Management
Washington
$15K – – –
AIS
371
Accurate Investment Solutions
Pennsylvania
$15K +$51 +3 +0.3%
MWP
372
MYCIO Wealth Partners
Pennsylvania
$14K – – –
BC
373
Barnett & Company
Tennessee
$13K – – –
PSC
374
Prentiss Smith & Co
Vermont
$13K – – –
GXMC
375
Global X Management Company
New York
$13K +$12.1K +720 +1,412%
13 14
15
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